Richard Harris - BMO Financial Planner
Financial Planner
519 Brant St Burlington, ON L7R 2G6I 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
Amber Morrison Freedom 55 Financial--Financial Security Advisor & Group Benefits Broker
Financial Planner
500-5575 N Service Rd Burlington, ON L7L 6M1Mueller Financial Group Inc.
Financial Planner
5575 N Service Rd #500 Burlington, ON L7L 6M1Proven track record of trustworthy and conservative planning. The ideology is based on traditional time proven models and safety nets. Good for long term lifelong plans.
Maduri Financial Group Inc : Carlos Tony Maduri
Financial Planner
5575 N Service Rd #500 Burlington, ON L7L 6M1Fantastic financial planning firm. Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retiremen ... more
Aligned Capital Partners Inc.
Financial Planner
1001 Champlain Ave #300 Burlington, ON L7L 5Z4Critical: Quality, Responsiveness
Infinity Insurance and Investment Solutions
Financial Planner
3310 S Service Rd Suite 302 Burlington, ON L7N 3M6Steffan is a very knowledgeable and professional. My experience dealing with him has been amazing. Hands down one of the best in his field. I will highly recommend his se ... more
deGraaf Financial Strategies
Financial Planner
769 Old York Rd Burlington, ON L7P 4X8Leony is very easy to talk to, honest and knowledgeable. She's the absolute best!
Halton Financial Group
Financial Planner
1001 Champlain Ave #300 Burlington, ON L7L 5Z4Positive: Professionalism
Wilk Grzadka Group - IG Private Wealth Management
Financial Planner
390 Brant St Unit #600 Burlington, ON L7R 4J4Enzo & Donna Muzzin (retired business owners); We have been with Monica and Martin of the Wilk Grzadka Group IG Private Wealth Management for several years now and would ... more
Prompt Financial Solutions
Financial Planner
5420 N Service Rd Burlington, ON L7L 6W6I don't have the energy to write about exactly how they've been THE worst from day one. But, the icing on the cake was when they tried hitting us with a $3300 renewal fee ... more
IG Wealth Management
Financial Planner
390 Brant St Suite 600 Burlington, ON L7R 4J4IG Wealth Management - JUSTIN ST LOUIS, CFP RRC
Financial Planner
390 Brant St Suite 600 Burlington, ON L7R 4J4Justin stands out in this industry due to his integrity, knowledge, empathy, and willingness to go to work for his clients. I can not recommend him highly enough!
IG Wealth Management - JASON HAMMOND
Financial Planner
390 Brant St Suite 600 Burlington, ON L7R 4J4Richard Sales of Oakville is or was my FA, until I found out I had been passed over to someone else, without my permission, even a courtesy call, email or letter! When I ... more
Schwab Financial Services Inc.
Financial Planner
3370 S Service Rd Burlington, ON L7N 3M6Great financial services company! Efficient, thorough, prompt. Highly recommend.