financial consultant in Waterloo

Call our office at 519-746-1397 to book your consultation to make the most of your wealth management opportunities and to help achieve your financial goals

Assante advisors simplify the complex elements of wealth, providing you with complete financial advice to meet your life goals. Be well-advised.

We’re here to help for all life’s moments, no matter how big or small.

We’re here to help for all life’s moments, no matter how big or small.

Paul Huntley & Larry O'Hagan are independent financial advisors serving investors in the Waterloo,Ontario area.

It's never been more important to work with a financial advisor; someone who lives and breathes investments. Someone who can take all the loose ends and tie them together.

CIBC Wood Gundy is one of Canada's leading full-service investment management firms

RRSP | TFSA | LIRA | Corporate Savings | Insurance | Benefits

|

null

null

Sun Life Financial Canada offers financial planning, investment options, retirement savings, life insurance, health insurance, group benefits and more.

A diversified financial services firm, focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

null

Blair Financial Services provides Benefits Consulting, Wealth Management, Lifecycle/Personal Planning and Personal Planning. Our integrated solutions for Key Employee Coverage, Individual Insuran…