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I have used Magellan Wealth Management Inc. several times in the past and was very satisfied with my experience - Carlos is very knowledgeable, always in sync with what's going on in the industry and a pleasure to work with. They are upfront and honest in recommending certain types of products - and the process itself doesn't really take much effort - the paperwork is basically done for you (of course - you should still give it a good read) and guide you through everything from start to finish.
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Autres placements near Strathcona Hamilton ON (549 Result(s))
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Magellan Wealth Management Inc is a financial planning and mortgage brokerage (FSCO Lic 12787).
We take pride in being a premium supplier of diversified financial products and real estate investments.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.