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Northland Wealth Management

8965 Woodbine Ave, Markham, ON L3R 0J9 Get directions
Northland is an award winning, independent Canadian multi-family office founded in 2011. ? With our headquarters in Oakville, Ontario along with our office in Calgary, Alberta, we... more... See more text
Investment Advisory Services
(3)
Opening at 9:00 am
Northland Wealth Management is an award winning, independent Canadian multi-family office and wealth advisory firm founded in 2011.  Through its industry leading open-architecture platform, Northland Wealth provides our clients access to institutional quality traditional and alternative investment opportunities.  The firm is comprised of a team of accredited professionals with an average of 25 years’ experience, who are dedicated to providing objective and comprehensive advice with a focus on fi Read more

Joseph Pace - TD Wealth Private Investment Advice

354 Davis Rd, Oakville, ON L6J 2X2 Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w... more... See more text
Investment Advisory Services
(2)
Joseph has guided us from our early years through our retirement stages in life with sound advice and proper guidance with sound financial planning goals. His level of service and staying in touch when the going gets tough is top rate. We have been extremely pleased with the long term relationship we have developed with Joseph and his staff at T.D Wealth. Read more

McCauley Asset Management

2-3 Church St, Toronto, ON M5E 1M2 Get directions
McCauley Asset Management has more than 20 years experience with around 300 million assets under management.
Investment Advisory Services
(1)
Opening at 9:00 am

Edward Jones - Financial Advisor: George Paolucci

82 Main Street, Erin, ON N0B 1T0 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am
I have been working with George since 2009, at first giving him only a portion of my savings, then eventually transferring ALL of my savings to him. I can recommend him wholeheartedly and without reservation as THE best (and nicest!) financial adviser I've ever worked with. With his expert advice, my returns are almost 7% net after commissions! No matter what is happening in the world, I can sleep well knowing George is looking after my portfolio. He's not constantly buying and selling to inc Read more

Edward Jones - Financial Advisor: Rob Payne

22 Simona Dr, Bolton, ON L7E 4E9 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am
Rob has incredible patience and re-explains things we didn't understand. He is very easy to talk to, and can translate difficult concepts into layman terms. Rob educated us on all products available and which would be of interest or beneficial to us without being pushy along the. We have full confidence and trust as Rob as our Financial Advisor and refer him to others whenever the opportunity presents itself. Read more

Edward Jones - Financial Advisor: Faisal Butt

7191 Yonge Street, Markham, ON L3T 0C4 Get directions
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-s... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am

Edward Jones - Financial Advisor: Bruce Petschke, CEA®

57 Mill Street North, Brampton, ON L6X 1S9 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 8:30 am
The EJ adviser located on Mill street is exceptional. He deftly tailored our portfolio to our specifications and delivered the results he promised. His personal service and outstanding people skills make a visit too his office a very pleasant experience. We have moved the remaining the remaining portion of our portfolio to EJ because this advisor has delivered results as promised. Read more

Edward Jones - Financial Advisor: Michael P Robertson, CEA®

1540 Cornwall Road, Oakville, ON L6J 7W5 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am

Edward Jones - Financial Advisor: Matthew Moulder, CIM®

4833 Leslie St., North York, ON M2J 2K8 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am

Edward Jones - Financial Advisor: Pradip K Bhattacharya

3391 Bloor Street West, Etobicoke, ON M8X 1G3 Get directions
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, a... more... See more text
Investment Advisory Services
(1)
Opening at 9:00 am

Andrew Jewell - TD Wealth Private Investment Advice

66 Wellington Street West, Toronto, ON M5K 1A2 Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w... more... See more text
Investment Advisory Services
(1)
best sensible unflappable broker you will find, Straight realistic guidance from an experienced professional. you wont regret dealing with Andrew Read more

William Chan - Certified Financial Planner at Modern Vision Planning

700-6733 Mississauga Rd, Mississauga, ON L5N 6J5 Get directions
Independent advice, it just makes sense. We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're makin... more... See more text
Investment Advisory Services, Health, Travel & Life Insurance
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Opening at 9:00 am

Martin Lucas & Seagram Ltd

48 Yonge Street, Toronto, ON M5E 1G6 Get directions
Martin, Lucas & Seagram is one of Canada's oldest independently owned investment counselling firms. We have been providing investment management services to investors for over 60 y... more... See more text
Investment Advisory Services, Financial Planning Consultants

Lakeshore Securities Inc

308-277 Lakeshore Rd E, Oakville, ON L6J 6J3 Get directions
Lakeshore Securities Inc. is an independent, privately owned securities dealer. We provide advisory and brokerage services to retail, institutional and high net worth individual in... more... See more text
Investment Advisory Services, Investment Dealers
Opening at 9:00 am

Zoe Joyce Kiousis - TD Wealth Private Investment Advice

66 Wellington Street West, Toronto, ON M5K 1A2 Get directions
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your w... more... See more text
Investment Advisory Services

Zoriana Iwachow - TD Account Manager Small Business

382 Roncesvalles Avenue, Toronto, ON M6R 2M9 Get directions
Investment Advisory Services

Zubair Shams - TD Account Manager Small Business

2574 Finch Avenue West, North York, ON M9M 2G3 Get directions
Investment Advisory Services

Zhen Luo - TD Account Manager Small Business

80 Copper Creek Drive, Markham, ON L6B 0P2 Get directions
Investment Advisory Services

Yishan (Annie) Li - TD Investment Specialist

2955 Eglinton Ave W, Mississauga, ON L5M 6J3 Get directions
TD Investment Specialists can help you understand your options, and provide sound advice.
Investment Advisory Services
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