Assante Financial Management Ltd.

Assante Financial Management Ltd.

656 Westmount Rd W, Kitchener, Ontario, N2M 1R8, Canada

Liana Carvalho - Sun Life Financial

Liana Carvalho - Sun Life Financial

678 Belmont Ave W #304, Kitchener, Ontario, N2M 1N6, Canada
Liana is a true professional by definition of the word. She takes the time to explain and make sure you understand everything. Not only am I using her services myself, but I also send my clients to her as well. Being a real estate professional, I know I can trust Liana with my clients and be very confident that they will be looked after. Liana continues to go above and beyond expectations. Before I began my real estate career, I didn't really know where to start from a financial planning perspective. After sitting down with her over the course of about 2 meetings, we were able to put together a financial plan so I could focus on real estate full time. I very highly recommend Liana for any and all of your financial planning needs!

Edward Jones - Financial Advisor: Terry Bax

Edward Jones - Financial Advisor: Terry Bax

684 Belmont Ave W #Ste 203, Kitchener, Ontario, N2M 1N6, Canada

Brittain Group Financial Services

Brittain Group Financial Services

320 N Park St #3, Brantford, Ontario, N3R 4L3, Canada

Gerber Financial Services Inc. & Manulife Securities

Gerber Financial Services Inc. & Manulife Securities

1457A Gingerich Rd #Suite 3, Baden, Ontario, N3A 3J7, Canada

KLT Wealth Management/Investia Financial Services Inc.

KLT Wealth Management/Investia Financial Services Inc.

148 Peel St #unit 1b, New Hamburg, Ontario, N3A 1E3, Canada

Total Farm Services (Ontario) Inc

Total Farm Services (Ontario) Inc

233 Huron St, New Hamburg, Ontario, N3A 1K2, Canada

Rankine Financial

Rankine Financial

663 Salzburg Dr, Waterloo, Ontario, N2V 2N8, Canada

Nichole Hunstein - TD Financial Planner

Nichole Hunstein - TD Financial Planner

460 Erb St W, Waterloo, Ontario, N2T 1N5, Canada

Assante Financial Management

Assante Financial Management

50 Westmount Rd N, Waterloo, Ontario, N2L 2R5, Canada

Assante Financial Management Ltd.

Assante Financial Management Ltd.

20 Erb St W ##1002, Waterloo, Ontario, N2L 1T2, Canada

Edward Jones - Financial Advisor

Edward Jones - Financial Advisor

180 King St S #150, Waterloo, Ontario, N2J 1P8, Canada

Edward Jones - Financial Advisor: David Friesen

Edward Jones - Financial Advisor: David Friesen

180 King St S #Ste 150, Waterloo, Ontario, N2J 1P8, Canada

Brad Rowley - BMO Financial Planner

Brad Rowley - BMO Financial Planner

664 Erb St W, Waterloo, Ontario, N2T 2Z7, Canada

Personalized Investment Planning Inc

Personalized Investment Planning Inc

1644 Highland Rd W, Kitchener, Ontario, N2N 3K7, Canada

Credential Securities Inc

Credential Securities Inc

168 King St S, Waterloo, Ontario, N2J 1P6, Canada

Dean Kleebaum - TD Financial Planner

Dean Kleebaum - TD Financial Planner

15 King St S, Waterloo, Ontario, N2J 1N9, Canada

Assante Capital Management Ltd.

Assante Capital Management Ltd.

24 Dupont St E, Waterloo, Ontario, N2J 2G9, Canada

DeLisi & Associates

DeLisi & Associates

190 Victoria St S, Kitchener, Ontario, N2G 2B9, Canada

Raymond James Ltd

Raymond James Ltd

595 Parkside Dr #Unit 1, Waterloo, Ontario, N2L 0C7, Canada

Popular locations in Canada

Popular locations in United States