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Stratford Financial Planning
206 Ontario St, Stratford, Ontario, N5A 3H4, Canada
Dana MacRae - Licensed Insolvency Trustee
206 Ontario St #206, Stratford, Ontario, N5A 3H4, Canada
Jasoel
196 Ontario St, Stratford, Ontario, N5A 3H4, Canada
Edward Jones - Financial Advisor: Julian Piwowarski
192 Ontario St, Stratford, Ontario, N5A 3H4, Canada
RBC Dominion Securities Inc.
187 Ontario St, Stratford, Ontario, N5A 3H3, Canada
Wagner Financial Svc
5809 Line 66, Atwood, Ontario, N0G 1B0, Canada
BMO Bank of Montreal
Stratford, Ontario, N5A 1W8, Canada
Staff is awesome to work with. BMO has always worked hard to meet my needs and has always succeeded in exceeding my expectations.
Mark Lewis - BMO Financial Planner
73 Downie St, Stratford, Ontario, N5A 1W8, Canada
Shawn Bohnert - TD Financial Planner
41 Downie St, Stratford, Ontario, N5A 1W7, Canada
Scotiabank
1 Ontario St, Stratford, Ontario, N5A 3G7, Canada
Fast and friendly
Nesbitt Financial Strategies Inc.
165 Huron St, Stratford, Ontario, N5A 5S9, Canada
Vancea Financial Group Inc.
216 Huron St, Stratford, Ontario, N5A 5S7, Canada
Fiscal Wellness Inc
207 Huron St, Stratford, Ontario, N5A 5S9, Canada
Rod Smith Financial
386 Cambria St, Stratford, Ontario, N5A 1J4, Canada
HollisWealth
552 Huron St, Stratford, Ontario, N5A 5T9, Canada
Sensible Insurance & Financial
Meaford, Ontario, N4L 1W7, Canada
Waddell & Reed, Inc. - Financial Advisors
131 S Union St, Spencerport, New York, 14559, United States
Tradition Financial Svc Ltd
264 Huron Rd, Sebringville, Ontario, N0K 1X0, Canada
Lighthouse Wealth Management
143 Main St, Brighton, Ontario, K0K 1H0, Canada
I would not recommend this firm. Ive never taken the time to write an online review, but thought that the public would benefit from my personal perspective. I had a 8 - 10 year relationship, both personally, and across many members of my family. I caution all who are reading this on the integrity of the owner of this business. The activities and judgement of the owner, which may be different amongst other members of the team, is in my personal opinion, is borderline fraudulent. Decisions were made around the direction and management of funds to benefit the owner, not the clients. This is a breach of trust in my personal perspective. There was also very minimal transparency around fund management - despite requesting access to the information. I would not recommend leveraging their services. Please keep in mind, this is my personal opinion and perspective and may not represent broader thoughts and opinions.