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Ready to take control of your financial future? Our specialized team members are here to guide you through personalized solutions tailored to your unique situation and goals.

Investment Planning Tax Strategy Retirement Solutions Business Finance

Our Specialized Departments

Investment Advisory

Lead: Sarah Chen, CFA

Direct: ext. 201

Focus: Portfolio management, risk assessment, market analysis

Tax & Estate Planning

Lead: Michael Torres, CPA

Direct: ext. 203

Focus: Tax optimization, estate planning, succession strategies

Retirement Solutions

Lead: Jennifer Walsh, CFP

Direct: ext. 205

Focus: RRSP/RRIF planning, pension optimization, retirement income

Main Office

5369 Canotek Rd #5, Gloucester, ON K1J 9J3, Canada

Phone: +1 (506) 382-8063

Email: info@ronaventhilosa.com

Hours: Monday - Friday, 8:00 AM - 6:00 PM EST

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Tell us about your financial goals and we'll connect you with the right specialist. Our smart routing system ensures your inquiry reaches the expert best suited to help you succeed.