Financial planner
Sort: Highest Rated
Rivershore Wealth Planning Inc.
71 Reviews
2420 McCallum Rd #201, Abbotsford, BC V2S 6R9
Retirement Planning Services in Chilliwack & Abbotsford by Joel Van Gaalen, CFP. Cultivating trust and financial success since 2007.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
GA Investment Group
22 Reviews
100 Consilium Pl Suite 200, Scarborough, ON M1H 3E3
GA Investment Group Inc. is a financial planning, insurance and investment service provider eqipped to help you get out of debt and take control of your finances so you can become financially independent.
- Wheelchair-accessible parking lot
- Online appointments
Canadian LIC - Super Visa Insurance, Life Insurance Critical Insurance
115 Reviews
1925 18 St NE Unit #115, Calgary, AB T2E 7T8
We are a certified Insurance Broker. You can get all types of Insurance Services and Investment services from Canadian L.I.C. Get a Quote.
- Wheelchair-accessible parking lot
- Identifies as women-owned
- Onsite services
- Online appointments
- Appointment required
Julien Roberge - TD Financial Planner
22 Reviews
25 Chem. de la Savane, Gatineau, QC J8T 8A4
I’m a trained and licensed TD Wealth Financial Planner in Gatineau. Together, we'll create a detailed Financial Plan. Contact me today.
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
Services Financiers Wesley - Courtier en assurance / Investissement et placement à Laval
12 Reviews
2540 Bd Daniel-Johnson bur. 710, Laval, QC H7T 2S3
Services Financiers Wesley offre des services hypothécaires, assurance-vie sans examen médical, investissements placements
- Wheelchair-accessible parking lot
Williams Financial Group | Manulife Securities Incorporated
24 Reviews
400 Queens Ave #100B, London, ON N6B 1X9
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
MS Wealth & Financial Services Inc.
22 Reviews
4255 Sherwoodtowne Blvd Suite 104E, Mississauga, ON L4Z 1Y5
Planning for retirment, saving for university, protecting your family with the right insurance, and keeping more of your money at tax time. MS Wealth & Financial Services.
- Wheelchair-accessible parking lot
- Washroom
AEC Financial Group - National Bank Financial
50 Reviews
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
With National Bank Financial - Wealth Management, you can rely on a solid financial partner. Find out how our personalized support can help you.
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits
56 Reviews
71 Albert St, Oshawa, ON L1H 4R1
Oshawa Financial Planner - Brandon Gurley - BG Financial Corp.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Language assistance
Retirement in View
45 Reviews
240 Catherine St Suite 201, Ottawa, ON K2P 2G8
Looking for an unbiased financial advisor? Retirement in View is an independent, fee only, Certified Financial Planner based in Ottawa ON.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
- LGBTQ+ friendly
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Washroom
Recommended Reviews
Michelle
04.05.2024
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What time do they lock their customers out from ATMs? It is very annoying to not be able to take out funds at.9pm.
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23.10.2023
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Again Angelo Papanikolaou and Gabriel Frances of came to my rescue to settle an imbroglio with their Head Office Customer service. They are the best representatives of Bank of Montreal, they offered me a proactive and intelligent service.I ma so grateful for their presence.
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Horrible bank ( every week locked out of account randomly, input new password and I get you can't use your last password" )Call online support an they say there is nothing they can do ..I've been a customer for years. And I'm ready to move all my stuff out of there just to stop this.It just keeps happening."
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23.10.2023
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I honestly hate going into this bank as each and every time seems like a horrible experience dealing with the ladies here. More recently I had a very rude bank teller with long dark hair and glasses. This woman should not be in the industry of serving customers. Before I had a run-in with her I could see how she was treating and speaking with the customers ahead of me and it was bad. She has no business working at this bank or any other bank. Another experience like this and I will be moving my banking over to TD or Scotia.
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Ralph Zeidan Wealth Management | Manulife Securities
I have been dealing with Ralph Zeidan for about 2 years now and from day 1 he was very attentive to my questions and concerns. He is very proactive, professional and is always available when a question or concern comes up. Thank you Ralph!
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Solutions Budget Plus
Very helpful
Jonathan Klein
23.10.2023
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Always a great experience when I contact the reps at this location! Kelly Tessier has been our go to specialist as her people skills and care for her clients, always shines through!
colleen byker
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Very awesome helpful people! Special thanks to Lyte, Carmen and Anne. Thanks for all your help.
Phil
23.10.2023
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Really slow service.