8 Best Financial Consultants in Kitchener

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric focus. His financial plan is clear, complete, and easy to understand. His clients describe him as a reliable source of information who uses a calm and reassuring tone to help them make financ more...

Mason Leite, a financial planner at Martin Christopher Investments, is one of the top ten financial advisors in Canada due to his personalized service, professionalism, and customer-centric focus. His financial plan is clear, complete, and easy to understand. His clients describe him as a reliable source of information who uses a calm and reassuring tone to help them make financial decisions. Clients frequently remark that Mason is a great resource, thorough, and responsive, making him one of the best financial advisors having a great experience with their service.

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have built a name for themselves over the years by creating customized financial plans that take into account tax planning and investing. This was verified by their hundreds of clients’ positive co more...

Howlett Financial Partners has made it to a top ten firm due to their holistic financial planning and communication strategies to meet clients’ expectations. Nate Howlett and his team have built a name for themselves over the years by creating customized financial plans that take into account tax planning and investing. This was verified by their hundreds of clients’ positive comments on their money decisions and life changes. Complicated ideas are made straightforward, and every significant life-event situation gets the best attention. Howlett Financial Partners is a non-profit financial cooperative that champions collaboration in the industry and gives back to society through projects like The Knowledge Box.

Liana Carvalho places in the top 10 list among financial planners for her impressive dedication, expertise, and client satisfaction. Feedback reveals that Liana exceeds Client expectations by providing extensive finance education, which helps them make informed decisions. She ranks highly as a transparent guardian of her clients’ best interest. She handles a wide range of financ more...

Liana Carvalho places in the top 10 list among financial planners for her impressive dedication, expertise, and client satisfaction. Feedback reveals that Liana exceeds Client expectations by providing extensive finance education, which helps them make informed decisions. She ranks highly as a transparent guardian of her clients’ best interest. She handles a wide range of financial services, provides regular portfolio checks, and is a desirable mentor and trustworthy adviser. On a regular basis, Liana creates financial plans that work for her Clients and delivers first-rate service that results in happy clients.

We live in an ever-changing world. You can adapt your needs to changing circumstances by having a plan and a pro-active advisor. The IG Living PlanTM, our financial planning service (tm), can help you create a plan that is flexible and adaptable to your changing life. What is our mission? Our mission is to help you make better financial decisions and improve your financial heal more...

We live in an ever-changing world. You can adapt your needs to changing circumstances by having a plan and a pro-active advisor. The IG Living PlanTM, our financial planning service (tm), can help you create a plan that is flexible and adaptable to your changing life. What is our mission? Our mission is to help you make better financial decisions and improve your financial health so that you can take advantage of every opportunity in your life. Regular updates and reviews are made to the IG Living Plan. This is a complete financial plan that covers your entire life. We want to help you achieve your financial goals, and keep you on track. We consider our clients friends for life. Your family is our friend. We are here to assist you. No matter your long-term financial goals, we will create a customised IG Living Plan to address all of your needs. Do you feel you are not receiving the financial advice you need? You definitely deserve s'more. IG Wealth Management is more than an investment company. IG Wealth Management offers assistance with estate planning, taxes, and mortgages.

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax-smart investing. Which is most important? Your wealth or your legacy? Your financial legacy? How can you protect your income? I care about what more...

Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax-smart investing. Which is most important? Your wealth or your legacy? Your financial legacy? How can you protect your income? I care about what is most important for you. My goal as your financial advisor is to provide strategies that will help you reach your long-term goals. We can help you reach your financial goals, whether you are planning for retirement or saving for higher education. My clients can have a personalized financial plan that provides security and stability. Trusting relationships are what I strive to build and keep. You can ask questions, review your goals and communicate with me on a regular basis to make sure you're on the right track. Edward Jones has been my employer for nearly 9 years. I was able to get a degree in Business and work in both the credit and banking industries before Edward Jones. I'm an active member in WIN (a women's networking organization); the Doon South Community Group Brigadoon Nextdoor; and The Ashby's, Sydney Nova Scotia. Raymond, my husband and I will be celebrating 32 years together this June. Six children have been born to us, including three boys and three daughters. Two years ago, we added two Yorkies Bella and Oscar to our family.

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Over 20 years experience working in financial services, I am actively involved in helping my clients reach their financial goals. I have been awarded the CE more...

TD Wealth Financial Planning is committed to helping our clients build confidence in their financial future. Your planner will assess your financial goals and create a detailed plan that balances your future and daily needs. Over 20 years experience working in financial services, I am actively involved in helping my clients reach their financial goals. I have been awarded the CERTIFIED FINANCIAL PLANNER(r) certification by the Financial Planning Standards Council for my commitment to continuing education and completion of the required qualifications. As we collaborate towards our unique financial goals, I am looking forward to discussing investment strategies with you and finding solutions.

You live in a constantly evolving world. A plan and pro-active advisor can help you adapt to your changing needs. Our financial planning service, the IG Living Plan (tm), helps you to create a plan that can adapt and change with your life. Our mission? Our goal is to improve your financial health and make informed decisions that will allow you to take full advantage of all the more...

You live in a constantly evolving world. A plan and pro-active advisor can help you adapt to your changing needs. Our financial planning service, the IG Living Plan (tm), helps you to create a plan that can adapt and change with your life. Our mission? Our goal is to improve your financial health and make informed decisions that will allow you to take full advantage of all the possibilities in life. The IG Living Plan, which is a comprehensive financial plan for your whole life, is updated and reviewed regularly. Our goal is to make sure you are able to meet your financial goals and stay on the right track. Our clients are our friends for life. We want to help your family and you explore your options. We will help you create a customised IG Living Plan that addresses all your financial needs, no matter what your long-term goals are - whether it's buying a house, saving for college, or even leaving a lasting legacy. Are you not getting the financial guidance that you deserve? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages and estate planning.

Your Advisor and you create a financial plan. It is your manifesto. This is a written document that represents your goals and dreams. It can be updated as necessary to reflect your financial and wishes. You must find a way to balance your financial goals, saving for the future and living comfortably today. After assessing your expenses and income, we will work together to deter more...

Your Advisor and you create a financial plan. It is your manifesto. This is a written document that represents your goals and dreams. It can be updated as necessary to reflect your financial and wishes. You must find a way to balance your financial goals, saving for the future and living comfortably today. After assessing your expenses and income, we will work together to determine your long- and short-term goals and create a plan for achieving them. You will need to build a portfolio that balances growth potential and risk tolerance. Access to all asset types will be available to you, and you can adjust the mix as needed to meet your investment objectives and life stages. You can protect your assets, family well-being, and your legacy. The MD Advisor will help you decide the best solutions for you, how much coverage you require and whether individual or corporate solutions are right for you.