What should I look for in a St. Catharines financial advisor?

A strong St. Catharines financial advisor should understand how the different parts of your financial life fit together. That can include investments, retirement income, tax planning, estate planning, insurance and, for business owners, succession planning. At Sacco & Associates Private Wealth Management, our team brings more than 45 years of combined experience and works collaboratively to create coordinated strategies for families and business owners across the Niagara Region.