Financing Consultants near Trinity ON (453 Result(s))

IPC Securities in Burlington will help you get your investments and savings products in line with your financial needs. Whether you are looking to purchase a home, put away funds for education or retirement, or simply optimize your investments, we can recommend the correct services to suit your lifestyle. Please visit our website or contact us to arrange a consultation.

Welcome to Raposo Financial Services – A Division of John Raposo Insurance Agency Inc.Guiding clients to financial independence and protecting the future of their loved ones.Raposo Financial Services has been providing affordable insurance protection and financial services to clients in Cambridge, ON and the surrounding area for over 32 years. We understand the importance of having reliable financial planning services, and that is why our agents are here to help guide you through the steps to get the right coverage for your needs.We are a father/daughter team that understands the needs of our clients, and at Raposo Financial Services, you will work one-on-one with caring, knowledgeable advisers who will find you the appropriate protection. We offer a range of financial service options to suit your needs and believe that providing a friendly and welcoming environment is essential to customer satisfaction. We are proud to say that we are fluent in both English and Portuguese to better serve our community.For coverage you can trust and service with a smile, come to an agency that has your best interests in mind.

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.

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.