Financial
Wealth Management
Investments
Insurance
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Annuities
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Richard Kubiak - Ameriprise Financial Services, Inc.
2498 Union Rd, Cheektowaga, New York, 14227, United StatesScotia Mc Leod Inc
Cobourg, Ontario, K9A 5W4, CanadaPrimerica Financial Services
1005 Elgin St W #suite 303, Cobourg, Ontario, K9A 5J4, Canada
Absolutely unbelievable team of people!!
Steven Kohut - TD Financial Planner
7267 ON-26, Stayner, Ontario, L0M 1S0, CanadaFreedom 55 Financial
1026 Booth St, Cobourg, Ontario, K9A 5G4, CanadaRutherford Financial Svc
72 King St W, Cobourg, Ontario, K9A 2M3, CanadaAssante Wealth Management
148 Third St, Cobourg, Ontario, K9A 5X2, Canada
Great helpful staff
BMO Bank of Montreal
62 King St W, Cobourg, Ontario, K9A 2L9, Canada
Have been banking with BMO for about 40 years. Wouldn't change banks for anything.
BMO Nesbitt Burns Inc
62 King St W, Cobourg, Ontario, K9A 2L9, CanadaCory Hazael - BMO Financial Planner
62 King St W, Cobourg, Ontario, K9A 2L9, Canada
I recently had the pleasure of doing business with Corey. I turn 65 this year and Cory set up my financial accounts to provide me with a monthly income for my retirement. He is very knowledgeable and explained everything in terms I could understand. I highly recommend this young man.
IPC Securities Corporation - Jay Houston
24 Covert St #Suite 201, Cobourg, Ontario, K9A 2L6, CanadaEdward Jones - Financial Advisor: Tristan Hilderley
3 King St W, Cobourg, Ontario, K9A 2L8, CanadaSherry-Lynn Dolley Investors Group
259 Division St, Cobourg, Ontario, K9A 3P9, CanadaKristy MacDonald - TD Financial Planner
1 King St W, Cobourg, Ontario, K9A 4K2, CanadaNorthside Financial Planning
253 Division St, Cobourg, Ontario, K9A 3P9, CanadaIPC Securities Corporation - Tom Weichel
245 Division St, Cobourg, Ontario, K9A 3P9, Canada
I met Ken through a local business networking group and asked him for a consultation about my investment funds. Ken was very patient with me and explained everything with perfect examples so that I could easily grasp the concepts he was describing. Ken has been in the business for a long time and was able to use real examples from his personal experience. Ken also mentioned issues and situations that I have never heard of, from other financial planners I have dealt with. I have no qualms about personally recommending Ken to anyone who is looking for an extremely knowledgeable, capable, and patient financial planner. Very good communication skills are a real bonus.