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Financial Advisers

41 websites in this category

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McKenzie, Hoover, McPhee, Russell Private Wealth Management

As your Vancouver financial advisor and financial planner, we delve deep—past the balance sheets and beyond the bank accounts—to figure out what truly matters to you. Where are you today, and where do you want to be? Every personalized strategy we develop, every wealth management solution we offer, is unique. Your investments, your retirement, your future—it’s all shaped by your goals, your desires, your vision.
cawww.mhmrpwm.ca

Mortgage Connection

We’re a team built on the power of collaboration, not a group of individuals pulling in different directions. At Mortgage Connection, each member believes in the strength of community. Together, we leverage an innovative spirit to find real, attainable mortgage solutions for you. All of our experts are experienced and well-equipped, but as strong as we all are individually, we’re even stronger together. Our awesome team dynamic enables us to stay cutting edge in a constantly changing mortgage environment. With the power of numbers, we are uniquely positioned to find the best possible solution for your specific situation and give you a great overall experience.
camortgageconnection.ca

CIBC - Financial Advisor Waterloo: Jeff Gates

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 pl
cawoodgundyadvisors.cibc.com/jeff-gates

Financial Advisors Calgary | The Beacon Group

At The Beacon Group, it is our mission to creat wealth, prosperity and confidence. Learn about the financial services we offer and how we can assist you.
cawww.beacongroupcalgary.com

Financial Advisor Canada

I am Chris Petitclerc and I am a licensed insurance agent and financial advisor and am based in Calgary Alberta, Canada. We service all of Canada and help all Canadian families, low to high net worth individuals, get financially on track. We bring Wall Street to Main street. Our mission is to help one family at a time. We are a 1 stop shop for most anything financial such as mortgages, most any type of insurance (travel insurance, life insurance (permanent and term), critical illness insurance, home insurance, auto insurance, pet insurance, vehicle warranty, health insurance, dental insurance, business insurance, disability insurance, etc.) as well as investments (tax shelters (corporate or individual), Investment Funds, TFSA, RRSP, GIC, RESP (Registered Education Savings Plan, RDSP (Registered Disability Savings Plan), etc, and retirement and estate planning. Why go anywhere else? Book a complimentary Financial strategy call today.
cachrispetitclerc.com

McInroy & Associates Private Wealth Management

Kawartha financial planning rooted in trust, clarity for generations: Structured planning that brings clarity to your whole financial life. With McInroy & Associates, you gain a calm, steady presence—so you can make confident decisions, protect what matters, and feel supported at every stage. At McInroy & Associates Private Wealth Management, we believe the best financial advice starts with deep listening and a personal connection. For nearly 30 years, we’ve helped families across the Kawarthas move forward with confidence—offering plans that go beyond investments to support retirement, tax efficiency, estate planning, and real-world life transitions. Our approach is defined by genuine care, generational trust, and structured advice that brings calm to complexity. (IG Wealth Management Inc. Mutual Fund Division)
cawww.mcinroypwm.com

Proudfoot Financial / Manulife Wealth Inc

At Proudfoot Financial, we provide comprehensive wealth management and financial planning services designed to help individuals, families, and business owners build, preserve, and transfer wealth with confidence. Backed by the expertise of professionals holding the CFP (Certified Financial Planner) and CIM (Chartered Investment Manager) designations, we deliver strategic, client-focused advice grounded in industry-leading standards.
caproudfootfinancial.ca

SES Advisors: ESOP Experts

SES Advisors is a highly specialized firm dedicated to advising business owners on how to use Employee Stock Ownership Plans (ESOPs) to achieve their personal and financial goals. SES Advisors has

Exponent Investment Management

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.
cawww.ex-ponent.com

Hemisphere Capital Management Inc.

At Hemisphere Capital Management Inc., we recognize that investment management goes beyond simply managing financial assets. It is about empowering you to achieve financial freedom at every stage of your life. Whatever that may be. Independent Wealth Management In Calgary: Hemisphere Capital Management Inc. is an independent and employee-owned wealth management firm in Calgary. We provide discretionary investment management services. For over 30 years, our financial advisors in Calgary have helped individuals, families and foundations across Canada reach financial freedom.
cahemisphere.ca

Mceachniematthewsgroup.ca/

Protect your wealth with McEachnie Matthews Group Private Wealth Management, Waterloo financial advisors and financial planners that connect every aspect of your financial life. Smarter investments, careful planning and minimized taxes: we bring clarity to complexity so you can move forward with confidence. (Investors Group Financial Services Inc.)
cawww.mceachniematthewsgroup.ca

Get Approved Canada

Get Approved Canada is your Ottawa car loan provider. We are different from traditional lenders because we don’t just look at your credit score – we take into account other factors such as income and assets to determine your approval eligibility. Our goal is to provide you with the best overall service possible, and if that includes helping you find the lowest interest rate available then so be it! We want to make sure you get an awesome deal on your new ride without having any hassle in the process. We also offer great loans options for home buyer mortgages, powersports financing & personal loans. Contact us today to get approved!
cawww.getapprovedcanada.com

Provide virtual accounting services

Our experienced team can work with individuals, sole owner managers, small businesses, for profit corporations or non-profit organisation in a wide range of industries. http://onshoreadvisors.ca/
caonshoreadvisors.ca

Judd Bisson & Associates - IG Private Wealth Management

Calgary financial planning that brings clarity to complexity: Judd Bisson & Associates - IG Private Wealth Management cuts through financial complexity with clear, structured planning for high-net-worth business owners and retirees. We do more than manage money—we build financial plans that simplify decision-making and give you peace of mind. Our clients are often successful professionals, business owners, and retirees facing financial complexity. We bring structure, clarity and calm to your financial world. Whether you’re selling a business, planning for retirement, or navigating a life transition, we connect every piece—taxes, cash flow, investments, estate planning—into one cohesive, evolving strategy. (Investors Group Financial Services Inc.)
cawww.juddbissonandassociates.com

Thiessen & Associates Private Wealth Management

Red Deer financial planner for real life and real people: Personal advice, long-term planning, and trusted relationships. At Thiessen & Associates Private Wealth Management, we help Central Albertans make thoughtful financial decisions during life’s biggest moments. Based in Red Deer and serving Calgary, Edmonton, and communities like Olds, Rocky Mountain House, and Stettler, we focus on personal connections, clear advice, and planning that works for your whole life—not just your investments. As a leading financial planner that Red Deer families and business owners trust, we provide high-touch private wealth management clients can count on. With access to full family office services, we help you bring it all together—from legacy planning to daily cash flow.
cawww.thiessenpwm.com

Boudreau & Associates Private Wealth Management

Your Kamloops Financial Advisor And Partner In Wealth: Helping you grow and protect your wealth, reduce taxes and move forward with purpose. Financial Advocacy That Goes Further: We see what others overlook. At Boudreau & Associates, our role as your financial planner means more than choosing investments. We are your advocate. We dig into your full financial world, corporations, pensions, real estate, insurance, and beyond. We often uncover missed opportunities in the first few meetings alone. From unexplored tax credits to strategic estate moves, we ensure everything is working in sync. (IG Wealth Management Inc. Mutual Fund Division)
cawww.kboudreauandassociates.ca

Deacon Wealth Management

Your North Bay-based financial planner: guidance and insight for what matters most to you. Proactive planning, personalized service, and clear advice to high-net-worth families, business owners, and professionals. Most investment advisors focus only on your portfolio. At Deacon Wealth Management, that’s just the starting point. We act as your trusted financial advisor across every aspect of your financial life. Our clients value how proactive we are—how often we anticipate our client’s needs, how clearly we explain each step, and how deeply we stay involved. No cookie-cutter plans. We create a customized, strategic plan that encompasses all aspects of your financial life — your investments, tax planning, retirement, estate, and business goals. And we do it all while building relationships that feel more like family than finance. (IG Wealth Management Inc. Mutual Fund Division)
cawww.deaconwealthmanagement.com

Evans Retirement Planning

Evans Retirement Planning is an independent, fee only, Certified Financial Planner based in Winnipeg MB.
cawww.evansretirement.ca

Comparez le rendement REER pour le retour d'impôt

Vous cherchez à ne pas payer d’impôts cette année et à obtenir le meilleur remboursement qui soit? Laissez un conseiller financier vous aviser! Cet expert des finances vous permettra de maximiser et optimiser vos REER afin de vous faire sauver de l’argent. Utilisez le formulaire de la plateforme REER QUÉBEC au https://reerqc.ca/ afin qu’un de nos partenaires conseiller REER vous aide, et ce, à tous les niveaux! Comparez gratuitement les rendements des divers REER, CELI et REEE, c’est sans engagement! Partout au Québec (Sherbrooke, Montréal, Québec, Trois-Rivières, Longueuil, Saguenay, Gatineau...) Services offerts : - Évaluation des droits de cotisation - Évaluation des droits inutilisés - Détermination de vos facteurs d’équivalence (FE) - Choix de vos types de placements REER - Optimisation de vos remboursements d’impôts nets

Riddell Wealth Management

The financial advisor Victoria trusts: Whether you’re preparing for retirement or looking to reduce your tax burden, we help you make smarter investment decisions and maximize your income with tax-efficient financial planning strategies.
caweb.richardsonwealth.com/web/evan.riddell

Freeborn Financial

Freeborn Financial strives to serve for your customized financial planning needs. Our expertise include the following financial subjects: pension plan strategies, employee benefit plans, tax-retirement strategies, estate planning, life, disability and critical illness Insurance.
cafreebornfinancial.ca

AQRE Fx

AQRE Fx is a simple to use proprietary trading firm that funds retail traders up to $600,000

Instant Loans in Canada No Credit Check C$5k- Payday Key

Payday Key are the payday loan services that are been offered to people in the most convenient way. People with imperfect tags have to face rejection most of the time but not in Payday Key. Our website offers an online loans facility in Canada. Visit Now
cawww.paydaykey.ca

Chrazen Financial

Why Chrazen Financial? We are independent financial advisors licensed to offer financial services in the financial and insurance industries.
cachrazenfinancial.com

Website

Contact RJB Insurance today to experience our personalized service and expert advice. We are here to help you make confident financial choices and provide the protection you need for peace of mind. We believe in building lasting relationships with our clients by delivering exceptional customer service and clear communication. We take the time to understand your unique needs, goals, and priorities, ensuring that we provide tailored solutions that meet your requirements. Our team of insurance and financial advisors is well-versed in a wide range of insurance products and investment strategies. Whether you are seeking protection for your home, vehicle, business, or personal assets, we can guide you through the process and help you choose the coverage that best suits your needs. At RJB Insurance, we are committed to protecting the people and things you care about most.
carjbinsurance.ca

Vancouver Startups: Tax Advice for New Business Owners

Starting a new business is an exciting journey, especially in a vibrant and innovative city like Vancouver. However, alongside the thrill of entrepreneurship comes the responsibility of understanding and managing your business's tax obligations. Here’s a comprehensive guide on tax advice for new business owners in Vancouver.
cawww.lfgpartners.ca/post/vancouver-startups-tax-advice-for-new-business-owners

Stephen Sicoli Financial Advisor

STEPHEN SICOLI is a licensed associate at one of the largest, fastest-growing financial firms in Canada. Helping Canadian families prepare for their future is only one of the facets of his life. When he is not spending time working with families to achieve.
castephensicoli.com

LFG Partners - Corporate Tax Instalments

LFG Partners is a well-established financial advisory firm that specializes in helping businesses with their corporate tax instalment needs. With a team of experienced professionals, LFG Partners provides personalized solutions to ensure that businesses are meeting their tax obligations effectively and efficiently. Their expertise in corporate tax instalments sets them apart as a trusted partner for businesses looking to navigate the complex world of taxation. Through their tailored services and commitment to client success, LFG Partners has built a strong reputation for delivering exceptional results and helping businesses thrive in today's competitive market.
cawww.lfgpartners.ca/corporate-tax-instalments

Ez Financial

Ez Financial is a professional financial advisor in Brampton, Ontario. Ez provides life insurance, mortgage insurance, critical illness insurance, travel & visitor insurance, health & dental insurance, disability insurance, super visa insurance services in Brampton.
caezfinancial.ca

Tax Planning for Small Businesses in Vancouver

Running a small business in Vancouver comes with its own set of challenges, and navigating the tax landscape is certainly one of them. Effective tax planning can make a significant difference in the financial health and success of your business. To shed light on this crucial aspect, we've sought the expertise of seasoned tax advisors familiar with the unique tax considerations for small businesses in Vancouver.
cawww.lfgpartners.ca/post/tax-planning-for-small-businesses-in-vancouver-expert-advice-from-a-tax-advisor