Asset Management

Cooke Insurance Group of Companies has entered into a Strategic Alliance with Citadel Securities.

Citadel Securities is an Atlantic Canadian company with Head offices in Halifax and a sub-Branch Office in Charlottetown, represented by James Wood. Mr. Wood is a Chartered Financial Analyst, one of only two in PEI.

Please visit the Citadel Securities website to view all of the services offered (see below). James Wood can be contacted at 902-626-3915. The Citadel office is at 129 Kent Street, Suite 304, Charlottetown, PEI, C1A 1N4.

Visit their website at www.citadelsecurities.ca

ASSET MANAGEMENT SERVICES & BENEFITS

• RRSPs (Registered Retirement Savings Plan)
• Mutual Funds
• RESPs (Registered Education Savings Plan)
• RRIFs (Registered Retired Income Fund)
• Annuities
• LiFs (Life Income Fund)
• GICs (Guaranteed Investments)
• Segregated Funds