Independent Certified Financial Planner - ranked #2 on Canada's Top 50 Advisors list and voted one of Burlington's Best Financial Planners since 2009. Leony specializes in retirem...more...See more text
Simplesmart ADVICE is about making smart financial decisions when they matter most, when an event occurs in your life that impacts your financial situation. Helping people work thr...more...See more text
At Investors Group Financial Services Inc in Burlington, we create written comprehensive financial plans for Canadians to ensure that they achieve all of their financial goals. Wit...more...See more text
At Creative Financial Results Inc. in Burlington, our financial consultants strive to make your future financially secure. Our financial planning services are personalized and affo...more...See more text
5515 North Service Rd, Burlington, ONL7L 6G4Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w...more...See more text
.Watson Investments is a fee for service Financial Planning firm located in downtown Oakville. Watson Investments has been awarded the Oakville Beaver Reader's Choice award for fou...more...See more text
Karl Runnalls, Certified Financial Planner
A sound investment strategy is a fundamental part of any wealth creation and preservation plan. We work closely with clients to design ...more...See more text
David Thistle (CFP, MBA, BBA) would like to help you reach your financial goals. Taking the mystery out of complex Financial Planning and Investment issues are just part of the adv...more...See more text
We help business owners invest better. By minimizing investment tax, creating more investment income, and creating a more consistent investment return.
We have a whole suite of...more...See more text
Pradeep Bhandari, a seasoned Financial Planner at Keybase Financial Group in Cambridge, Ontario, brings over 21 years of expertise in serving clients across diverse industries. Wit...more...See more text
Certified Financial Planners, helping you secure your financial future. At Arete Financial we create customized plans to suit your specific needs. more...See more text
We have had excellent service from Rav Badial! Between my husband and I we have met and worked with other financial planners but none as thorough as Rav. Thanks so much for your guidance and help to achieve our financial goals.Highly recommend!Read more
Paul Duxbury and Associates is a fee only, fee for service, comprehensive, independent, financial planning firm. We are fully independent and objective because we do not sell any p...more...See more text
Investing your money to help fund your goals for life is a highly personal exercise. We believe in the perfect balance of a set of integrated wealth management services combined wi...more...See more text
As a member of Canfin Financial Group, I have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and ...more...See more text
Choose to work with Monaghan Wealth and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.
Choose ...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
Serving investors in Etobicoke since 1990, International Capital Management is committed to helping you achieve financial success. As Financial Planning Consultants we also offer l...more...See more text
101-26 Hiscott St, St Catharines, ONL2R 1C6Get directions
If you are looking for expert unbiased financial planning and money coaching, Niagara Region Money Coaches may be a perfect fit for you. We are a company dedicated to helping clie...more...See more text
Kozeta Resuli Ba, CLU, RHU, EPC.
Helping Canadians protect their families from the unexpected. Expert advise coming from over 16yrs of experience, sincere advice driven by the des...more...See more text
Ledgers (Kitchener) is your one stop shop for all your accounting and financial needs. Our team of expert accountants have a combined experience of over 25+ years in accounting and...more...See more text
For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart ...more...See more text
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you coveredmore...See more text
25 Church Street, St. Catharines, ONL2R 3B4Get directions
George has over 30 years experience in the financial services industry, and has attained the CFP designation which is the highest internationally recognized Financial Planning cert...more...See more text
Mackenzie Investments is a premier financial management firm in Toronto, providing investment advisory for retail and institutional clients. Since 1967, we've provided investment s...more...See more text
Susan Mallin provides Financial Planning Services in conjunction with Lorne Steinberg Wealth Management. Providing discretionary investment management services for private clients ...more...See more text
Whatever your situation, from student to retiree, Moneystrat Securities Inc. and our associated companies Moneystrat Financial Services Inc. and Moneystrat Insurance Management Inc...more...See more text
In an industry focused on selling products and offering a "cookie cutter" approach, Opus Wealth Advisors offers a refreshing alternative. Our reputation for operating an advisory p...more...See more text
460 Phillip St, Unit 100, Waterloo, ONN2L 5J2Get directions
Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building nee...more...See more text
At Waterloo-based Young Financial Group, we have got your financial planning needs covered. Our dedicated team provides effective financial planning consultation to assist you in m...more...See more text
My name is Avery Wislesky. I have worked in the financial arena for over 25 years helping clients choose quality investments that meet their needs. I develop comprehensive investme...more...See more text
You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so...more...See more text