Napanee Private Wealth & Corporate Advisory

Serving the vibrant community and agricultural sector of Lennox and Addington County, Napanee is a key focus area for our services. We provide confidential Corporate Advisory for local agri-business and service-based companies looking to optimize or sell. Our Private Wealth division offers specialized investment and private capital preservation strategies for successful families and business owners across Napanee.

Advisory service

  • business cash flow optimization

  • business operations enhancement

  • business growth and expansion

  • business turn around strategies

  • business succession & transition plans

  • mergers and acquistions advisory

  • owner independence planning

  • business sale preparation

Napanee private wealth
  • Connect with Old York in Canada

chairman & managing partner

connor a. Schroder

old york financial - foudner and chairman

old york advisory - business advisory specialist

old york capital partners - managing partner private wealth

 

info@oldyorkfinancial.com

napanee, ontario
Monday–Friday
9:00am - 9:00pm