3310 S Service Rd #302, Burlington
Tel: 905-536-0496
Infinity Insurance and Investments is a family run Independent Company providing expert advice and tailored insurance and investing solutions to individuals families and businesses in and around the Burlington ON area. Infinity Insurance and Investments have a dynamic team of experts who are well equipped with a range of skills and experience ensuring you get the best advice when investing your hard earned money. As a leading brand Infinity have solid links with reputable lawyers accountants and finance professionals.... read more

4473 Innes Road Suite 402D, Orleans
Tel: (343) 888-3228
We are firm believers that a financial advisor must have the desire to help their clients along with the required skills and knowledge to do so. Our main objective is to develop lasting relationships with our clientele to help them achieve their short- to long-term goals. Through a variety of solutions we are able to offer a holistic approach to financial management - from investment planning to wealth protection and mortgages. To us it is simple client's needs come first.... read more

120 Adelaide Street West, Suite 2500, Toronto
Tel: 1-800-964-0520
Wealth Management Canada is a financial services company that connects investors with the right financial advisor through an innovative matchmaking process. Our matchmaking research process is designed to identify financial advisors with consistent repeatable and sustainable ability to deliver results for their clients. Our goal is to find the best teams with a history of long-term success. Contact us today to learn more.... read more

333 Bay St. Suite 1630, Toronto
Tel: 4168151800
Focus Asset Management is an independent privately owned investment management firm founded in 2009. We manage segregated portfolios and pooled funds of stocks and bonds for high net worth individuals families and foundations. Our team of professionals has managed investment portfolios through the most turbulent periods during the last 30 years and for decades we have helped our clients navigate across a wide range of wealth management needs. We are passionate and single-minded about managing our clients’ wealth and believe that their experience pervades everything we do.... read more

222 Somerset St W #402, Ottawa
Tel: 613 747-2458
We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan manage and implement your financial future. Our services include financial planning investment management portfolio review and individual pension plans.... read more

180 Elgin Street, Suite 1302, Ottawa
Tel: 613-747-2458
We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan manage and implement your financial future. Our services include financial planning investment management portfolio review and individual pension plans.... read more

150 Caroline St South 3rd Floor, Waterloo
Tel: 1-519-883-5319
Who are we? We're good honest people with skills in the financial atmosphere and our aim is to use that knowledge and undivided attention to your portfolio to help secure your financial future. If you're looking for an investment advisor retirement planner or a true wealth management professional - you've come to the right place. At CIBC - Financial Advisor Waterloo: Jeff Gates we go the extra mile to take care of you from the get go. Our hope is to serve you and help you achieve all of your goals in life with our wealth planning services. Call us... read more

96 Highfield Park Dr., Halifax
Tel: 902-442-9827
Our focus is on helping you realize your goals. Our wealth management techniques bring together the best of financial planning and investment management. We are well versed in handling the affairs of people who are interested in retirement planning as well as business owners. Our background in accounting and taxation is very useful in optimizing the tax efficiency of your portfolio. These strategies ensure that you keep as much as is possible of your investment revenues. Investment Management We focus investment allocation strategies that take into account current events and changing situations in the financial markets. While we are not... read more