Investment company
Sort: Highest Rated
Novak Private Wealth Counsel
19 Reviews
11-330 West St, Brantford, ON N3R 7V5
The main goal of this office is to get you a consistent investment return. Exploring products not available to the average investor. Novak Private Wealth Counsel brings over 25 years of investing experience.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
Kingston Financial Inc.
7 Reviews
Kingston Financial Inc, 623 Fortune Crescent #300, Kingston, ON K7P 0L5
Retirement Planning in Kingston, Ontario. Helping you have a better retirement. Financial Planning that prioritizes protecting you, your family, and your assets.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
Trans Canada Wealth Management
21 Reviews
177 St Mary's Rd, Winnipeg, MB R2H 1J1
Focused solely on retirement planning. We provide retirement planning services to individuals, families, farmers, & business owners.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Wealthable
13 Reviews
4215 Amaletta Crescent, Burlington, ON L7M 5C4
Wealthable is a full-service accounting and financial services firm that offers advisory, accounting, investment and planning for businesses and individuals in Toronto & Ontario.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Ben Hunter,CFP,CIM Financial Planner, Investment & Insurance Advisor
6 Reviews
155 Princess St, Kingston, ON K7L 1A9
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
First Island
8 Reviews
5122 Cordova Bay Rd #103, Victoria, BC V8Y 2K5
First Island Financial Services Ltd. is a mortgage lender and real estate investment firm based in Victoria. As a Mortgage Investment Corporation (MIC), we hold first-class real estate mortgages and operate with proven investment criteria investing in first mortgages only in British Columbia and Alberta.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
KAI Asset Management Inc.
8 Reviews
185 Carlton St #500, Winnipeg, MB R3C 3J1
Based in Manitoba, KAI Asset Management Inc. (KAM) is a full discretion Portfolio Manager registered with the securities commissions of BC, Alberta, Saskatchewan, Manitoba, and Ontario that helps investors manage their wealth and take advantage of investment opportunities that present themselves in the capital markets. KAM follows a disciplined and thorough approach to investment management which traditionally has produced strong results for clients through the cycles of the market.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Sim Gakhar - Toronto Life Insurance Agent & Investments Advisor
71 Reviews
7030 Woodbine Ave Suite 500, Markham, ON L3R 6G2
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
Parasol Financial Solutions Inc. Investia Financial Services
9 Reviews
820 Development Dr, Kingston, ON K7M 5V7
When it comes to wealth management services and financial planning in Kingston or Ontario, Parasol Financial Solutions is the only name to be trusted. Call us now.
- Wheelchair-accessible parking lot
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
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
Ollga Gjini
22.10.2023
Zahra Properties
Great experience working with Zahra Properties and especially with Nasruddin(Nash) which was ready 24/7 to assist us in finding a prospective tenant. Zahra properties did an excellent advertisement of the property in a large number of websites as a result of which we had a large number of requests and Nash with his great professionalism made it things happened for us.We are very pleased with the tenants.Thank you team Zahra properties. Great working with you Nasruddin Jabrani.
Justin Reid
22.10.2023
Realstar Group
If I could post a lower score, I would. This company has the worst management team. They tell you to F*** Off
Fred Walsh
22.10.2023
Anthem Mortgage Group
Cannot say enough in the way of thank you to Yvonne as she assisted us in our recent mortgage. She was able to put my wife and I at ease during the whole process and made us feel comfortable at each step. I would highly recommend ANTHEM to anyone looking for a broker to assist them.
S Youvic
22.10.2023
Youvic Holding Group Inc.
A great example of what good customer service should be. they have amazing applications that cover Dentistry, Business, HR, points of sale, and accounting.
Frankie Elizabeth
22.10.2023
GA Investment Group
Nathaniel is extremely knowledgeable and easy to communicate with. Really helped me get my finances on track! Highly recommend working with him
Ponoitrose GH
22.10.2023
Auxly Group
Amazing! LETS GO AUXLY! Auxly is Ready to go for 2.0: Reveals Portfolio of Cannabis Products
Erin Reynel
21.10.2023
Safe Pacific Financial Inc.
I recently moved my life and critical illness insurance to Robert and Laurent with Safe Pacific, and I'm so glad I did. Robert reviewed my policy completely and made some suggestions that fall better in line with how I envision my family's future. He even drew a diagram to make everything easier to understand!They are currently reviewing my husband's policy, which is completely different than mine. We are thoroughly impressed by their creative, thoughtful take on insurance, and their commitment to understanding each client's individual situation. Thank you!
Anorak Legip
21.10.2023
MTL Développement
Le service à la clientèle a été excellent et ils ont répondu à toutes mes questions sur le projets de la Tour Fides et le Bourbon. Ils ont pris toutes les mesures sanitaires pour faire mon rendez-vous et me montrer les projets immobiliers et leurs aires communes.
Daphne Garcia
21.10.2023
Lifa
Lifa a été remarquable à tous les niveaux. Leur professionnalisme, leur expertise et leur engagement envers leurs clients sont exemplaires. Grâce à leur gestion efficace, j'ai pu voir mes biens immobiliers prospérer et générer un rendement solide sans maux de tête. Je les recommande vivement à quiconque cherche une entreprise fiable et compétente.
David Mathieu
21.10.2023
Auxly Group
Auxly is a great company that put emphasis on quality before quantity (and money) they deserve the best recognition.