Will Britton
Financial Planner at Tidal Financial Management Inc
Based in Kingston, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Kingston
Industry
Financial Services
Company size
1 to 10
Contact information
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w•••••••@tidalfinancialmanagementinc.ca
Phone
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Background
About Will Britton
After successfully launching my career as a Sun Life Financial advisor, I took on the role of Lead Investment Advisor and Certified Financial Planner with Marlin Financial Services. After 10 years in the industry, I successfully launched my own independant financial planning firm, Tidal Financial Management Inc, where I work with my clients to assist them navigate the ebb and flow of their finances through life's highs and lows - ensuring that they reach their destination of choice. My goal is to grow a successful business proudly built on the cornerstones of Trust, Respect, Expertise and Convenience. I am pleased to offer my clients in Ontario with Financial Planning and Cash Flow Strategies, as well as Investment and Insurance Solutions. Insurance Products, including segregated funds, as well as mortgage referrals are offered through Tidal Financial Management Inc, and Tidal Financial works closely with Harness PAS (formerly Wealthsimple For Advisors) to provide suitable clients with appropriate, cutting-edge, and cost-effect investment solutions.
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