Financial Planning in Waterloo, ON

Nancy Fox and Steven Fox are Senior Financial Consultants at IG Wealth Management Inc. Together they bring you over 30+ years of experience! They are here and ready to help you achieve your financial and lifestyle goals!!

Investments. Insurance. Advice. All in one place.

Nicky Trasias, CFP® Senior Wealth Advisor Essential Wealth Group | iA Private Wealth Inc.

Our broad range of insurance, investment & retirement products available for your life roadmap.

Marnoa Private Wealth Counsel Ltd. provides investment management & financial planning services to HNW individuals, families & organizations across multiple Canadian Provinces and the United States.

NORTHERN RIVER Financial is an integrated financial life planning firm with 30 years of experience.

Katherine Parsons, CFP® Senior Wealth Advisor iA Private Wealth Insurance Advisor iA Private Wealth Insurance*

Frost Financial Team has been providing integrated wealth management solutions for Canadian families since 1988.

Building your wealth and your confidence. We provide you an experience that is both powerful and per

Nurturing your wealth Contact us (519) 725-8311 or visit https://optimize.ca/cerullo-financial/about-us

Our mission is to help clients identify opportunities within their personal finances to optimize their wealth, while crafting tailored investment portfolios that align with their unique goals and long-term success.

Senior Wealth Advisor with IG Private Wealth Management Inc. Mutual Fund Division B.COMM, CFP, RRC

Helping business owners & families turn financial complexity into clarity. Based in Waterloo

Portfolio Manager & Senior Wealth Advisor, BA. CFP®. CIM®

As a Scotiabank Financial Planner, I draw on my years of financial planning experience to help my clients realize their financial goals.

Northern River Financial is an integrated financial life planning firm with 25 years of building long-term trusting relationships. Keeping Life Current.

We are happy to share that EastCap Wealth Planning Inc. has merged with Stewart Fisher Financial of Windsor! While still in association with Serenia Life Financial, this strategic partnership doubles the strength and scale of our firm.

Financial Planning Wealth Management Insurance and Estate Planning Investment Advice

I am a Business Development Consultant for Manulife Bank in Whitby, Ajax & Pickering Ontario. http://manulifebankmortgages.ca/home/v

Senior Wealth Advisor - IG Wealth Management Inc., Mutual Fund Division I assist clients by working through a personalized plan to reach their financial dreams. http://www.ig.ca/en/legal/disclosures

I take the time to get to know my clients to develop a plan to meet their current & long term goals.

Through a meaningful, long-term, full-circle relationship based on trust and integrity, I aim to deliver exceptional value by going beyond investment management and retirement planning to oversee multiple aspects of your personal and business finances.

At Investment Planning Counsel, we're committed to helping you live your dream.