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Specialty Wealth & Financial office exterior with a sidewalk sign on the front lawn at 38 Baldwin St, Newcastle

Clarington / Financial Planners

Specialty Wealth Financial Inc

Finance & Insurance

Business Photo · Specialty Wealth Financial Inc

Financial Planners · Clarington

About This Business

Specialty Wealth & Financial (Specialty Wealth Financial Inc) is a Newcastle financial planning firm led by Ron King, a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) who has worked in the insurance industry since 1993. The firm builds tailored financial security plans spanning insurance products, investment products, mortgage products and banking solutions. King is licensed for life, health and group insurance in Ontario and registered to sell mutual funds with IPC Wealth Inc. The firm represents Canada Life Assurance Company primarily, alongside other major insurers including Great-West Life, Manulife, Foresters Financial, Empire Life, Sun Life, iA Financial Group and BMO. No office hours are published on the business's official site.

Business Details

Category
Finance & Insurance
Municipality
Clarington
Address
38 Baldwin St., Newcastle, ON L1B 1H1
Website
Visit Website
Phone
(905) 987-3866

Opening Hours

Hours are not published in our verified sources yet. Contact the business before visiting.

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