Waterloo, ON Financial Planner

( 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

( 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 )
Mario Hadjiyianni - Financial Advisor - IPC INVESTMENT CORP. Logo

Mario Hadjiyianni - Financial Advisor - IPC INVESTMENT CORP.

Financial Planner

330 Marsland Dr Waterloo, ON N2J 3Z1
john doe

Always there for me. Really knowledgeable.

( 13 Reviews )
Shaughnessy Financial - Gary Shaughnessy Logo

Shaughnessy Financial - Gary Shaughnessy

Financial Planner

610 McMurray Rd Waterloo, ON N2V 2E7
Bradley Bauman

Positive: Professionalism

( 2 Reviews )
Anca Negruser - BMO Financial Planner Logo

Anca Negruser - BMO Financial Planner

Financial Planner

730 Glen Forrest Blvd Waterloo, ON N2L 4K8
Greg Bezzo

If your looking for a Financial Planner look no further. Anca is the most well informed planner I have ever met with BMO. She is professional, knowledgeable, thorough, ... more

( 2 Reviews )
Assante Financial Management Ltd. Logo

Assante Financial Management Ltd.

Financial Planner

20 Erb St. W #1002 Waterloo, ON N2L 1T2
Todd Grierson

Positive: Professionalism, Quality, Responsiveness, Value

( 4 Reviews )
IG Wealth Management Logo

IG Wealth Management

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
Bo Darville

I have had nothing but exceptional service and results from this firm and highly recommended IG to anyone looking for professional advice.

( 6 Reviews )
Opus Wealth Advisors Inc. Logo

Opus Wealth Advisors Inc.

Financial Planner

745 Bridge St W Unit 3 Waterloo, ON N2V 2G6
Bruce Richter

We have been with Murray for more than 10 years. We had tried the bank advisors, but rarely saw the same advisor twice. Murray, and now Murray and Jake, provide stable, ... more

( 2 Reviews )
Arca Financial Group Logo

Arca Financial Group

Financial Planner

237 Labrador Dr Waterloo, ON N2K 4M8
( 10 Reviews )
Blair Financial Services Logo

Blair Financial Services

Financial Planner

490 Dutton Dr Waterloo, ON N2L 6H7
Michal Martyniak

I have been both a corporate and personal client for over 5 years now. I've always received professional timely service. It is clear that Aaron and Ian are experts in the ... more

( 1 Reviews )
IG Wealth Management - TOMMY YANCHUS Logo

IG Wealth Management - TOMMY YANCHUS

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
Jennifer Rao

Tommy is very professional and pays great attention to detail. He will help your develop a Financial Plan customized to you.

( 0 Reviews )
Rachel Metzger - BMO Financial Planner Logo

Rachel Metzger - BMO Financial Planner

Financial Planner

90 Weber St N Waterloo, ON N2J 3G8
( 0 Reviews )
Money Concepts Logo

Money Concepts

Financial Planner

30 Dupont St E Waterloo, ON N2J 2G9
( 0 Reviews )
Brad Rowley - BMO Financial Planner Logo

Brad Rowley - BMO Financial Planner

Financial Planner

664 Erb St W Waterloo, ON N2T 2Z7
( 0 Reviews )
Rankine Financial Logo

Rankine Financial

Financial Planner

663 Salzburg Dr Waterloo, ON N2V 2N8
( 0 Reviews )
Business Exit Planners - Chris & Paulina Hadjiyianni Logo

Business Exit Planners - Chris & Paulina Hadjiyianni

Financial Planner

330 Marsland Dr Waterloo, ON N2J 3Z1
( 0 Reviews )
Rickert Financial Group Ltd Logo

Rickert Financial Group Ltd

Financial Planner

375 University Ave Waterloo, ON N2K 3M7
( 1 Reviews )
Armstrong & Quaile Logo

Armstrong & Quaile

Financial Planner

279 Weber St N Waterloo, ON N2J 3H8
( 0 Reviews )
Kaleidoscope Financial Logo

Kaleidoscope Financial

Financial Planner

45 Allen St W Waterloo, ON N2L 1C9
( 0 Reviews )
N & P Financial Logo

N & P Financial

Financial Planner

185 Frobisher Dr Waterloo, ON N2V 2G4
( 0 Reviews )
Baker & Edwards Financial Logo

Baker & Edwards Financial

Financial Planner

420 Weber St N Unit B1 Waterloo, ON N2L 4E7
( 0 Reviews )
Kaitlyn Dorosz - TD Financial Planner Logo

Kaitlyn Dorosz - TD Financial Planner

Financial Planner

15 King St S Waterloo, ON N2J 1N9
( 0 Reviews )
IG Wealth Management - Andrew Evans Logo

IG Wealth Management - Andrew Evans

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
( 0 Reviews )
IG Wealth Management - Tony Duong Logo

IG Wealth Management - Tony Duong

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
( 0 Reviews )
IG Wealth Management - Peter Zech, B Comm CFP RRC Logo

IG Wealth Management - Peter Zech, B Comm CFP RRC

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
( 0 Reviews )
Young Financial Group Logo

Young Financial Group

Financial Planner

Serving Waterloo, ON
( 0 Reviews )
Empowered Wealth Logo

Empowered Wealth

Financial Planner

30 Dupont St E Waterloo, ON N2J 2G9
( 0 Reviews )
Integrated Wealth Management Ltd Logo

Integrated Wealth Management Ltd

Financial Planner

60 Baffin Pl Waterloo, ON N2V 1Z7
( 0 Reviews )
Credential Securities Inc Logo

Credential Securities Inc

Financial Planner

168 King St S Waterloo, ON N2J 1P6
( 0 Reviews )
Industrial Alliance Securities Logo

Industrial Alliance Securities

Financial Planner

110 Frobisher Dr Waterloo, ON N2V 2G7
( 0 Reviews )
Nadine Meek Logo

Nadine Meek

Financial Planner

BMO Nesbitt Burns, 20 Erb St W 4th Floor Waterloo, ON N2L 1T2
( 0 Reviews )
Heidi Yandt - TD Wealth Private Investment Advice Logo

Heidi Yandt - TD Wealth Private Investment Advice

Financial Planner

412 Albert St Waterloo, ON N2L 3V3
( 0 Reviews )
B Comm Financial Benefits Logo

B Comm Financial Benefits

Financial Planner

445 Beechwood Lane Waterloo, ON N2J 3Z4
( 0 Reviews )
DWM Securities Logo

DWM Securities

Financial Planner

550 Parkside Dr Waterloo, ON N2L 5V4
( 1 Reviews )
ECU Wealth Management Logo

ECU Wealth Management

Financial Planner

Tech Town, 340 Hagey Blvd Waterloo, ON N2L 6R6
( 0 Reviews )
Bob Johnson Insurance & Fincl Logo

Bob Johnson Insurance & Fincl

Financial Planner

410 Conestogo Rd Waterloo, ON N2L 4E2
( 0 Reviews )
Grand River Credit Union Limited Logo

Grand River Credit Union Limited

Financial Planner

168 King St S Waterloo, ON N2J 1P6
( 1 Reviews )
Accu-Plan Financial Group Logo

Accu-Plan Financial Group

Financial Planner

151 Frobisher Dr Waterloo, ON N2V 2C9
( 0 Reviews )
Stewart Macdonald Logo

Stewart Macdonald

Financial Planner

364 Pommel Gate Crescent Waterloo, ON N2L 5X4
( 0 Reviews )
Budget ecommerce Logo

Budget ecommerce

Financial Planner

564 Weber St N Suite 8 Waterloo, ON N2J 3G4
( 0 Reviews )
Dundee Private Investors Inc Logo

Dundee Private Investors Inc

Financial Planner

215 Frobisher Dr Waterloo, ON N2V 2G4
( 0 Reviews )
Lysnes Magreehan Logo

Lysnes Magreehan

Financial Planner

80 King St S Waterloo, ON N2J 1P5
( 0 Reviews )
IG Wealth Management - ORIELLE WYBROW Logo

IG Wealth Management - ORIELLE WYBROW

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
( 0 Reviews )
IG Wealth Management - JOHN LIND Logo

IG Wealth Management - JOHN LIND

Financial Planner

80 King St S Suite 201 Waterloo, ON N2J 1P5
( 0 Reviews )
Financial Facilities Group Logo

Financial Facilities Group

Financial Planner

105 Lexington Rd Waterloo, ON N2J 4R8
( 0 Reviews )
Geoff J. Hahn, CFP - Investment Planning Counsel - IPC Waterloo Logo

Geoff J. Hahn, CFP - Investment Planning Counsel - IPC Waterloo

Financial Planner

375 University Ave Waterloo, ON N2K 3M7
( 1 Reviews )
John Armstrong CFP Logo

John Armstrong CFP

Financial Planner

279 Weber St N Lower Suite 3 Waterloo, ON N2J 3H8
( 1 Reviews )
Cerullo Financial Services Ltd. Logo

Cerullo Financial Services Ltd.

Financial Planner

420 Weber St N Waterloo, ON N2L 4E7
( 0 Reviews )
Assante Capital Management Ltd. Logo

Assante Capital Management Ltd.

Financial Planner

490 Dutton Dr b10 Waterloo, ON N2L 6H7
( 1 Reviews )
Parsons Financial Group, iA Private Wealth Logo

Parsons Financial Group, iA Private Wealth

Financial Planner

630 Weber St N Suite 202 Waterloo, ON N2V 2N2
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