( 2 Reviews )
IPC Investment Corporation Logo

IPC Investment Corporation

Financial Planner

613 Riviére-à-La-Truite St Riviere-A-La-Truite, NB E1X 2M4
Kamil Kalbarczyk

(Translated by Google) Very satisfied with the advice. Very knowledgeable. Helps clear debts effectively and maximize investments, etc. Everyone should go there. (Origina ... more

( 6 Reviews )
Cremasco Financial Logo

Cremasco Financial

Financial Planner

585 Scottsdale Dr Guelph, ON N1G 3E7

Need an appointment

( 3 Reviews )
Watson Investments Logo

Watson Investments

Financial Planner

220 Randall St Oakville, ON L6J 1P7
Melanie Raby

I highly recommend Watson Investments. My advisor, Kathryn, is patient and thorough. She explains everything in detail and makes sure I understood all the options availab ... more

( 2 Reviews )
BMO Financial Planner: Daniel Charendoff Logo

BMO Financial Planner: Daniel Charendoff

Financial Planner

763 Bay St. Toronto, ON M5G 2R3

Excellent and welcoming service!

( 2 Reviews )
Jindal Financial Group Inc Logo

Jindal Financial Group Inc

Financial Planner

151 Albert St London, ON N6A 1L9
Arumugam thirugnanavel

Positive: Professionalism, Quality, Responsiveness, Value

( 14 Reviews )
The Friendly Financial Coach Logo

The Friendly Financial Coach

Financial Planner

47 Lothian Ave Etobicoke, ON M8Z 4K2
Geoff Bower

My wife and I meet a few times with Matt to help us manage our family budget. Matt tips, suggestions and plan have been extremely helpful. What was best about Matt is his ... more

( 8 Reviews )


Financial Planner

119 Arthur St Truro, NS B2N 1Y2
Julie Downey

Thompsons Accounting has been doing my taxes for years, and they are truly exceptional. Very knowledgeable, quick, and efficient. I took my taxes to H & R block (just t ... more

( 16 Reviews )
Gaylor Tachauer & Associates Private Wealth Management Logo

Gaylor Tachauer & Associates Private Wealth Management

Financial Planner

295 The West Mall #700 Etobicoke, ON M9C 4Z4
carolyn Barnes

Neil Gaylor has been our financial advisor since 1998, and we have always felt secure in his capable hands. We know our finances are being taken care of superbly, and alw ... more

( 9 Reviews )
William Chan - Certified Financial Planner at Modern Vision Planning Logo

William Chan - Certified Financial Planner at Modern Vision Planning

Financial Planner

3153 Pebblewood Rd Mississauga, ON L5N 6M7
Keith Reid

William has been a valued advisor for a number of years starting when he was with a previous employer. My wife and I have always received great financial advice from Will ... more

( 5 Reviews )
Goldenlife Financial Solutions Inc Logo

Goldenlife Financial Solutions Inc

Financial Planner

2600 Skymark Ave Unit 9 Suite 104 Mississauga, ON L4W 5B2
Shiva R

Mr. Surinder Murria is an absolute professional and delight to do business with. He helps my firm with all our taxation. He is prompt, approachable and amicable. I highly ... more

( 39 Reviews )
REEI.ca Logo


Financial Planner

7900 Pierre-Bertrand Blvd Quebec, QC G2J 0C5
Audrey Daigneault

(Translated by Google) Ludovic offered me excellent service, moreover I feel confident with the entire Go Terry team to continue your good work with customers with disabi ... more

( 2 Reviews )
Caron Groupe Financier Logo

Caron Groupe Financier

Financial Planner

1260 Bd Lebourgneuf Quebec, QC G2K 2G2
Jonathan Campagna

(Translated by Google) Customers for many years. Great service. Courteous and attentive. No pressure selling (Original) Clients depuis de nombreuses annes. Excellent serv ... more

( 3 Reviews )
Concepta Groupe Financier Logo

Concepta Groupe Financier

Financial Planner

5300 Bd des Galeries Bureau 100 Quebec, QC G2K 2A2
( 2 Reviews )
Gestion de patrimoine Wayakan Logo

Gestion de patrimoine Wayakan

Financial Planner

1000 Rue De La Gauchetière O Montreal, QC H2Y 2H4
Lola Christie

I sat down with Gabriel back in October to review my financial situation. He was very pleasant to work with. I've always been a little sceptical about financial advisors ... more

( 59 Reviews )
Groupe Financier Stratge Logo

Groupe Financier Stratge

Financial Planner

912 Grande Allée O Quebec, QC G1S 1C5
Naomie Raymond

(Translated by Google) Superb service from Gabriel Vzina! He listens to our needs and adapts to our situation as it evolves over time. Professional and friendly, he is al ... more

( 3 Reviews )
Maple Financial Services Logo

Maple Financial Services

Financial Planner

1280 Finch Av W North York, ON M3J 3K6
Olayinka Odumuye

Excellent service given by true professionals

( 3 Reviews )
Freedom 55 Financial : Brad Cohen Logo

Freedom 55 Financial : Brad Cohen

Financial Planner

3760 14th Ave #500 Markham, ON L3R 3T7
Stephen Beker

Brad has the rare combination of caring deeply about his clients and understanding and being able to explain complex financial and insurance issues. As an actuary, he is ... more

( 7 Reviews )
Anna Knight, CFP - Personal Finance Experts & Founder Simplicity Financial Financial Advisor / Keybase Financial Group Logo

Anna Knight, CFP - Personal Finance Experts & Founder Simplicity Financial Financial Advisor / Keybase Financial Group

Financial Planner

2425 Matheson Blvd E Mississauga, ON L4W 5K4
john galati

Positive: Professionalism, Responsiveness

( 9 Reviews )
Financial Planning - Diego Espinosa Logo

Financial Planning - Diego Espinosa

Financial Planner

1275 North Service Rd W Suite 100 Oakville, ON L6M 3G4
Jose Martinez

We have been working with Diego since 2019 for the company Group Benefits. Diego definitely has exceeded our expectations. He takes the time to really know and understand ... more

( 2 Reviews )
Aubin Services Financiers Inc Logo

Aubin Services Financiers Inc

Financial Planner

2095 Ch Ste-Foy Quebec, QC G1V 1R7
Mario Cantin

(Translated by Google) As a financial security advisor, I regularly recommend that certain privileged clients meet with Bernard. Everyone appreciated his services and adv ... more

( 3 Reviews )
Koppeser Wealth Counsel Logo

Koppeser Wealth Counsel

Financial Planner

1 Blue Springs Dr Suite 401 Waterloo, ON N2J 4M1
Chris Hagen

Nadines continuous quest for knowledge has benefited our bottom line tremendously. We started out with Nadine by bringing our infant in the car seat to her office; weve s ... more

( 16 Reviews )
Maximiser vos finances Logo

Maximiser vos finances

Financial Planner

8396 Saint Denis St Montreal, QC H2P 2G8

(Translated by Google) - Excellent experience with Charles and Maximize your finances. A real professional eager to help his clients, always listening. A free service tha ... more

( 17 Reviews )
Honey Financial Logo

Honey Financial

Financial Planner

9a Rhydwen Ave Scarborough, ON M1N 2C9
Josephine Ching

Great and efficient service with appropriate advice. Thank you for your help!

( 5 Reviews )
Imperial Lifestyle Management Logo

Imperial Lifestyle Management

Financial Planner

2939 Portland Dr Suite 100 Oakville, ON L6H 5S4
Luigi Morgelli

Wonderful group of professionals who care warmly for their clients accomplishing all the goals set forward to satisfy needs, expectations and taking the stress off behind ... more

( 5 Reviews )
Gallant Wealth Inc. Logo

Gallant Wealth Inc.

Financial Planner

174 Wellington Rd London, ON N6C 4N3
Karli Alaine Viggers

Professional, quick to respond to calls/ emails. Easy to access office just outside the core of the city

( 21 Reviews )
arpadWEALTH.ca Logo


Financial Planner

2001 Sheppard Ave E #107 North York, ON M2J 4Z8
Laura Rantin

Always available to answer questions and concerns. Arpad and his team know me and my family and are always looking out for our best interests. They handled our mortgage ... more

( 12 Reviews )
David Davies, CLU, CCS - Sun Life Financial Advisor Logo

David Davies, CLU, CCS - Sun Life Financial Advisor

Financial Planner

580 Waterloo St London, ON N6B 2P9
Nate Stasiuk

I've been dealing with Dave Davies for over 5 years he's very personable and very easy to get along with. He's very knowledgeable in what he does and if you want any fina ... more

( 2 Reviews )
J.R. Saint & Associates Insurance Agencies Ltd. Logo

J.R. Saint & Associates Insurance Agencies Ltd.

Financial Planner

141 Catherine St #101 Ottawa, ON K2P 1C3
Guillaume Damnon

Simply the best for your financial planning needs

( 2 Reviews )
Richard Harris - BMO Financial Planner Logo

Richard Harris - BMO Financial Planner

Financial Planner

519 Brant St Burlington, ON L7R 2G6
Jon T

I have had the privilege of working Richard. He brings a great combination of investment knowkedge and customer service to the table. If your looking for retirement advic ... more

( 8 Reviews )
Plan2bewealthy + Tax & Planning Group Logo

Plan2bewealthy + Tax & Planning Group

Financial Planner

7 Innovation Dr Unit 102 Dundas, ON L9H 7H9
RossandRebecca Harper

Working with Mike has been a very positive experience. Simple and very effective! Thank you Mike!

( 11 Reviews )
eCapital Logo


Financial Planner

174 West Street S Orillia, ON L3V 6L4
S. Strahan

I'm a new client and couldn't be happier - love their tech and how quickly we get paid!

( 1 Reviews )
Ogilvie Barsness Financial Group Logo

Ogilvie Barsness Financial Group

Financial Planner

470 Weber St N Suite 205B Waterloo, ON N2L 6J2
Lori G.

Great services in wealth management. Staff has knowledge of financial industry. Overall, a very warm and friendly atmosphere!!!

( 2 Reviews )
Les entreprise CLS Logo

Les entreprise CLS

Financial Planner

4455 Autoroute 440 Ouest Laval, bureau 285 Laval, QC H7P 4W6
Zukukato Tadomi

Positive: Professionalism, Quality, Value

( 8 Reviews )
William A Cutten, Sun Life Financial Advisor Logo

William A Cutten, Sun Life Financial Advisor

Financial Planner

58 Wellington Rd 7 #1 Elora, ON N0B 1S0
Ernie Kalwa

William is great to work with on investments and financial planning. A capable, no-nonsense, no-pressure advisor who is growing money for his clients.

( 1 Reviews )
Blackstone Capital Logo

Blackstone Capital

Financial Planner

6175 Hwy 7 Woodbridge, ON L4H 0P6

Poorly ran company with poor ethics

( 5 Reviews )
Desjardins Financial Security Independent Network Logo

Desjardins Financial Security Independent Network

Financial Planner

241 Clarence St Unit # 28 Brampton, ON L6W 4P2

Hi. Do you guys also accept payments for financied plans?

( 8 Reviews )
Flip My Life Logo

Flip My Life

Financial Planner, Financial Planner

95 Mural St 6th Floor Richmond Hill, ON L4B 3G2
Monica Patra-Skornicka

Amazing individual, friendly, and very informative. I recommend Sarah 100%

( 1 Reviews )
World Financial Group Sudbury Logo

World Financial Group Sudbury

Financial Planner

2354 Long Lake Rd Unit E Sudbury, ON P3E 5C2
Sherri German

Amazing company!!! The information is fluent, work culture is constant and positive, and the support is unbelievable!!

( 3 Reviews )
Abdullah Masood, Wealth Advisor Logo

Abdullah Masood, Wealth Advisor

Financial Planner

30 Cedar St Sudbury, ON P3E 1A4
Aoun Shah

Abdullah provided great insight on investing, type of investing and taxation advice! He was extremely professional and friendly. Highly recommend him

( 13 Reviews )
K2 Finance Logo

K2 Finance

Financial Planner

2355 Rue King O Sherbrooke, QC J1J 2G6
Azary Paquette

(Translated by Google) Professional, attentive and productive! (Original) Professionnel, lcoute et productif!

( 2 Reviews )
J. Paulino & Associates Wealth Management Logo

J. Paulino & Associates Wealth Management

Financial Planner

37 Sandiford Dr #203 Stouffville, ON L4A 7X5
( 36 Reviews )
Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor Logo

Financial Planner Lindsay | B G Financial Corp | Brandon Gurley | Financial Advisor

Financial Planner

189 Kent St W unit 204 Lindsay, ON K9V 5G6
David Mitchell

Brandon has assisted us for years and plan to stay for years to come. Very helpful and explains things very concisely.

( 2 Reviews )
Hein Financial Group Logo

Hein Financial Group

Financial Planner

1421 100 St North Battleford, SK S9A 0W1
Shane Malo

Very pleased with their service. They have the heart of a teacher and work with you to understand what you are doing so you can make an informed decision

( 1 Reviews )
Deverall Calma & Associates Logo

Deverall Calma & Associates

Financial Planner

209 Frederick St Kitchener, ON N2H 2M7
( 1 Reviews )
Thompson Financial Services Logo

Thompson Financial Services

Financial Planner

123 Commerce Valley Dr E #300 Thornhill, ON L3T 7W8
UmmeSalama Barodawalla

Very knowledged, extremely reliable and always prompt in their services. Will always recommend them to all in my professional circle and family and friends. All the very ... more

( 1 Reviews )
Point B Financial Logo

Point B Financial

Financial Planner

244 Pall Mall St #403 London, ON N6A 5P6
( 3 Reviews )
Financial Hut Ltd Logo

Financial Hut Ltd

Financial Planner

4 Fanning Trail Brampton, ON L6P 0H7
Apex Solution

Financial Hut was attentive to all my insurance and financial queries. Mr. Davinder Chawla communicated promptly and professionally to all my concerns. I found him very ... more

( 7 Reviews )
Kevin Lau at Financial Horizons Logo

Kevin Lau at Financial Horizons

Financial Planner

625 Cochrane Dr #600 Markham, ON L3R 9R9
Alvin Lam

Kevin helped us get life insurance. He is knowledgeable and patient in explaining all the little details.

( 2 Reviews )
Investors Group - Michael Tsevi Logo

Investors Group - Michael Tsevi

Financial Planner

1525 Carling Avenue suite Ottawa, ON K1N 8K1
Camila Bousquet

Ive been doing business with Michael since approximately June 2016. He is always attentive and makes sure to follow up, makes the best recommendations and genuinely cares ... more

( 3 Reviews )
Mackenzie Westwood Wealth Advisory Logo

Mackenzie Westwood Wealth Advisory

Financial Planner

2 Draper St Georgetown, ON L7G 3C9
Mairi Decordova

When I retired from financial planning 5 years ago I begged Diana and Andrew to take on some of my clients. They are two of the most talented financial planners I know, ... more