Progressive Wealth & Estate Solutions Inc.
Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, we’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
After evaluating your needs, risk tolerance and life stage, we’ll recommend solutions that best help you achieve your goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through Freedom 55 Financial, we can help you make sense of your options.
About Dean Marshall
I feel very privileged to have worked as a financial security advisor since 1998. I work hard to provide solutions that benefit and enrich the lives of the many wonderful people I call clients.