Southlake Wealth & Estate Group Inc.

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Southlake Wealth & Estate Group Inc.

We work in partnership with you — We work in partnership with you

Our Carrier Partners:

Blue Cross
BMO insurance
Canada Life
CPP - Canada protection plan
Equitable Life
Empire Life
Foresters
Manulife
RBC Insurance
Sun Life
Ivari

Monday & Tuesday: 8:00 a.m. to 4:00 p.m.

Wednesday & Thursday: 8:00 a.m. to 3:00 p.m.

Friday: 8:00 a.m. to 1 p.m.

Later by appointment or we can come to you

Saturday - Sunday:

By Appointment

Privacy Information:

Once you are a client…

You, the client, consent to the collection and use of documentation/information from meetings to provide product recommendation(s) and to be contacted by the insurance carrier, our advisors and/or the staff of Southlake Wealth & Estate Group if necessary. You consent to being contacted relating to your new, pending or previous insurance products. The Managing General Agent (Financial Horizons Group) may need to contact you regarding your insurance products.

If you feel at any time that you wish to no longer work with Southlake Wealth & Estate Group, you will be removed from contact lists as per your request.

Southlake Wealth & Estate Group Inc.

17705 Leslie Street,

Newmarket, ON, L3Y 3E3,

Canada

905 727 3934 info@southlakewealth.com

Hours

Mon 8 am - 4 pm

Tue 8 am - 4 pm

Wed 8 am - 4 pm

Thu 8 am - 4 pm

Fri 8 am - 4 pm

Sat Closed

Sun Closed

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