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63 more results for Financial Planning

ACM CPA

Brampton, Ontario, Canada
ACM CPA
We provide a one-stop shop for accounting, consulting, tax and financial planning services for our clients across several industries including hi-tech, manufacturing, professional services, retail, real estate, telecommunications etc. We provide a full range of services supporting strategic growth a…
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Afshar & Machaalani Group Private Wealth Management

Edmonton, Alberta, Canada
High-net-worth financial planning in Edmonton and across Alberta: At Afshar & Machaalani Group Private Wealth Management, we are dedicated to multigenerational financial planning, serving as your family’s trusted partner to safeguard and enhance wealth for generations to come. We seamlessly integrat…
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Alonso, Yuffe & Associates - IG Wealth Management

Richmond Hill, Ontario, Canada
High-net-worth financial planning built on trust: Comprehensive, multi-generational guidance from an advisory team dedicated to putting your family’s needs, values, and legacy first. At Alonso, Yuffe & Associates - IG Wealth Management, we guide families through the big financial decisions that shap…
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Andrea Kelly Law

Markham, Ontario, Canada
Andrea P. Kelly is a legal practitioner and notary public, called to the Ontario Bar in 2001, with practice focus in Estate Planning and Administration, including wills, estates, trusts and powers of attorney. She also practices Real Estate. Prior to opening her law firm, she worked in various capac…
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Bold Barrel Financial

Burlington, Ontario, Canada
Bold Barrel Financial
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were…
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Brian Poncelet - Financial Advisor

Mississauga, Ontario, Canada
As a financial advisor based in Mississauga, I help individuals and families create personalized strategies for retirement, investments, and long-term financial peace of mind. My approach is built on trust, clarity, and a deep understanding of your unique goals.
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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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Cardiff, Lee & Associates Wealth Management

Penticton, British Columbia, Canada
Your Penticton financial advisor for freedom today and confidence tomorrow. Enjoy your wealth now—backed by a plan that keeps your future secure. At Cardiff, Lee & Associates Wealth Management, our clients come to us looking for clarity, confidence, and a partner they can trust for life. As a leadin…
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CH Financial Ltd

Calgary, Alberta, Canada
We're looking for aspirational clients who require the whole spectrum of financial services, because managing the whole is how we’re able to deliver unbeatable value - it’s our “secret sauce.
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Colette Bruneau - IG Wealth Management

Prince George, British Columbia, Canada
For more than 20 years I have worked with clients to craft & achieve their personal vision of financial well-being. Taking a holistic approach to financial planning & wealth management, my team & I will gain a deep understanding of your unique financial life & help you make the most of life’s possib…
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Crystal Books

Ottawa, Ontario, Canada
Crystal Books
At Crystal Books, we offer comprehensive bookkeeping, tax preparation, financial planning, and advisory services in Ottawa to help businesses streamline their financial operations and make better decisions.
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Daryl Robbins

Courtenay, British Columbia, Canada
Daryl Robbins, CGA, is a full-service accounting firm located in Courtenay, BC, providing accounting and financial planning services to individuals and businesses in the Comox Valley. Our team’s focus is assisting clients through sound financial planning, accounting and business advice. We bel…
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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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Different Financial

Surrey, British Columbia, Canada
Different Financial
Melissa Different is a Personal Financial Planner for Different Financial in Surrey, British Columbia BC. In 2002, she started her career in the Credit Union where it didn't take long for her to start pursuing her interest in investment planning and financial advice. During that time, she started vo…
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Dominion Lending Aegis Mortgages

Richmond, British Columbia, Canada
My focus is quality over quantity. Every client has a story and is in a unique situation. I will take the time to find the appropriate lenders that fit your profile. Then we can present you with the various options to let you decide which direction you want to take.
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DundeeWealth

Welland, Ontario, Canada
Founded in 1989, our office is not only the oldest but also the largest professional financial planning practice in the city. From inception to the present, our value proposition is based on a foundation of professional comprehensive service, objectivity, communication and strength through teamwork…
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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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Ferhan Patel

Montreal, Qc, Quebec, Canada
Looking for the best financial advisor. Here, Ferhan Patel helps you to manage your all financial needs and help in business growing. If you want more information, visit our website.
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Financial Advisor in Mississauga/Oakville

Mississauga, Ontario, Canada
Helping families and professionals in Mississauga create personalized financial strategies designed for long-term success. Whether you’re planning for retirement, growing your investments, or looking for peace of mind, I offer clear, jargon-free guidance tailored to your unique goals. My approach is…
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Financial Confidence Advisors

Vancouver, British Columbia, Canada
Financial Confidence Advisors
Financial Confidence™ provides financial advisory and wealth management services for business families, business owners and executives of privately held Canadian companies. Structured Transitions for Business and Wealth - To achieve your unique financial planning goals and enjoy peace of mind.
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