Picton Private Wealth & Corporate Advisory

Serving the unique wealth and business needs of Prince Edward County, we offer discreet, partner-led services for owners and accredited investors. Our expertise spans comprehensive Private Wealth strategies, Corporate Advisory for established local enterprises, and strategic assistance to sell your business in Picton's growing markets. We are committed to securing generational value across the region.

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

old york financial or affiliates also acquire businesses in certain situations

PEC-Picton private wealth corporate advisory
PEC-Picton private wealth corporate advisory
  • 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

Connor A. Schroder
 

info@oldyorkfinancial.com

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