Financial Consultants à Burlington, ON
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Affichage des résultats: 61 - 80 sur 259
Affichage des résultats: 61 - 80 sur 259
Autres résultats dans la catégorie 'Financial Consultants' à Burlington
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101-1005 Skyview Drive, Burlington, L7P 5B1
(905) 331-1442
Bill McElroy is the President of The William Douglas Group and Principal, Senior Investment Advisor, for his Manulife Securities Incorporated Associate Office in Burlington, Ontario. He heads up a strong, well qualified team, focusing on financial and corporate planning needs of the business owner and families in the accumulation phase of their investing horizon. Assisted by his Office Manager Ute Potticary and his Executive Assistant Debbie Carrick, he and his staff offer clients enhanced wealth creation solutions using a common sense and disciplined approach to financial planning that is proven and effective. By implementing a combination of comprehensive financial, investment and insurance services, in an impartial professional environment, we are able to offer our clients enhanced wealth creation and employee benefit solutions to suit each of our client’s unique needs. Bill McElroy has become a highly respected and recognized source of financial advice and information in the Golden Horshoe area, with extensive qualifications and professional designations. Over the years, he has had numerous articles published in local business papers and professional association magazines. He embarked on his career in financial planning and investment advice in 1990 and attained the Chartered Financial Planner designation from the Canadian Institute of Financial Planning in 1996, attained the designation of Certified Financial Planner (CFP). He is upgrading his skills constantly and continues to participate in financial related courses and seminars. Bill’s broad relationship with accountants, lawyers and other professionals has contributed to his advanced understanding and ability to help his client develop strategies. Bill’s professional credo is to offer unique financial solutions at a reasonable cost to his clients, through his alignment with many national firms that offer a wide range of products and solutions. Vist us at www.wdg.ca 
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241 Plains Rd. E, Burlington, L7T 2C5
(905) 315-9060
Financial Planner 
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5063 N Service Rd #200, Burlington, L7L 5H6
Financial consultant 
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2321 Fairview St #205, Burlington, L7R 2E3
(905) 333-5585
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1005 Skyview Drive, Burlington, L7P 5B1
(289) 293-0776
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
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1005 Skyview Drive, Burlington, L7P 5B1
(289) 293-0749
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
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1005 Skyview Drive, Burlington, L7P 5B1
(289) 293-0777
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
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5500 N Service Rd #303, Burlington, L7L 6W6
(905) 331-2885
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1357 Majestic Drive, Burlington, L7M 1G4
(519) 362-0468
In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that. Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner. As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them. 
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1111 International Blvd #600, Burlington, L7L 6W1
(905) 847-8426
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627 Guelph Line, Burlington, L7R 3M7
(905) 634-4944
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3425 Harvester Rd, Suite 101A, Burlington, L7N 3N1
(289) 337-4544
Financial Planner 
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3310 S Service Rd, Suite 105, Burlington, L7N 3M6
(905) 525-4255
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61 – 2049 Pine Street, Burlington, L7R 1E9
(289) 795-1695
Mortgage Brokers, Financial consultant, Mortgage broker