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Focused Financial Planning
N River Rd Charlottetown, Prince Edward Island, C1E 1J6Last time updated: 7/28/25, 12:38 PM
About
As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
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Frequently Asked Questions
Which days is Focused Financial Planning open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Focused Financial Planning specialize in?
English.
What brands does Focused Financial Planning work with?
Dynamic Funds, BMO, TD Asset Management, Industrial Alliance, Assumption, CI Investments, Beutel Goodman, Empire Life, AGF, Investia, B2B Bank, Foresters Life, IA Clarington, Manulife Investments, PH&N, Equitable Life, Manulife, Fidelity Investments, Canada Life, MacKenzie, Invesco, Renaissance, RBC Mutual Funds, Edge Benefits, Canada Protection Plan.
What are Focused Financial Planning main services?
Mutual Funds, Life Insurance, Financial Planning, RRSP, GIC, RIFF, TFSA, Pension, Group Benefits, Group Savings, Investment Loans, RRSP Loan, Banking, Mortgages, ETF Portfolios, Ethical Funds, Segregated Funds, RESP Loans, Private Health Plan, High Interest Savings Accounts.
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