Founded in 1987, Investment Strategies, Inc. is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Adviser. The company operates on a fee-only basis and acts as a fiduciary for its clients, which include individuals, families, and businesses. Its mission is to help clients achieve financial peace of mind through a comprehensive approach that integrates financial planning, investment management, and retirement plan services.

Founded in

Canada