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Autres placements near Sims Locks ON (1376 Result(s))
QB Advisory Group provides expert financial advisory services tailored to empower businesses and individuals with strategic financial solutions and growth opportunities.
Cornerstone Capital Financial Group provides personalized financial planning services, including retirement, estate, and tax planning, aimed at empowering clients to achieve their financial goals and enhance their overall well-being.
Scotia Wealth Management is an innovative team-based approach to wealth management that
addresses the entirety of your life—your family, your business, your future—one facet
at a time. Together with your relationship manager, our Scotia Wealth Management specialists
bring their skills and expertise to the consideration of what you’ve accumulated—and how
best to administer it through life’s changes. From financial counsel on managing your wealth to
careful contemplation of how to transfer it to future generations, it’s your thinking combined
with our thinking, to create Enriched Thinking.
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.
Tom is a CERTIFIED FINANCIAL PLANNER professional with extensive experience in wealth management services and financial planning. He created Thomas Laube Wealth Advisory to provide busy professionals, business owners and individuals with personalized financial advice as they navigate through life's stages, such as marriage, divorce, retirement, business succession, job loss and career change.
Scotia Jarislowsky Fraser has served some of Canada’s most affluent individuals, families, businesses, and foundations for over 140 years, working together to deliver results on behalf of our clients. As part of Scotia Wealth Management, we harness the power of our best thinking and a disciplined process to help deliver provable, quantifiable results. We take the time and go deeper into the real issues and complexities of your wealth – to unlock your priorities, plan for opportunities and support you in making some of the important decisions for your family’s future.
With more than a decade of experience in the financial services industry, Ryan is a true believer in helping his clients achieve their life and financial goals. As a Senior Portfolio Manager with Scotia Jarislowsky Fraser, he is dedicated to developing and implementing integrated investment strategies as part of a total wealth approach, with the goal of capital growth and preservation.
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