Specialty Wealth & Financial, www.SpecialtyWealth.com

Specialty Wealth & Financial, www.SpecialtyWealth.com Our goal at Specialty Wealth & Financial is to be the company people depend on for integrated solutions to all their financial needs.

We are building our Business Today, and for the Future Security of our clients tomorrow.

Scammers are getting very good at what they do.  See attached for some information about what to look for.
04/02/2026

Scammers are getting very good at what they do. See attached for some information about what to look for.

Our office hours, over the Holiday Season.Virtual office is OPEN -- In-person meetings by appointment ONLY for Monday, D...
12/18/2025

Our office hours, over the Holiday Season.

Virtual office is OPEN -- In-person meetings by appointment ONLY for Monday, Dec 22nd 9 am to 5 pm, Tuesday, Dec 23rd, 9 am to 5 pm. and Wednesday, Dec 24th from 9 am to noon.
Please call us at 905-987-3866 or toll-free at 1-888-388-3114 and a staff member will be happy to assist you.

Our office is closed as of Wednesday Dec 24th at noon, reopening on Monday, Jan 5th, 2026 at 9 am.

If you need to reach us, please call the office and leave a voice message. We will be checking our voice messages, intermittently, during the holidays.

We wish every a Safe and Happy Holiday Season

See you in 2026!

For Halloween tomorrow, our office will be closing at noon.We can still be reached by phone until 4 pm..  WE wish everyo...
10/30/2025

For Halloween tomorrow, our office will be closing at noon.
We can still be reached by phone until 4 pm..
WE wish everyone a safe and enjoyable Halloween!!

Due to upgrades our office systems will be down today.  We can be reached by phone today.  Our systems will be available...
10/16/2025

Due to upgrades our office systems will be down today. We can be reached by phone today. Our systems will be available tomorrow. We apologize for any inconvenience and hope you have a great day.

You may be able to check your TFSA with CRA now.  There are still some that can't see their TFSAs on CRA, yet.
06/18/2025

You may be able to check your TFSA with CRA now. There are still some that can't see their TFSAs on CRA, yet.

Information remains temporarily unavailable for 10% of TFSA holders, the agency says

Announcing our Summertime Hours.Mondays, our office is closed BUT our Virtual office is open from 9 am to 5 pm.  Please ...
06/13/2025

Announcing our Summertime Hours.

Mondays, our office is closed BUT our Virtual office is open from 9 am to 5 pm. Please call, text or email us on Mondays, and an associate will be happy to assist you.

We Welcome in-person visits, from Tuesday to Thursday, 9 am to 5 pm and on Fridays, 9 am to 4 pm.

You may reach us at 905-987-3866, or Toll-free at 1-888-388-3114, text to 905-449-7966 or email [email protected].

We would like to wish everyone a safe and enjoyable summer season, and thank you for your cooperation.

Photo courtesy of Pixabay

Our Office Will Be CLOSED for in-office appointments THURSDAY JUNE 5th 2025 & FRIDAY JUNE 6th 2025 For Assistance, pleas...
06/02/2025

Our Office Will Be CLOSED for in-office appointments

THURSDAY JUNE 5th 2025 & FRIDAY JUNE 6th 2025

For Assistance, please call 905-987-3866

We will re-open on Monday June 9th 2025 at 9:00 am

Phones are working again.  WHEW!!!!Please call us at 905-987-3866 or 1-888-388-3114 or Text us at 905-449-7966.Thank you...
05/08/2025

Phones are working again. WHEW!!!!
Please call us at 905-987-3866 or 1-888-388-3114 or Text us at 905-449-7966.
Thank you for your patience.

We hope you enjoy your Easter weekend.Our office will be closed Good Friday, April 18th and Monday April 21st, reopening...
04/16/2025

We hope you enjoy your Easter weekend.
Our office will be closed Good Friday, April 18th and Monday April 21st, reopening Tuesday 22nd at 9am.

Canadian Fundamentals remain resilient despite market turmoil.
04/02/2025

Canadian Fundamentals remain resilient despite market turmoil.

Corrado Tiralongo of Canada Life Investment Management says Canadian fundamentals remain resilient despite market turmoil

BMO's report on the economy.
03/18/2025

BMO's report on the economy.

Economy faces unprecedented risk from volatile U.S. policy

Address

38 Baldwin Street
Newcastle, ON
L1B1H1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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