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Financing Consultants near Kitchener ON (128 Result(s))
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building needed cash flow and translating the complex investment options into a simplified plan is why I will be a valued resource for you and your family.
It is not known whether the pictured clients approve or disapprove of OFS or the advisory services provided. The pictured clients were not chosen using any performance based criteria, but rather for their outstanding achievement in their personal sport.
Sherry McKenzie is a practising Financial Planner in Cambridge, ON. She has taken great pleasure in serving the community of Cambridge since 1984. Throughout those 25 years she has created sound financial plans that have stood the test of volatile markets, offering solutions to a vast array of financial dilemma's. Also, Sherry has procured the maximum tax refund for her clients, utilizing all credits and deductions available. To give a complete and diversified life plan she provides other products and services that are essential today, including Insurance, RSP's and Estate Planning.
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