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51 more results for Financial Planner

Afshan Butt

Edmonton, Alberta, Canada
Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals. We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
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Aleph Retirement Planners

Markham, Ontario, Canada
Aleph Retirement Planners
At Aleph Retirement Planners, we understand that retirement comes with its own set of financial challenges, from managing living expenses to maintaining a steady income. Based in Ontario, we work exclusively with individuals over 50 to help them achieve their retirement goals and enjoy life without…
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Bellwether Family Wealth | Mississauga

Mississauga, Ontario, Canada
Serving Mississauga's affluent investors, businesses, non-profits, pension plans, and foundations, Bellwether Family Wealth is backed by Bellwether Investment Management Inc. and a hand-picked team of portfolio managers and family wealth advisors from coast to coast. Your financial goals and future…
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Bellwether Family Wealth | Windsor | Haskings Financial

Windsor, Ontario, Canada
Bellwether Family Wealth is part of the Bellwether Investment Management Inc. team. Bellwether is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you're ready to spread your wings, let's fly. Together.
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Brink & Associates Harbourfront Wealth Management

Williams Lake, British Columbia, Canada
At Brink & Associates, we will guide your good financial future to a great one through deep financial planning and investment expertise. Our experience with investments and human behaviour means we build personalized investment portfolios to protect capital and grow it safely over time. Our knowledg…
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Bruton Investment Group, Part of National Bank Financial

Toronto, Ontario, Canada
Bruton Investment Group, Part of National Bank Financial
BRUTON INVESTMENT GROUP | PART OF NATIONAL BANK FINANCIAL Experience the Difference: You Can Trust Our Dedication, Experience & Expertise. Contact us today for a free, no-obligation discussion of your situation. We are a leading Canadian brokerage and investment/financial advisory group. As part of…
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C. Taylor & Associates – IG Wealth Management

Terrace, British Columbia, Canada
Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first f…
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Clarity Cross Border Planning

Edmonton, Alberta, Canada
Clarity Cross Border Planning
Clarity Cross Border Planning provides fee-only, advice-only financial planning for individuals and families with ties to both Canada and the United States. Led by Brandon Davies, one of the few financial planners certified in both countries, we specialize in navigating the financial complexities of…
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David Richer - IG Wealth Management

Vancouver, British Columbia, Canada
Vancouver wealth advisor: Personalized financial planning for clients in Vancouver, North Vancouver, the Lower Mainland and Vancouver Island. (IG Wealth Management Inc. Mutual Fund Division).Vancouver wealth advisor: Personalized financial planning for clients in Vancouver, North Vancouver, the Lowe…
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Davis Financial Group Inc.

Saint John, New Brunswick, Canada
Davis Financial Group Inc.
Davis Financial Group, in Saint John, NB, provides advice in financial and estate planning, insurance, and investments. Leonard Davis has particular expertise and experience with medical and professional practices and with clients nearing retirement.
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DeHaan Private Wealth

Edmonton, Alberta, Canada
DeHaan Private Wealth offers expert financial consulting services to help individuals and families achieve their financial goals. From investment strategies to retirement planning, our personalized approach ensures your wealth is managed with care and precision. Trust us to guide your financial jour…
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Digitech Payments

Montreal, Quebec, Canada
Merchant account provider in Montreal for credit card payment processing services in Canada. Business supplier of credit card machines (POS), Ingenico wired, wireless terminals, online payment processing, wireless payment processing. Accept Visa, Mastercard, Amex and Interac at a business to sell pr…
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Dumitru Flanagan & Associates Private Wealth Management

Victoria, British Columbia, Canada
Expert guidance from a Victoria financial advisor: Protect, grow, and transfer wealth with confidence. (Investors Group Financial Services Inc.)
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DuMoulin Financial

Surrey, British Columbia, Canada
Your financial wealth is important to us. We work with you to uncover the best solutions so you can have control over your lifestyle, your finances and your future. We have access to a wide range of financial products and services suited to each individual, family and stage of life.
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Elliott Chaulk Private Wealth Management

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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Eltero Financial Partners Inc.

Halifax, Nova Scotia, Canada
Eltero Financial Partners, led by David Martin, is an independent Fee Only Financial Advisor firm serving clients across Atlantic Canada. As a Certified Financial Planner (CFP) and recognized 5-Star Advisor (Wealth Professional Canada), David specializes in retirement planning, tax strategies, and u…
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Exponent Investment Management

Ottawa, Ontario, Canada
We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future. Our services include financial planning, investment management, portfolio review…
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Fabio Ventolini

Toronto, Ontario, Canada
Fabio Ventolini
Fabio Ventolini has been serving clients as a financial advisor and business development manager for more than 21 years. After completing a Bachelor of Arts (BA) Honours in Economics at the University of Toronto, he began developing a reputation for providing outstanding client services, and has sin…
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First Foundation

Calgary, Alberta, Canada
First Foundation
At First Foundation, we specialize in Alberta home mortgages for Canadians with good credit. With good credit, you are able to save on interest rates from Canada’s top mortgage lenders. We offer fantastic services, the lowets mortgage rates available, and a variety of mortgage options, all wit…
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Focus Asset Management

Toronto, Ontario, Canada
Focus Asset Management is an independent, privately owned investment management firm, founded in 2009. We manage segregated portfolios and pooled funds of stocks and bonds for high net worth individuals, families, and foundations. Our team of professionals has managed investment portfolios through t…
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