Financial advisor

Sort: Highest Rated




Your Private CFO Family Wealth/ IA PrivateWealth 343 Preston St 11th Floor, Ottawa, ON K1S 1N4

Your Private CFO Family Wealth/ IA PrivateWealth

8 Reviews
343 Preston St 11th Floor, Ottawa, ON K1S 1N4
Your Private CFO® is a financial services office established in the National Capital Region (Ottawa-Gatineau) since 1990.
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • LGBTQ+ friendly
  • Wheelchair-accessible washroom
Mitch McLean Wealth Creation 1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1

Mitch McLean Wealth Creation

21 Reviews
1565 Carling Ave Suite 610, Ottawa, ON K1Z 8R1
Mitch McLean is an Ottawa based financial advisor offering financial planning services across Ontario, including Ottawa, Toronto and Mississauga. Contact Mitch Today!
  • Wheelchair-accessible parking lot
IG Private Wealth Management - BRANDON ANHOLT, CFP CLU 409 3 Ave S Suite 501, Saskatoon, SK S7K 5R5

IG Private Wealth Management - BRANDON ANHOLT, CFP CLU

14 Reviews
409 3 Ave S Suite 501, Saskatoon, SK S7K 5R5
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
IG Private Wealth Management - LINDSEY KILGOUR, H B Comm CFP 144 Pine St Suite 101, Greater Sudbury, ON P3C 1X3

IG Private Wealth Management - LINDSEY KILGOUR, H B Comm CFP

8 Reviews
144 Pine St Suite 101, Greater Sudbury, ON P3C 1X3
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
IG Gestion de patrimoine 1300 Bd Guillaume-Couture Suite 201, Lévis, QC G6W 0R9

IG Gestion de patrimoine

6 Reviews
1300 Bd Guillaume-Couture Suite 201, Lévis, QC G6W 0R9
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
Groupe Financier Stratège 912 Grande Allée O, Québec, QC G1S 1C5

Groupe Financier Stratège

131 Reviews
912 Grande Allée O, Québec, QC G1S 1C5
Groupe Financier Stratège offre une vaste gamme de produits et services financiers, pour les entreprises et les particuliers.
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible washroom
  • Washroom
IG Wealth Management 737 Yates St 6th floor, Victoria, BC V8W 1L6

IG Wealth Management

7 Reviews
737 Yates St 6th floor, Victoria, BC V8W 1L6
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
Hexavision Enterprise 45 Lewis Rd Unit-1, Guelph, ON N1H 1E9

Hexavision Enterprise

6 Reviews
45 Lewis Rd Unit-1, Guelph, ON N1H 1E9
Plan your financial future with our proprietary Hexavisionary framework & financial body of knowledge to retire early and stay wealthy without working extra. Understanding Money Management, current tax bill and mortgage payment for increasing cash flow for early retirement. Book an appointment for your retirement planning with our trusted mentor now!
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • Onsite services
  • Online appointments
  • Wheelchair accessible seating
  • Wheelchair-accessible washroom
  • Washroom
  • Gender-neutral washroom
Joel Mahon, Financial Advisor, Desjardins Financial Security Independent Network 240 Waterloo St Unit 105, London, ON N6B 2N4

Joel Mahon, Financial Advisor, Desjardins Financial Security Independent Network

9 Reviews
240 Waterloo St Unit 105, London, ON N6B 2N4
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
Kevin Stevens- Scotia Wealth Management 4320 50 Ave Suite 201, Red Deer, AB T4N 3Z6

Kevin Stevens- Scotia Wealth Management

6 Reviews
4320 50 Ave Suite 201, Red Deer, AB T4N 3Z6
  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance

Recommended Reviews





T S KWEK
23.10.2023
Vancity
My wife and I visited the Richmond Branch this afternoon. We were attended to by 2 very pleasant customer service staff who very efficiently helped us with our cheque deposits and the issue of replacement Member Cards. They very patiently walked us through the steps to set up online banking and use of the cards at the ATM. We want to express our thanks to Ms Linda and Ms Emma.We also found the banking hall to be neat and pleasant. Reserved parking in front of the branch is also convenient.
Ravi Rane
23.10.2023
Patel Accounting and Taxation
Patel Accounting and Taxation services were referred to me by my friend when I was a new comer to Canada. Mr. Patel is a thorough professional, accurate and a friendly accountant that will work for you in a very efficient way. Over the years I have changed provinces and cities but Sunil’s exceptional accounting & taxation consulting services have remained constant.He is great at what he does and always makes time for his clients. I would definitely recommend him to whoever is looking for valuable, efficient and professional accounting and taxation services in Canada.
Shawna Keist
23.10.2023
Pigeon Park Savings
Teller very rude and unhelpful traveled 30 km to get to bank 3 times and still have not got issue worked out working. On 4th trip into the city to try again hopefully we will get it done wish me luck
Frédéric Bélanger
22.10.2023
IG Gestion de patrimoine
Ne recommande pas IG, BNC ou même la pressedes crosseursplanification financière à l’avantage du grossier consultant IMO(j’ai changé de banque)
Vladimir Teslenko
22.10.2023
Bromwich+Smith
Spoke to Wil Cruz. He gave me expert advice and personalized recommendations. I appreciated the highly professional, personalized service and would recommend that anyone seeking to better their credit/debt situation try speaking with Wil.
ryan c
22.10.2023
Vancity
ATM's aren't open outside of business hrs.. what's the point of them other than taking the tellers job when the branch is open.. might as well just eliminate the tellers already. Hire a security guard to stand within the atm area when banks not open if need be.
tess graham
22.10.2023
IG Wealth Management
Only can review from my parents ,Didn’t love the end results and the fees are substantial, not impressed
Guimasterfou Guimasta
21.10.2023
IG Gestion de patrimoine
Impossible d avoir la ligne au centre national. J ai recu un service correcte sans plus. Une fois les prelevements activés vous pouvez oubliez le nom de votre conseiller, il ne vous appelera plus. Si il y a des changement au gestionnaire de votre dossier c est aussi le silence radio. Ils ne gerent pas vos actifs comme si c etait les leurs. Ce qui me ferais du sens amon sens mais bon c est peut etre justemoi.
Eric T
21.10.2023
Vancity
Was waiting about 30 mins in line, didn't move anywhere. My 4 year old daughter had to use the washroom, so we asked the lady if there's a washroom she could use and she said No
Steve Piché
21.10.2023
Groupe Financier Stratège
Denis Asselin et son équipe prennent à coeur notre relation d'affaires, nos intérêts en plus de nous livrer un service impeccable.