Specialty Wealth & Financial Inc. is a Financial Security Advisory Company Incorporated in 2007
We are a financial security advisory company, licensed for life, health and group insurance plans in Ontario. Ron King is also registered to sell mutual funds in Ontario. We represent several major insurance and investment companies. We are dedicated to providing the best service possible to our clients by offering a wide variety of insurance and financial products.
Specialty Wealth & Financial represents insurers directly or through our Managing General Agent (MGA), Bridgeforce WCS. Canada Life products are placed directly through Advisor Solutions. Our office is located at 38 Baldwin Street, in Newcastle, Ontario, Canada
To position Specialty Wealth & Financial as the Personal Financial Company, renowned to offer the best Service, Knowledge and Advice to clients, advisors and associates. We are building our Business for Today, and for the future security of those who put their trust in us.
Our mission is to build a financial security plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you and your financial security plan should reflect your unique situation and be tailored to your needs.
We’ll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we’ll continue to work with you by meeting with you and reviewing your financial security plan. This review is to help ensure you’re still on track to achieving your goals as your life changes.
What does this mean to you? You will receive the advise and guidance as often as you feel is appropriate to your needs.