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Finances near Kitchener-Waterloo ON (637 Result(s))

Paul Duxbury and Associates is a fee only, fee for service, comprehensive, independent, financial planning firm. We are fully independent and objective because we do not sell any products. This means our only compensation is our disclosed fees. People use our services to help deal with financial changes; such as the sale of a business, inheritance, a career change, retirement, termination of employment, insurance or disability settlement, divorce or separation, death of a spouse or partner, or change in health. No matter what the life event or change, we help people understand the range of options and we help them navigate the various financial adjustments needed. Employers use our services to provide one-on-one sessions for employees nearing retirement and for actuarial services for small to mid-sized pension and benefit plans. We help people achieve personal and financial well-being and we help employers help employees be ready for retirement or other changes.
Certified Financial Planners, helping you secure your financial future. At Arete Financial we create customized plans to suit your specific needs.
We have had excellent service from Rav Badial! Between my husband and I we have met and worked with other financial planners but none as thorough as Rav. Thanks so much for your guidance and help to achieve our financial goals.Highly recommend! Read more
At Kevin Thatcher & Associates Ltd. we are dedicated to helping individuals regain control of their lives. Our debt counselors will work with you on a personal basis to find a solution.
Pradeep Bhandari, a seasoned Financial Planner at Keybase Financial Group in Cambridge, Ontario, brings over 21 years of expertise in serving clients across diverse industries. With a client-centric approach, Pradeep specializes in comprehensive financial planning, investment strategies, insurance needs, retirement planning, tax planning, estate planning, and income programs. His guiding principle is to achieve superior performance by crafting personalized portfolio strategies aligned with clients' goals and dreams. Pradeep emphasizes connecting with clients, respecting their needs, and protecting their wealth through reducing debt, taxes, and ensuring proper diversification. Clients can expect unbiased advice, access to specialist services, transparent reporting, and direct contact for a seamless financial journey towards achieving true wealth and financial freedom.
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