32 more results for wealth management
Sarnia, Ontario, Canada
What does your retirement look like? We help individuals, families, professionals and business owners plan for a secure and prosperous life through strategic independent planning. You could turn to your friends, your family or your local bank for advice. But only an independent financial advisor is …
Fort St John, British Columbia, Canada
“What counts is what you do with your money, not where it came from.” -Merton MillerRae has been with IG Wealth Management since 2009 and is a Certified Financial Planner and Registered Retirement Consultant. Her background in the legal and accounting fields, coupled with her entrepreneurial spi…
Toronto, Ontario, Canada
As the leading independent wealth manager in Canada, we offer the personal touch of a boutique firm while delivering big results. We take the time to get to know your unique situation so we can start to create a plan tailored specifically to you that brings your vision of the future to life. Since 1…
Toronto, Ontario, Canada
The Farwell Group is a wealth management team with decades of experience advising affluent Canadians. Our wealth advisors in Toronto combine many unique and complementary strengths to provide investment management and financial planning services that evolve with you as your life and goals change…
Toronto, Ontario, Canada
Personalized wealth management in North York: Most people
have never experienced financial planning this personal—and once they do, they
never go back. At Wherry & Associates Private Wealth Management, everything
we build is designed around you. Not someone like you. You. Your goals. Your
…
Toronto, Ontario, Canada
We've helped over 133 families, businesses and individuals
like you to live a happier and more stress free life through efficient wealth
and financial planning and management.Through our hands-on approach to financial management
& risk planning, we ensure a level of fun and professionalism th…
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Toronto, Ontario, Canada
Our approach delivers made-to-measure wealth management strategies coupled with a superior client service experience. We believe that every generation of investor has a voice and should have direct access to the top people at our firm. We take the time, not only when you first become a client, but t…
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Halifax, Nova Scotia, Canada
Whether you’re navigating a major financial decision or just
need reassurance that you’re on the right track, we’re here to guide
you—patiently, clearly, and with your best interests at heart. (Investors Group
Financial Services Inc.)…
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Vancouver, British Columbia, Canada
We are committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. We focus on a select number of families to ensure the highest service. We work as a team to deliver the best service and value to our clients…
Orangeville, Ontario, Canada
MyOrangevilleInsuranceBroker.ca is a team of local, independent
financial advisors in Orangeville who came together to serve the local
community in the areas of insurance, personal finance and planning. As a
collective, we offer a wide range of services and products to suit your
individual n…
Calgary, Alberta, Canada
Our client relationships require mutual Like, Trust, and Belief, when designing your customized
Quality Financial Plan. Taxation, transfer of wealth, estate planning
are just a few of the barriers to achieving your dreams and leaving a
lasting legacy. Our team will provide clarity where there …
Abbotsford, British Columbia, Canada
Solid advice. High-quality investments. Personal touch.An independent Financial Advisor with Valley-Wide Financial / Worldsource Financial Management Inc.We are about you. Aside from all the detailed work my team and I do behind the scenes, it really is our goal to be one of the most enjoyable and b…