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Finances near Exeter ON (532 Result(s))
"We help business owners, professionals and high net worth families build, preserve and transfer their wealth."
Mercer Private Counsel's experienced and trusted team of investment professionals take a holistic approach to the wealth management process, building partnerships with families and individuals, helping them to construct a customized strategy that meets their Investment Management, Retirement Income, Philanthropic and Intergenerational Wealth Transfer goals.
"Wealth is created over time, and in recognizing this, my approach is one of long term commitment to my clients, and to guiding them through all economic conditions, toward achieving their financial goals, by seeking out and presenting to them the very best investment opportunities available today.”
We have over 25+ years of experience in helping clients just like you. Partnering with Corporate and High Net Worth families to help them CREATE, MANAGE and TRANSFER their wealth is what we do.
PC Financial offers no annual fee credit cards, PC Optimum points & helpful tips to make your money go further. Learn more about our PC Financial Mastercard and explore the PC Optimum program today.
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.
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