What are the opening hours?

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

Applied Wealth Strategies, 336 Kings Road Suite 204, Sydney, NS (2026)

We understand that. You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure an

d grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients. The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you. And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future. We are focused on the needs of Sydney Credit Union members but we welcome clients from our community as well.

12/31/2022

Happy New Year 2023 from the Gondola at Cape Smokey

11/06/2018

It is Financial Planning Month so we have attached an article entitled Financial Planning Can Help Anyone at Any Life Stage.

By developing a financial plan tailored to your unique situation and goals, you can balance what you need and want today with your dreams for the future.

09/08/2017

It’s that time of year we start to see school buses, busier traffic in the morning, and the savings account depleting for extra costs of schooling.

We think this is the perfect time for an RESP refresher.

http://www.appliedwealth.ca/registered-education-savings-plan

09/01/2017

Many people put off planning for their retirement for many reasons. Sometimes they don’t think they can afford it or perhaps they have to many debt commitments.

Often people are in their 40’s and 50’s when they start thinking about retirement.

The attached article talks about how it’s not too late at that age to start but it is always best to start as early as possible.

https://www.financialplanningforcanadians.ca/financial-planning/starting-your-retirement-planning

If you think you’re a bit late to the party when it comes to planning your retirement, you’re not alone.

08/25/2017

Anytime is a good time to discuss your financial goals and to create a tax strategy with your partner but the ideal time is just as you start to settle into your lives together.

The attached article from our August newsletter discusses this further.

http://www.appliedwealth.ca/e-newsletter/2017/2017-08/article-2.htm

The wedding and honeymoon are over and you're settling in to your new life. You've accomplished many goals together over the past year with compromises being made over wedding plans, honeymoon destination, and a million and one other details. As you settle in for a long and fruitful life together, i...

Address

336 Kings Road Suite 204
Sydney, NS
B1S1A9

Opening Hours

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

Website

http://www.appliedwealth.ca/

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