Independent Financial Counsellors

Colosimo Financial proudly traces its roots to 1959, the year Jim Colosimo founded this highly successful Thunder Bay firm. Jim had a very clear vision and one ahead of its time - to provide clients with exceptional service and expertise in the areas of financial planning, investments, and estate planning.

Their Services:

• Financial Planning

Boulevard Management is a nationally recognized, independent accounting and business management firm. We provide specialized financial management services to entertainers, athletes and high-net worth individuals.

At Money Concepts, their goal is to help you realize your goals. Each client is treated as a unique individual with specific needs. This team commits to providing only the highest quality service to create a comprehensive financial plan for each individual.

Services:

• Comprehensive Financial Planning
• Mutual and Segregated Funds*

Their ideal client is typically an owner/manager, professional, or high net worth individual. They focus on integrating and coordinating all aspects of their financial planning. Their goal is to make their clients' financial reports comprehensive and clear.

Their Services:

• Personal and/or Corporate Insurance
• Tax Sheltering

If you ask our customers to reflect on their relationship with Walpole, two messages come through again and again. First, they trust and appreciate our sound judgment and advice. Second, they acknowledge the importance of our working partnership. As one of our long-time customers put it, “Your advice is valuable, innovative, creative, but realistic.