Investment Advisor Georgetown Office
Ted Flanagan is an Investment Advisor operating out of the Caldwell Securities Ltd. office in Georgetown, Ontario.
A University of Guelph graduate, and with a strong background in small business, Ted builds tax-effective portfolios for individuals, institutions, businesses and charitable organizations, using individual stocks, bonds, GICs, exchange-traded funds and mutual funds.
He prefers to create portfolios that will pay the investor through interest, dividends and distributions by applying options strategies to drive income into the accounts.
Knowing that unforeseen circumstances can quickly destroy an effective investment plan, Ted also uses insurance vehicles to safeguard his clients’ assets, as well as to deal with clients’ ongoing business and estate issues.
Residing with his family on his horse farm in Erin, Ontario, Ted is an active member of the Georgetown Community.
Find out more by visiting him at: https://www.facebook.com/TedFlanaganIA/