Best Financial Consultants In Kitchener

Known for a personal and thorough approach, Mason Leite and the Martin Christopher Investments team provide strategic financial planning tailored to small businesses and families. They offer clear guidance on investments, tax, and financial matters, with clients appreciating their responsiveness and ability to explain complex concepts in an accessible way.

Howlett Financial Partners takes a collaborative, holistic approach to tax, retirement, and investment planning, working closely with clients to align strategies with their goals. The team is known for clear communication and personalized frameworks that adapt to life’s changes, helping clients feel confident and prepared for the future.

Specializing in comprehensive financial planning, this team helps clients develop strategies that address both short- and long-term goals. Services include investment growth through GICs and mutual funds, retirement income planning, and various insurance options. Clients appreciate the clear explanations and ongoing support provided throughout their financial journey.

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… 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 is most important… 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.