It is our great pleasure and excitement to announce that Lougheed Financial Planning of Sudbury, Ontario and Guided Wealth Management are working together to help client's achieve their financial goals.
Both well respected and established wealth management and planning firms, Lougheed Financial Planning and Guided Wealth Management will work together to continue serving their clients with professional and trusted expertise.
We look forward to building new relationships and providing support to clients through our expanded teams. Offices will remain in the current locations in both Oakville and Sudbury, Ontario.
Please join us in welcoming Lougheed Financial Planning. If you have any questions please contact us at any time.