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

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Green Private Wealth Counsel in Woodstock, ON, is a team of certified financial planners and portfolio managers who specialize in wealth management practices. Contact us if you're planning to invest.

What do you really want?Security, Comfort, Peace of Mind, the ability to do what you want...To live in your Dream Home. To live & retire Debt Free. To start your own Business. To secure your Wealth...Anything is AchievableMy investments are secure. I can afford to send my children to college. I feel good about spending and saving my money. I can achieve my goals.The Answer is Team WorkDecisions, Promptness, Action and the Habit of Finishing that which One Begins.Stratford Financial Planning specializes in preparing financial & retirement strategies and implementing wealth management solutions for individuals and couples who desire a comfortable yet exciting retirement.If you want to take a new route and proactively plan for your financial future or if you feel overwhelmed and want to eliminate your financial anxiety, Stratford Financial Planning is for you.Client Access

"RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank. Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance. Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes. Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business. "

Orr Insurance Brokers Inc. has grown to be one of Stratford's largest and long standing providers of insurance products and risk management solutions for all your insurance needs. With a legacy of serving the needs of Stratford and area residents and still owned and operated by members of the Orr family, you know you can rely on our trademark of integrity, assistance and efficiency as you have for over 115 years. Our dedicated and professionally trained staffs are able to provide you with expert advice not only when purchasing your insurance, but more importantly in the event of a claim or mishap to ensure you get the protection and service you deserve. As an insurance broker representing over 20 insurance companies, we can ensure you get the right insurance product, with the right coverage at the right price.

Our experienced staff are available to give you feedback on your new business venture. Whether you are founding a start-up or growing your small or medium-sized enterprise, we’re here to help! If you have drafted a complete business plan, we can read the document confidentially and provide you with comments, meet with you to discuss strategy, and recommend next steps. This is a free service provided by the Community Futures Program in Perth County! We understand small businesses and the local marketplace. We are happy to provide advice over the phone or in person. Our professional advisers can provide feedback on:

Financial security planning is about more than planning for retirement or protecting yourself against risk it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financials planning process, which is based on the four cornerstones of financial security. It is a process designed to help you better understand what financial security means to you, Identifying and discussing any roadblocks to achieving your goals and analyse your situation.