Conseillers en placements near Birds Creek ON (10 Result(s))

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.

Planning for your financial future should be a simple and straightforward task. Based in Haliburton, Assante Wealth Management will work with you to assess your unique financial situation and devise solutions that best suit your needs. Our services include tax-free saving account, investment and insurance solutions, cash management, mortgage referrals, discount brokerage, tax discounts and more. Visit our website to view informative resources, and call today to speak to one of our experienced financial advisers.