Wealth Management Products and Services Sydney Nova Scotia

Celtic Financial Solutions

Ltd. has a full line of wealth management products and services.

The financial decisions you make today can help you save for years to come. Consider what your financial goals may be and then talk to our professional financial advisors in Cape Breton

to come up with a solid financial plan for you and your family.

We know you work hard for your money and that’s why we will work hard for you.

Your financial security is important and it’s not just about money. It’s about peace of mind now and in the future.
Investment Strategies

When should you invest?

Do you feel overwhelmed with the choices available to you?

The financial world has evolved so much in the past few years and as a result the complexity of making an investment decision has seemed overwhelming. Complicating matters even further is having to consider aspects such as economic trends, inflation, interest rates, and taxation laws.

So if you are feeling overwhelmed, our role as financial advisors is to simplify this world for you and to help you determine the best investment strategy for you and your family.

Whether it’s time to invest in your retirement, we are here to help with your financial security. We will help bring you a clear and mindful understanding of your personal financial goals.

Celtic Financial Solutions Ltd. has a full line of wealth management products and services and is committed to the financial well being of students and retirees in Cape Breton.

• Registered Retirement Savings Plans (RRSP’s)
• Registered Education Savings Plans (RESP’s)
• Tax Free Savings Accounts (TFSA’s)
• Retirement Income Planning
• Estate Planning
• Life, Travel, Critical Illness, Disability & Income protection insurance
• Pension Planning and Management
• Tax Planning
• Mutual Funds and Other Investment Options

Managing your money can get complicated at times especially when trying to pay bills and save for the future. It’s complicated, we get it! Events like a child’s education or retirement planning is a lot to take on by yourself. This is where the financial experts at Celtic Financial Solutions can help!

No matter what your current or long term goals may be, we can help develop a financial plan that takes the pain out of money management.

Contact us for a consultation or general inquiries 902-564-8963 [email protected]