Financial Planning in Kitchener, ON
Find Financial Planning in Kitchener, ON. Listings include Tony Duong, CFP, RRC - Advisor, Sun Life, Advice First Wealth, Klyne Financial, Vassalo & Associates Private Wealth Management, Terra Crowley, CFP - IG Wealth Management and Iron Horse Financial Solutions Inc.. Click on each in the list below the map for more information.
290 King Street E
Kitchener, N2G2L3
We provide bookkeeping & accounting services that allow clients to make informed decisions based on live financial data.
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Tony Duong, CFP, RRC - Advisor, Sun Life 401/120 Victoria Street S
Kitchener, N2G0E1
As a Sun Life advisor, I help individuals and families achieve lifelong financial security through holistic, goal-based planning. My approach integrates investment strategies, protection solutions, and long-term income planning to ensure you’re supported.
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Klyne Financial 797 Guelph St
Kitchener, N2H5Z2
Retirement and Estate planning can seem complicated. I work with my clients to set up a comprehensive plan for all their needs including: Retirement Income and Spending, Wealth Transfer and Legacy Planning, Estate Planning and Final Expense Planning
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Vassalo & Associates Private Wealth Management 4295 King Street East, Suite 301
Kitchener, N2P0C6
Vassalo & Associates IG Private Wealth Management
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Terra Crowley, CFP - IG Wealth Management 4295 King Street East
Kitchener, N2P0C6
Terra Crowley, MFA-P™ CEA, RRC, CFP® Executive Financial Consultant IG Wealth Management Inc. Mutual Fund Division Helping philanthropic minded professionals with financial strategies aligning with their mission-driven goals.
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Iron Horse Financial Solutions Inc. 120 Victoria Street S. , Suite 401
Kitchener, N2G2B3
We build strong financial futures for young professionals, pre-retirees, businesses, families and individuals like you!
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Nathan Small, CFP, RRC, BSM - Dale & Small Group Private Wealth Management Kitchener
Senior Wealth Advisor, Dale & Small Group Private Wealth Management IG Wealth Management Inc., Mutual Fund Division
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Sonia O. Thompson 123 Pioneer Drive
Kitchener, N2P2A3
Desjardins Financial Security Independent Network Desjardins Financial Security Investments Inc.
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Christopher Jansa - Scotiabank Financial Planner Kitchener, N2B1L3
As your Scotiabank Financial Planner, I'm available to provide you tailored financial advice
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Insurance Town Wealth Inc. Kitchener
Life, Disability and Critical Illness Insurance. ———————- Mortgages Provided By: Briana D’Silva, Mortgage Agent Level 1 Elite Mortgage Group, DLC FSRA # 13669, independently owned and operated
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Elliott Financial Consultants Kitchener
Elliott Financial Consulting specializes in Financial Planning, Corporate Asset Transfer, Life Insura
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William A. Cutten, PFP, RRC - Associate Advisor, Sun Life 102-508 Riverbend Drive
Kitchener, N2K3S2
Wealth Managment. Insurance Solutions. Group Benefits. Personal Health Benefits.
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Financial Wellness for Canadians, Wealth Mastery Planners Inc. Kitchener, N2B1A1
Financial Concepts for Canadians. Corporate and Individual. Eloise Jantzi WealthMastery Planners 519-580-3559
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Reema Habash. Hons B.A, CLU, CHS - Associate Advisor, Sun Life 209 Frederick St. Suite 2A
Kitchener, N2H 2M7
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Andrew Trimmel, CHS, FPSC Level 1 Certificant in Financial Planning Kitchener, N2P0A4
My goal is to build strong relationships with clients and provide them with the knowledge and confidence to achieve their financial goals and dreams.
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RPR Financial Kitchener, N2H5Z6
I promote the creation of a full financial plan for the modern family through family and income protection, retirement security and long term care.
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Erik Horner-Royal Bank of Canada, Royal Mutual Funds Inc 235 Ira Needles Nlvd
Kitchener, N2N0B2
Helping people make real choices to achieve their dreams
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Jackie McMullen, PFP, CLU Financial Planner & Investment Specialist 4295 KING Street E SUITE 301
Kitchener, N2P0C6
With over 20 years in the Financial services industry as an experienced leader, financial planner and investment specialist. I am passionate about empowering my clients to achieve their financial goals.
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Steven Mantynen Financial Solutions Kitchener, N2P
Making the right financial decisions today compound into attainable dreams later. Steven Mantynen is ready to help you achieve your financial dreams!
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Quratulain Ibrahim Kitchener
As a Financial Security Advisor with Benefits By You, an agency of Industrial Alliance, I work closely with individuals, families, and business owners to build customized financial strategies that protect what matters most.
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Shawn Ritter, CFP 4289 King Street East
Kitchener, N2P2E9
Your biggest asset is you. You and your family deserve a financial plan that is protected.