Finances near Kitchener-Waterloo ON (636 Result(s))

A Reason. A Season. A LifetimeAt Brick Financial Group we believe that we are given the privilege of a trust based relationship that caries a duty of understanding, education and service to our clients.Using our experience, our knowledge, tools and specialists we work with clients to identify their goals, implement a financial plan to reach those goals and provide the management to stay on track.

Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building needed cash flow and translating the complex investment options into a simplified plan is why I will be a valued resource for you and your family.

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." As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

The Power of 3Our unwavering commitment to better serve you and help you meet your financial goals has brought us to an exciting new chapter – a partnership with Rajeev Kudsia, Cameron Leith and Paco Sanchez.Kudsia Leith Sanchez / Manulife Securities Incorporated are financial advisors offering a full financial planning services that helps people realize their dreams through smart financial planning. Our goal is to make financial planning work for you like it never has before through innovative and solution-focused thinking. 2nd Quarter Market Commentary 2014(July 2014) Summer is finally here! And the old stock trader adage of 'Sell in May and Go Away' did not materialize this year. Equity markets in fact enjoyed a slow and steady pace higher.Canadian stocks were the highlight of the developed markets with the S&P/TSX Composite Index gaining 6.4% in the second quarter and 12.9% for the first half of the year when factoring in dividends. Canadian stocks were helped along by the price of oil and its impact on the energy sector.

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.

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.

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.

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.