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WHAT DOES YOUR FUTURE LOOK LIKE?


Don't just chase your dreams...


LET US HELP YOU PLOT A PATH!

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When you work with Safety Bay Financial, you’re choosing a relationship. You're
choosing to receive personalized attention and a clear understanding of the
goals unique to you.

Choose to work with us and we will identify a strategic approach to help you
achieve your goals. We design your portfolio based on your unique priorities and
manage it, hands-on to optimize your investment.




WHAT WE DO & WHO WE HELP

We serve a select group of affluent families who are looking for expert guidance
in overseeing their financial affairs. These people are looking to preserve
their wealth, mitigate taxes, take care of their heirs, ensure their assets are
not unjustly taken, and make a positive financial impact on those they care
about.

Successful Individuals and Families Work With Us To:

Develop and implement a comprehensive wealth management plan to remain affluent
while achieving their financial dreams.

Make smarter decisions in today's uncertain political, economic, and social
environment.

Obtain an independent second opinion from a top financial advisor in their
community.

We only work with clients for whom we can make a significant impact and provide
the best possible service.


WHAT MAKES US DIFFERENT

We only work with clients for whom we can make a significant impact and provide
the best possible service. These Clients:


1.

Have an understanding of the importance of planning and investing, but lack the
time, skills, or desire to plan on your own


2.

Are ready to follow and implement our advice, and are eager to engage in our
planning, investment and risk management process


3.

Appreciate personalized service from a knowledgeable team with a wealth of
experience and expertise


4.

Are more concerned about having a personalized plan of action rather than the
latest trendy stock or investment


5.

Are willing to invest in our process to benefit their futures and share their
Safety Bay Financial experience with others


6.

Want to focus on taking care of their families and seek the freedom that money
makes possible


7. 

Have sufficient assets invested to be independent and/or take care of their
families


8.

Live in Canada



.

> Price is what you pay.
> 
> Value is what you get.
> 
> -   Warren Buffet


LETS GET IN TOUCH!

Don't leave without giving us your number.

Our Team

Contact Us




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SAFETY BAY FINANCIAL INC.

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ADDRESS

301 First Avenue South, 3rd Floor
Kenora, ON, P9N 1W2, CA

admin@safetybay.ca

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