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Financial Planning in Stratford, ON

Find Financial Planning in Stratford, ON. Listings include Shawn Malvern, Assante Wealth Management, Andrei Smarandache - IG Wealth Management, Graham & Frank Wealth Management Group of RBC Dominion Securities Inc., Donna Martin-Financial Planner, Royal Bank of Canada,Royal Mutual Funds Inc, Darryl Parsons, WK Financial and Mitchell Merit Financial Group Inc.. Click on each in the list below the map for more information.

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Shawn Malvern, Assante Wealth Management A Shawn Malvern, Assante Wealth Management
Stratford, N5A3H4

Shawn earned his CFP designation in August 2025 and has guided clients in financial decisions since 2009. Known for clear communication and a focus on financial literacy, he helps with retirement, investment, and business succession planning.

Andrei Smarandache - IG Wealth Management B Andrei Smarandache - IG Wealth Management
147 Street Patrick St
Stratford, N5A1A8

Consultant - IG Wealth Management Inc. As a sole proprietor partnered with IG Wealth Management Inc., I have over 9 years of industry experience helping Canadians navigate through life's most complex financial situations.

Graham & Frank Wealth Management Group of RBC Dominion Securities Inc. C Graham & Frank Wealth Management Group of RBC Dominion Securities Inc.
187 Ontario Street
Stratford, N5A3H3

Donna Martin-Financial Planner, Royal Bank of Canada,Royal Mutual Funds Inc D Donna Martin-Financial Planner, Royal Bank of Canada,Royal Mutual Funds Inc
Stratford, N5A1W6

My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy.

Darryl Parsons, WK Financial E Darryl Parsons, WK Financial
208 Ontario Street
Stratford, N5A3H4

Mitchell Merit Financial Group Inc. F Mitchell Merit Financial Group Inc.
113 Norfolk Street
Stratford, N5A3Y7

We are a highly ethical, hyper compliant Financial Management and Services company who exists for the purpose of providing financial solutions for our valued clients. We offer a full range of financial and investment options.