Our approach is to educate and guide our clients using a team of financial specialists to address their unique needs.
First and foremost, we take the time to get to know you, determine specific needs, then build a personalized progressive strategy to deliver full-service to our clients.
WHO WE ARE
We are a group of like-minded individuals that are genuinely interested in making a difference for the people we work with. Our client’s best interest is at the centre of everything we do: whether that is helping protect a family from hardship upon the death, disability or critical illness of a loved one, preparing an investment/retirement plan to help clients reach a successful retirement, or helping a business set up and manage a group benefit plan to protect & assist their most important assets — their employees and their families.
There is no better feeling than watching our clients succeed and knowing that we had a hand in their success.
We are small enough to provide the personal service that our clients have come to expect and yet we are large enough to have professionals that specialize in each area of expertise. We firmly believe that no one person can be all things to all people.
Building relationships and taking the time to understand our client’s current situation and goals before offering any solutions are very important to providing proper advice.
I have been a client of Lorne Curry since he first started in business years ago. He has advised me in my financial decisions along the way as my situation changed in my personal life as well as my career…
We have been investors with Curry Financial Group since 2006. The Curry Financial team has played an integral part in building our personal financial well being. They have both met and surpassed our expectations in all areas…
LIFE, HEALTH & WEALTH
CURRY FINANCIAL GROUP
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