Advisor Profile: The Plentai-Lewis Group
The Plentai-Lewis Group can help simplify things. Through a single and direct relationship with our team, we provide you with access to a whole world of integrated wealth management services and solutions, customized to your lifetime goals and requirements of your lifestyle, your family and your business.
From left to right – Gail Belchior, Associate Advisor; Robin Lewis, Investment Advisor; Milan Plentai, Senior Investment Advisor; Lori Berry, Administrative Assistant; Sean Greenhalgh, Administrative Assistant; Bogue Clark, Administrative Associate.
The depth of the team and extent of experience that is utilized in our disciplined process brings comfort and confidence to the families and institutions that work with us. Clients have said that by using our team of financial experts they have greater peace of mind.
One of the core values that differentiate this team of experts is that critical independent thinking is used to apply the most appropriate strategies (investment selection and management, financial planning, tax efficient investing, income protection strategies-life, disability and long term care insurance) to help identify the right solutions at the right time. We will work directly with your own personal team of professionals (accountants, lawyers) for a fully integrated financial plan. Regular review meetings provide the ongoing management, monitoring and updates to keep you comfortable, confident and liberated.
The Plentai-Lewis Group is located in St. Catherines, Ontario. Visit www.plentai-lewisgroup.com or call 1-866-520-1221 for more information.