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Virtue Financial

20 Years of

COMBINED EXPERIENCE

We have the knowledge you need.

See Our Services

Prince Edward Island

Financial Advising

Whatever your financial objectives, the benefit of working with us is that our plans are always custom-made, fitted to your exact specifications. Our advisors will work with you to ensure your questions are answered, and your wholistic financial wellness is secured.

Investment Management

We can answer any and all questions related to your investment preferences, and design an investment strategy that matches your income, expenses, life, risk comfort, goals, and much more. Our advisors have access to a variety of investments to grow your wealth safely.

Insurance Planning & Preparation

We have a variety insurance products to best suit our clients. Let us help you to find the perfect insurance products to cover the things that matter most in life to you. Insurance is your way to mitigate life's risks, and is there for you and your family when you need it.

Mortgage Brokering

Whether you’re buying your first home, building your next project, upgrading, investing, or renewing your mortgage, we can walk you through your options and help you find the solutions that can best fit your unique needs. With over 60 lenders in our network, we have a mortgage for almost every situation.

Estate & Retirement Planning

Today few employers offer the traditional company pension plans that guarantee them a reliable income stream during retirement. Proper planning for retirement is a complex task and should not be left to chance. Our advisors can help plan your estate to secure you and your family's future.

Credit Counselling

Credit is your reputation with institutions. Are you struggling with credit issues, or just want to learn more? We have the knowledge and services to provide you with a solution tailored to your needs to help improve your credit, pay off debt, and finally get yourself ahead in credit for good.

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