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Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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GIC Financial Services Inc. Invest with Integrity We have offices in Ancaster, Burlington, Dundas and Stoney Creek and have been serving these communities since 1979. As an independent company our selection isn't limited to a single bank or mutual fund company. GIC Financial Services Inc. has access to a comprehensive range of investment products from financial institutions across Canada. Built on the trust of conservative investors, our goal is to build lasting relationships through sound financial advice and unparalleled customer service.
We help people maximize their income and minimize their taxes, both now and during retirement. We specialize in estate transfers from one generation to another, while minimizing estate shrinkage due to legal, probate and executor fees along with income tax.
We also leverage our private wealth management expertise to provide business retirement solutions to plan sponsors of 401k, 403b, 457 and defined benefit plans. We pride ourselves on the trusted relationships we build with our clients. We focus on providing individualized attention and customized solutions to our clients' ever-changing financial situation. By becoming a fiduciary partner with our clients, we act as their ''Chief Financial Officer'', developing solutions for anything that impacts them financially. We measure our success by how well we help our clients live life on their own terms.Because we are held to a Fiduciary Standard, we continuously strive to build and grow the trust our clients have placed in us. Being objective and independent is extremely important to us. Our only source of financial compensation is our clients.