9 Best Wealth Management Companies in Kitchener

Grieco & Sachs Financial Solutions For You Inc. is in the top ten rankings for its exceptional, client-oriented service and tailored advice for insurance, wealth accumulation, and business and estate planning. Many reviews praise the exceptional customer service provided by the very warm and professional staff and specifically highlight the professionalism of Natalie and Madelei more...

Grieco & Sachs Financial Solutions For You Inc. is in the top ten rankings for its exceptional, client-oriented service and tailored advice for insurance, wealth accumulation, and business and estate planning. Many reviews praise the exceptional customer service provided by the very warm and professional staff and specifically highlight the professionalism of Natalie and Madeleine in all communications. Clients also benefit from the business's solid and client-focused culture, and the staff's kind support in tough times indicates the company's long-term dedication to developing trust and human connections with customers. The company is dependable and trustworthy and offers clients superior quality service, making it one of the best on the market.

Noble Wealth Financial, Inc., founded by Sue Lee in 2010, is in the top ten list for its commitment to integrity, trustworthiness, and client-centric service. With expert guidance, the firm has a multilingual specialist staff that provides personalized and adaptable financial portfolios, ensuring clients are ready for all of life’s challenges. The company’s socially responsible more...

Noble Wealth Financial, Inc., founded by Sue Lee in 2010, is in the top ten list for its commitment to integrity, trustworthiness, and client-centric service. With expert guidance, the firm has a multilingual specialist staff that provides personalized and adaptable financial portfolios, ensuring clients are ready for all of life’s challenges. The company’s socially responsible stance on community engagement, like with local government events, has increased its audience, which is congruent with the reviews on the company’s professionalism, customer care, and significant impact on clients’ finances. Clients are happy because of the team's commitment to their needs. They recommend the company without reservations.

Opus Wealth Advisors Inc. ranks in the top ten list for its client-centric commitment. The wealth advisory firm provides customized advice and truly reciprocal dialogue, making it stand out in a cookie-cutter environment. Opus clients, such as for 25 years, praise Murray and Jake's clear, consistent, and well-suited counsel. The firm is trusted for navigating complex issues like more...

Opus Wealth Advisors Inc. ranks in the top ten list for its client-centric commitment. The wealth advisory firm provides customized advice and truly reciprocal dialogue, making it stand out in a cookie-cutter environment. Opus clients, such as for 25 years, praise Murray and Jake's clear, consistent, and well-suited counsel. The firm is trusted for navigating complex issues like tax law changes while ensuring clients' well-being. The clients appreciate Opus' clarity, long-term planning, and high-quality, personalized service, with clients saying their recommendations have always served them well. Clients' satisfaction increases, which means the firm's business and brand reputation also rise. Opus' transparency and trust help clients sleep soundly, making it a top 10 choice for personal wealth advice.

IG Wealth Management is based upon the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Man more...

IG Wealth Management is based upon the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? 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. You can grow your career while being in complete control. Entrepreneurs have access to expert support and your expertise is valued. You can also dedicate time to client work, which allows you to succeed. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. IG Wealth Management will provide support and assistance for your community participation.

Nicky is primarily focused on identifying what matters to you. Her day is spent primarily in meetings with clients and helping them to create and implement financial solutions. Nicky is a CERTIFIED FINANCIAL PLANNER(r) and has been working in the financial industry for the past 20 years. Before establishing her wealth management business, Nicky spent almost 10 years working und more...

Nicky is primarily focused on identifying what matters to you. Her day is spent primarily in meetings with clients and helping them to create and implement financial solutions. Nicky is a CERTIFIED FINANCIAL PLANNER(r) and has been working in the financial industry for the past 20 years. Before establishing her wealth management business, Nicky spent almost 10 years working under Greg Bencina (a retired, but highly respected, senior advisor) in our office. Nicky is proud to be a mother of three children and grandmother of two. Her husband and she are dedicated hockey parents to their daughter's youngest. They spend most of their time driving between games, practices and tournaments. Nicky also enjoys yoga, and hosts big Greek family events.

CI Financial was founded in 1965 and has always responded to Canadians' changing needs. To meet all investor's needs, we offer a wide range of innovative investments that are industry leaders and extensive wealth services. Our mission is: CI Assante Wealth Management Advisors make wealth planning easy by providing a strategy that meets your life goals. Our goal is to p more...

CI Financial was founded in 1965 and has always responded to Canadians' changing needs. To meet all investor's needs, we offer a wide range of innovative investments that are industry leaders and extensive wealth services. Our mission is: CI Assante Wealth Management Advisors make wealth planning easy by providing a strategy that meets your life goals. Our goal is to provide you with comprehensive wealth planning advice that will help you reach your goals and leave a legacy. To solve the problem of building wealth and protecting it, our comprehensive approach considers all aspects of your financial picture. You can be confident knowing your financial affairs are in the hands of an Assante advisor, whether you're planning for retirement or saving for your family.

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 planning. Because I was able to do the same thing for myself as I do now for my clients, I'm an Edward Jones financial adviser today. The f 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 planning. Because I was able to do the same thing for myself as I do now for my clients, I'm an Edward Jones financial adviser today. The first step was to look at my current situation and create goals that would take me where I want to go. Next, I created a plan that would help me get there. This allowed me to leave behind-the-scenes roles of financial services and open my own branch, doing what I love - meeting clients face-to-face for 14 years. Investors sometimes expect to be able to discuss buying or selling stock in our first meeting. It's not how I work. We'll first spend time discussing everything about your life, including your hopes, dreams, challenges, and your current situation. While the portfolio is important and very important, it will not be the focus of our conversation. The portfolio must be tailored to you personally to fit your whole picture in order to make sense. The portfolio must plan for your future and prepare for any unexpected obstacles. As we continue to work together, I will spend some time working on our strategy and providing advice about changes and enhancements. My office is well-suited for working with many generations of families. This includes often business owners. Our level of service is what makes the difference. My work with you is not limited to one-on-one. I also consult with your accountant and attorney as necessary to assess your tax situation. Our goal is to help you achieve your financial goals. The branch team also includes Sr. Lesley Merkley, Branch Office Administrator, and me. Our team prides itself on being organized, knowledgeable, and professional. We want to ensure that you get the best service possible so you can feel confident and informed about your future. Personal note: I have lived in Guelph for 14 years. We take full advantage of Canada's wonderful outdoors every chance we get, be it on the water or by doing the many winter activities.

Scotia Wealth Management (r) offers a team-based, innovative approach to wealth management. It addresses all aspects of your life, including your family, business, and future. Our Scotia Wealth Management experts work with you to assess what you have accumulated and how to manage it as life changes occur. Enriched thinking(r) is your combined thinking and ours. Working with Sco more...

Scotia Wealth Management (r) offers a team-based, innovative approach to wealth management. It addresses all aspects of your life, including your family, business, and future. Our Scotia Wealth Management experts work with you to assess what you have accumulated and how to manage it as life changes occur. Enriched thinking(r) is your combined thinking and ours. Working with Scotia Wealth Management's relationship manager means you are working with wealth experts with extensive knowledge across many financial areas. We can work together to create a plan of action that will help you realize your dreams.

Financial Services Firm that supports your needs in Life and Health Insurance as well as Employee Benefits (we act as Third Party Administrator and Payor) and Investment Advisory. Since 1976 we have served clients. We employ a group of experts and can customize programs to suit every client's needs. Our financial experts can help you reach your highest goals. Worldsource Fi more...

Financial Services Firm that supports your needs in Life and Health Insurance as well as Employee Benefits (we act as Third Party Administrator and Payor) and Investment Advisory. Since 1976 we have served clients. We employ a group of experts and can customize programs to suit every client's needs. Our financial experts can help you reach your highest goals. Worldsource Financial Management supports independent financial advisors who have established strong relationships with their clients and built trust. They can provide sound financial advice and complete financial planning to help you ensure your financial security. Guardian Capital Group Limited is the wholly-owned subsidiary Worldsource Wealth Management Inc. Guardian is a respected, diverse financial services company that has been around for over 50 years. Guardian has global reach and covers banking, institutional clients, private wealth clients as well as investment management services across all asset classes.