Financial Consultants à St. Catharines, ON

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Résultats à proximité dans la catégorie Financial Consultants à St. Catharines

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49 Main St, St. Catharines, L2N 4T8

905 938 2865
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.
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55 King Street, Suite 205, St. Catharines, L2R 3H5

(905) 685-5819
Hoyes Michalos has a full range of debt relief options from consumer proposals to bankruptcies. Talk to a trustee to see what your options are and how they can help. Lose your debts today!
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96 Queen Street, St. Catharines, L2R 5H3

(905) 687-8222
Hello. We're Terry & Patty Rempel, CERTIFIED FINANCIAL PLANNERS, founders of Bluestone Financial, and financial advisors with HollisWealth. We’ve spent the past 28 years developing our practice and learning how to achieve solid results for our clients. Born and raised in St. Catharines, we live in an historic downtown home that we personally renovated, and that is also the location of our office (our dog Chester loves meeting our clients; feel free to shake his paw and tell him he’s a good doggy). Our son Joshua is a third year Health Sciences student at McMaster University - yep, he’s our pride and joy. We enjoy a simple lifestyle, pursuing good health and personal development (lifelong learning, professional conferences, travel, time with friends, and Christian faith - members of St. Mary’s parish). Simply stated, we’re striving to fill our life with purpose, pleasure and good people. We consider ourselves fortunately blessed and “self-made”, reflecting our belief that a wonderful life is available to all.
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7 Manor Road, St. Catharines, L2N 3B6

+1 416-822-5832
We assist individuals to have more with a proven tax saving program; while providing clean water solutions to the 3rd world. We use a unique program to provide clean water donated by individuals, called "Gift in Kind". We source goods for individuals to donate. Our program has been utilized by accountants for decades to reduce taxes. We source essential goods needed by charities, bought by individuals for donation. Take the first step toward creating lasting change.
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8 Ontario, St Catharines, L2R 7M3

+1 905-684-6597
HollisWealth Advisory Services Inc. is located in the heart of downtown St. Catharines, Ontario. Dedicated to providing professional investment advice with regard to Savings, Retirement, Your Wealth, Risk Management, Mortgages, and more! HollisWealth is proud to help families and businesses across the Niagara Region invest in some peace of mind. With all the uncertainty in the world, some expert advice is your best investment. HollisWealth proudly serves its clients by looking at a balanced portfolio of investments. The investments need to be basically sound, diversified, have liquidity and a proven track record of good management. Grow Your Saving with Mutual Funds, TFSAs, GICs, Segregated Funds, and Customized Lifestyle Planning. Prepare for Retirement with RRSPs, RRIFs, LIRA/LIF, Annuities, Pensions, and Estate Planning. Plan for your Family with Life Insurance, Risk Management (Disability, Health Plans, Critical Illness, Long-term Care) and RESPs. Call us today (905) 684 6597.
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39 Queen Street, St. Catharines, L2R 5G4

(905) 641-4956
Ian Gollert received his Bachelors degree from the University of Guelph in 1993, and following a year of post graduate study, began work in the financial services industry. He trained with MetLife and went on to work with CIBC. In 1997, Ian became an independent financial advisor, and joined his father Mac in forming Gollert Financial Services. Ian is an active member of Niagara Falls Big Brothers Big Sisters and is Past President of the Board of Directors. Ian resides in Niagara Falls with his wife Janet, and their son Davis. Gollert Financial Services 39 Queen Street Suite 205 St. Catharines, ON L2R 5G4 Phone: 905-641-4956 Fax: 905-641-9085.
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210 Martindale Road, St. Catharines, L2S 0B2

(905) 682-7292
Financial consultant, Financial services, Financial Service, Financial consultants
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20 Corporate Park Dr., Suite 200, St. Catharines, L2S 3W2

+1 519-494-3481
Mortgage Brokers, insurance company, financial consultants, Credit counseling service, Mortgage broker, Financial Planner
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210 Martindale Road, St. Catharines, L2S 0B2

(289) 968-6292
financial services, financial consultants, Financial Service
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10 St. Columba Dr., St. Catharines, L2N 3G3

(905) 328-3274
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20 Corporate Park Drive, Suite 202, St. Catharines, L2S 3W2

9053844638
NuVest Management Services is a Canadian-owned firm offering accounting and finance services to small and medium-sized companies. We offer onshore, offshore and blended offerings, which can be customized to meet any company’s particular requirements. Our onshore offerings take advantage of the familiar, well-educated and skilled Canadian labour market.
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25 Corporate Park Drive, St. Catharines, L2S 3W2

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 wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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26 Hiscott St, Suite 101, St. Catharines, L2R 1C6

(289) 969-4180
Investment service, Investing Service, Financial Planner, Financial consultant
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63 Church St, St. Catharines, L2R 3C4

(905) 688-2013
Courtiers en valeurs mobilières à St, Investment service, Services d investissement, Financial Planner, Investment Management Company, Investing Service, Security brokers and dealers, Insurance, Dealers, Courtiers en valeurs mobilières, Finance, Investment Dealers, Real Estate, Finances et Légal, Investment Services, Exchanges, Security & Commodity Brokers, Financial consultant
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437 Welland Ave, St. Catharines, L2M 5V2

(905) 401-7738
Investing Service, Financial Planner, Insurance broker, Financial Service, Investment service
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210 Martindale Rd, Suite 100, St. Catharines, L2S 0B2

Investment service, Financial Service, Insurance Agent, Mortgage broker, Mortgage Brokers, Investing Service, Financial consultant, Financial Planner, Investment Management Company
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15 Lyman St., St. Catharines, L2R 5M8

(905) 984-2100
Dealers, Financial Planner, Exchanges, Financial Planning Consultants, Consultant, Security & Commodity Brokers
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75 Corporate Park Dr Suite 105, St. Catharines, L2S 3W2

(905) 641-0330
Financial Planner, Management Investment Offices, Open-End
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177 James Street, St. Catharines, L2R 5C4

(905) 684-6254
Financial Planner, Financial Planning
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63 Church St, St. Catharines, L2R 3C4

(905) 682-5789
Financial Planner, Consultant, Financial Planning Consultants, financiers

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