Places for Category: Financial Planning

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Compass Wealth Partners

When we think about the most important things in life our thoughts always come back to great people. Family and friends contribute lasting memories at home, at the cottage ...

Bank/Financial Institution, Financial Planning

500 Dundas Street East
Whitby   ON L1N 2J4

Heather Johns, Certified Financial Planner

Heather Johns operates a Financial Advisory practice based in Bancroft, Ontario, and serves clients throughout Ontario. With Assante Wealth Management's extensive national ...

Accountant, Bank/Financial Institution, Financial Planning

119 Hastings Street North
Bancroft   ON K0L1C0

Jenna Weekes, Mortgage Broker

I work out of my home office as a full time mortgage broker and stay at home mom. Building long term friendships with my clients is a pleasure. "My door is always open." ...

Bank/Financial Institution, Financial Planning, Mortgage Brokers

258 Front Street
Belleville   ON K8N 2Z2

Gordon Ley, CIBC Wood Gundy Investment Advisor

A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals. As a CIBC Wood Gundy Investment Advisor, ...

Estate Planning, Financial Planning, Insurance Broker

72 King St West
Cobourg   ON

Shannon Neely, Financial Advisor

We intend to be where Canadians are, with products Canadians need, when they need them, however they wish to buy them. For over 65 years, The Co-operators group of companies ...

Financial Planning, Insurance Agent

139 George Street North Unit 6
Peterborough   ON K9J 3G6

Bell Financial

Bill Bell founded Bell Financial Inc. in 1996 with a unique vision. He aimed to help as many people as possible in the most profound way he could. Over the last 20 years ...

Financial Planning

15165 Yonge St., Suite 201
Aurora   ON L4G 1M1

Bob Kaye - Investors Group

As a consultant for Investors Group, my passion and commitment is to ensure clients fully understand that I am their advocate and mentor ensuring that they have a written ...

Bank/Financial Institution, Financial Planning

1614 Dundas Street East
Whitby   ON L1N 8Y8

Kal Lowes

Bank/Financial Institution, Financial Planning

680 George St
Peterborough   ON

PlanPlus Inc.

PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 25 years, PlanPlus Inc. has developed software tools ...

Financial Planning

55 Mary Street, Suite 200
Lindsay   ON K9V 5Z6

Patrick Cassidy, Financial Security Advisor ...

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, ...

Bank/Financial Institution, Financial Planning, Insurance Agent

405 - 360 George Street North
Peterborough   ON K9H 7E7

Levesque Wealth Planning

Who the heck IS Linda Levesque? Levesque Wealth Planning is unique and can be best defined by these words: “Our goal is to help people maintain their lifestyle today ...

Bank/Financial Institution, Event Planning, Financial Planning

2075 Kennedy Road, 5th Floor
Toronto   ON M1T 3V3

Ian Williams - Investors Group

I commit my time and expertise to developing a personalized plan for you and your family. A good plan is like a roadmap, helping you to see your destination and the route ...

Bank/Financial Institution, Financial Planning

1361 Grandview Street North
Oshawa   ON L1K 0G1

Joshua Brown, CFP, CLU Sun Life Financial ...

Joshua has been helping people for nearly 7 years. Planning for the future, and protecting your family are only some of the services that Joshua can provide. He holds two ...

Bank/Financial Institution, Financial Planning, Investing Service

303-101 Dundas St. W
Whitby   ON L1N 2M2

Vaughn Lal - Sun Life Financial Advisor

Create your social media page(s) (see pages 5 and 6 of the Guidelines for step-by-step instructions). Copy and paste the following disclaimers into the appropriate section ...

Financial Planning, Insurance Agent

1 Hartwell Ave. Suite 201
Bowmanville   ON L1C 0N1

Tony J. Bowen, Consultant- Investors Group

A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. At Investors Group, we know that today, ...

Bank/Financial Institution, Financial Planning, Medical & Health

1743 Lansdowne Street West
Peterborough   ON K9K 1R2

Christine White Money Coach

As a Money Coach, I help individuals and families take control of their finances, eliminate debt and save for the things they really want. I work with clients both face to ...

Financial Planning, Personal Coaching

34 Corsham Drive
Whitby   ON L1M 2K5

Andrew Down - Investors Group

As an Investors Group Consultant it is my role to ensure that clients make the right financial decisions. My practice involves the development of personal relationships with ...

Bank/Financial Institution, Financial Planning

1361 Grandview Street North
Oshawa   ON L1K0G1

David Dickson - Investors Group Financial ...

Here at Investors Group, we are devoted to helping you realize both your short and long-term financial goals through comprehensive planning. We believe that building long-term ...

Bank/Financial Institution, Financial Planning, Recruiter

1743 Lansdowne St W
Peterborough   ON K9K1R2

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