Best Wealth Management Companies In Kitchener

Known for a team approach to holistic financial planning, Grieco & Sachs Financial Solutions For You Inc. supports individuals, families, and business owners with services including estate, retirement, and succession planning. Clients appreciate the team’s responsiveness and warm, knowledgeable guidance, though some note that busy periods can affect timing.

With over 35 years of combined experience, Noble Wealth Financial specializes in life and health insurance as well as financial planning through Desjardins Financial. The multilingual team offers personalized guidance in Mandarin, Cantonese, and Taiwanese, helping clients navigate changes and achieve their financial goals. Customers appreciate their patient, professional approach and clear… more...

With over 35 years of combined experience, Noble Wealth Financial specializes in life and health insurance as well as financial planning through Desjardins Financial. The multilingual team offers personalized guidance in Mandarin, Cantonese, and Taiwanese, helping clients navigate changes and achieve their financial goals. Customers appreciate their patient, professional approach and clear communication.

Opus Wealth Advisors focuses on building long-term relationships to create customized financial plans based on your values, goals, and risk tolerance. The team offers clear, steady guidance on investments and retirement planning, helping clients feel confident and well supported through changing financial landscapes. Some find the personalized approach a welcome change from typical product-driven… more...

Opus Wealth Advisors focuses on building long-term relationships to create customized financial plans based on your values, goals, and risk tolerance. The team offers clear, steady guidance on investments and retirement planning, helping clients feel confident and well supported through changing financial landscapes. Some find the personalized approach a welcome change from typical product-driven advice.

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… 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 provide you with… 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 first step was to look… 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 Scotia Wealth… 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.