Financial
Wealth Management
Investments
Insurance
Mutual Funds
Annuities
Health Benefit
RRSP
Stock
TFSA
MacLEAN & MacLEAN Financial Group Inc.
355 Elmira Rd N, Guelph, Ontario, N1K 1S5, Canada
IPC Investment Corporation - Tony Santoro
13-930 Woodlawn Rd W, Guelph, Ontario, N1K 1T2, Canada
IPC Investment Corporation - Kris Dureau
930 Woodlawn Rd W #Unit 13, Guelph, Ontario, N1K 1T2, Canada
IPC Investment Corp
930 Woodlawn Rd W ##13, Guelph, Ontario, N1K 1T2, Canada
Dundee Private Investors Inc
4225 Townline Rd, Cambridge, Ontario, N3C 2V3, Canada
Sun Life Financial
78 McCormick Dr, Cambridge, Ontario, N3C 4E1, Canada
IPC Investment Corporation - Sharon Cozzarin
6310 Wellington County Rd 29, Fergus, Ontario, N1M 2W5, Canada
Credential Financial Strategy
8034 Yonge St, Innisfil, Ontario, L9S 1L6, Canada
Arete Financial
485 Pinebush Rd #205, Cambridge, Ontario, N1T 0A6, Canada
At point of our early retirement opportunity we wanted to get a younger financial advisor to tie our portfolio together and determine when our retirement could really start.
Having interviewed a few prospects, it was clear Rav has proven to be our best choice.
He was very conscientious in mapping out our portfolio and strategy making sure we understood our options and were comfortable with his suggestions.
Rav has proven his knowledge and foresight in managing our finances and continues to communicate with us on a timely basis in administrating our plan.
Rav is a very professional and personable gentleman.
Reid & Associates Financial Services Inc
55 Fleming Dr, Cambridge, Ontario, N1T 2A9, Canada
Argosy Securities
50 Fleming Dr, Cambridge, Ontario, N1T 2B1, Canada
Investment Planning Counsel
147 Walker St, Cambridge, Ontario, N3C 2C3, Canada
Cindy O'Donnell, Sales Associate Advisor to Brian O'Donnell
62 Commerce Park Dr #a, Barrie, Ontario, L4N 8W8, Canada
Cindy provides great, friendly service. She answers your questions promply and gives you options to choose from. Having a back-up is so important and Cindy really belives in what she does and that is helpful when investing in a back-up for the "what-ifs" !
River Rock Financial
62 Commerce Park Dr, Barrie, Ontario, L4N 8W8, Canada
Investors Group
138 Commerce Park Dr, Barrie, Ontario, L4N 8W8, Canada
Great financial planners. Go to Sandra Ramos or her team for your Financial Planning needs.
Julie Larsen Investors Group - Retirement Planning
138 Commerce Park Dr, Barrie, Ontario, L4N 8W8, Canada
Camille Medina - Financial Planner
138 Commerce Park Dr, Barrie, Ontario, L4N 8W8, Canada
Investors Group
138 Commerce Park Dr, Barrie, Ontario, L4N 0K2, Canada
Assante Capital Management Ltd.
576 Bryne Dr, Barrie, Ontario, L4N 9P6, Canada
Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us. Also important is that he is very nice to work with, explains things clearly, and is very open about fees, which he keeps to a minimum.