Lawrence Cole, Financial Security Advisor, Investment Representative

Lawrence Cole, Financial Security Advisor, Investment Representative Financial Planning, Insurance Agent, Insurance Broker Your plan is tailored to your needs, risk tolerance and the goals you want to achieve.

I work with clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. The process I follow to create your plan includes:

• Gaining a clear understanding of your goals and dreams
• Analyzing your situation and identifying gaps
• Building a plan to help you achieve short- and long-term goals

• Reviewing your plan regularly to ensure it continues to meet your changing needs

I am able to offer a broad range of financial products from a number of companies, including: savings and investments, retirement income and life insurance. When specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts, including:

• Directors, business development
• Retirement and investment services managers
• Life product managers
• Tax and estate planning consultants
• Private wealth counselors
• Group product specialists
• Employee benefit specialists
• Living benefits specialists

If you’ve been too busy to put a proper financial security plan in place, here’s your opportunity. In a relaxed setting, at a time convenient to you, we can work together to create a plan that can help you achieve your goals and dreams. Please contact me today to arrange to get together. There’s no obligation. Specialties: Listening to clients to help them translate the kind of retirement they envision into a retirement plan that helps them get there. Insurance Products, including segregated fund policies, are offered through Cole Wealth Management Inc., and Investment Representative Lawrence Cole offers mutual funds and compensated referrals through Quadrus Investment Services Ltd. How my social media page is used: https://www.freedom55financial.com/ff/social-media #

Merry Christmas to our valued clients, friends, and family. Wishing you a joyful holiday season and a healthy, prosperou...
12/22/2025

Merry Christmas to our valued clients, friends, and family. Wishing you a joyful holiday season and a healthy, prosperous New Year.

HAPPYMOTHER’S DAY !
05/11/2025

HAPPY
MOTHER’S DAY !

Of all the registered accounts, the still relatively new FHSA might be the trickiest to manage.
07/17/2024

Of all the registered accounts, the still relatively new FHSA might be the trickiest to manage.

A roundup of investment ideas for active investors

07/16/2024

From wellness programs, help with saving for retirement, college and emergencies and possibly even financial advice, your workplace benefits are there for you. https://ow.ly/8qvx50SyMOc

For close to a century, putting your savings into a federally insured bank has been a sure thing: If the institution fai...
07/15/2024

For close to a century, putting your savings into a federally insured bank has been a sure thing: If the institution fails, up to $250,000 of your money will be protected. What if it isn’t anymore? The promise of bank insurance — a tenet of U.

For close to a century, putting your savings into a federally insured bank has been a sure thing: If the institution fails, up to $250,000 of your money will be protected. What if it isn’t anymore? The promise of bank insurance — a tenet of U.S. consumer protection since the Great Depression —...

Here’s the advice of a financial planner for someone approaching retirement, who has a defined benefit pension and wishe...
07/13/2024

Here’s the advice of a financial planner for someone approaching retirement, who has a defined benefit pension and wishes to support his children.

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains ...
07/12/2024

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

For the average retirement investor with a good tax strategy, there are tools available to avoid paying a capital gains tax at any rate.

07/11/2024

Why were we all so eager to rush into adulthood? Growing up means an endless loop of responsibilities and chores. And wishing we were young again https://ow.ly/OSnk50SyMzW

Changes to the general anti-avoidance rule (GAAR). The penalty will now be calculated as 25% of the additional tax owing...
07/03/2024

Changes to the general anti-avoidance rule (GAAR). The penalty will now be calculated as 25% of the additional tax owing by a taxpayer as a result of the GAAR’s application. The 2% share buyback tax that applies as of Jan. 1, 2024, to the annual net value of equity repurchases by public corporations and certain public trusts and partnerships.

Budget implementation bills C-59 and C-69 received royal assent late Thursday

The majority of his $6.4-million RRSP is also invested in the same high-risk investment in an unconventional approach th...
07/02/2024

The majority of his $6.4-million RRSP is also invested in the same high-risk investment in an unconventional approach that would alarm many financial experts

The majority of his $6.4-million RRSP is also invested in the same high-risk investment in an unconventional approach that would alarm many financial experts

Plus, the cost of keeping cool this summer and a look at how prices for some food staples have changed since 2002
07/01/2024

Plus, the cost of keeping cool this summer and a look at how prices for some food staples have changed since 2002

Plus, the cost of keeping cool this summer and a look at how prices for some food staples have changed since 2002

Kelsey and Taylor earn high incomes — Kelsey, a consultant, makes $180,000 a year, and Taylor, a banker, makes $150,000....
06/29/2024

Kelsey and Taylor earn high incomes — Kelsey, a consultant, makes $180,000 a year, and Taylor, a banker, makes $150,000. But Taylor has recently been thinking about going back to school. “Taylor is interested in taking a part-time master’s program ...

Kelsey and Taylor's balance sheet looks good, says Jason Heath, but their small registered disability savings plan is a missed opportunity to sock away money with matching contributions from Ottawa.

Address

119 Queen Street. Suite 102
Charlottetown, PE
C1A4B3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Lawrence Cole, Financial Security Advisor, Investment Representative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category