Contact Us

Greg Dowdall
Senior Financial Advisor, CFP®, CIM®, FCSI®, CLU

16 Cambridge St N
Lindsay ON K9V 4C3

705-324-2941 Ext. 1

Hours

M-F: 9am – 5pm

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Our mission is to be leaders in the field of retirement planning in the City of Kawartha Lakes.  We help clients properly prepare for and transition through life stages with a commitment to their best interests combined with our experience and expertise.