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![Bluestone Financial Corporation - Financial Planning Consultants]()
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Planificateurs Financiers near Lincoln ON (44 Result(s))
For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart financial planning.
As expert Financial Advisors, and Certified Financial Planner® professionals, we specialize in creating investment portfolios designed to deliver a sustainable income for life. We help our clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy.
Whether you’re looking to optimize your retirement income, minimize taxes, or establish a robust estate plan, our team is here to guide you every step of the way.
We’re dedicated to helping you enjoy financial peace of mind and freedom; to secure wealth that enriches your well-being and happiness; and makes you truly rich.
New clients welcome!
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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.
200-20 Corporate Park Dr, St Catharines, ON L2S 3W2
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.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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.
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.
If you are looking for expert unbiased financial planning and money coaching, Niagara Region Money Coaches may be a perfect fit for you. We are a company dedicated to helping clients achieve their financial goals – with absolutely no product selling. Owner/Founder Trevor Van Nest, B.Comm.(Hons.), CFP® is passionate about helping people from every walk of life take control of their personal finances today to enable a comfortable financial future.
Bringing over 60 years of combined experience, our team provides the sound, reliable financial advice necessary to help you achieve financial independence and peace of mind.fancybox-imageOur clients know they can rely on:a defined, consistent approach to financial planning a committment to a long term relationshipa clear & transparent map to execute your financial planBut it all starts by defining your dreams. And once we've determined what financial independence means to you, we can begin putting our services to work and ensure you realize everything you hoped to in life!''To invest successfully over a lifetime does not require stratospheric IQ, unusual business insight, or inside information. What's needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.'' - Warren Buffet We sleep so much easier knowing that we've taken care of all the 'what-ifs' and seen how our future could unfold. Now, when the next thing comes up, we can call and just update our plan without having to start worrying again from the beginning
For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart financial planning.
As expert Financial Advisors, and Certified Financial Planner® professionals, we specialize in creating investment portfolios designed to deliver a sustainable income for life. We help our clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy.
Whether you’re looking to optimize your retirement income, minimize taxes, or establish a robust estate plan, our team is here to guide you every step of the way.
We’re dedicated to helping you enjoy financial peace of mind and freedom; to secure wealth that enriches your well-being and happiness; and makes you truly rich.
New clients welcome!
George has over 30 years experience in the financial services industry, and has attained the CFP designation which is the highest internationally recognized Financial Planning certification in our industry. In addition, George is also a Life Insurance Advisor which is important to the overall process to helping his clients achieve their financial goals and protect them.
George places a great value on his clients and truly believes in servicing his clients. As a life long resident in the Niagara Region, he is proud to call on his clients and service their needs. He looks forward to meeting with you and allowing him to take card of your financial goals.
For the past four decades, Bluestone Financial has helped clients in the Niagara Region and across Canada grow and protect their wealth, with sound investment strategies and smart financial planning.
As expert Financial Advisors, and Certified Financial Planner® professionals, we specialize in creating investment portfolios designed to deliver a sustainable income for life. We help our clients implement rich retirement plans, tax-efficient strategies, and estate plans that secure their legacy.
Whether you’re looking to optimize your retirement income, minimize taxes, or establish a robust estate plan, our team is here to guide you every step of the way.
We’re dedicated to helping you enjoy financial peace of mind and freedom; to secure wealth that enriches your well-being and happiness; and makes you truly rich.
New clients welcome!
Debbi Tonnies-Violette H. B. Comm, CFPCertified Financial Planner,Niagara Financial Partners Inc.Financial Advisor,Manulife Securities Investment Services Inc. A Certified Financial Planner with integrity, ethics and an eagerness to educate people where their finances are concerned from birth to death in order to enable people to enjoy life in between. Serving Welland, Thorold, St. Catharines, Niagara Falls and the rest of the Niagara Region A graduate of the McMaster University Michael G. DeGroote School of Business with an Honours Bachelor of Commerce degree. Someone who believes in providing her clients with objective advice and will lead them to their financial goals.Awarded the Tribunes Readers Choice Award for Best Financial Planner 2005 and 2006. Each year, readers of the Tribune are asked to vote on their Favorite People, Companies, and Services in the local area.Awarded the Business Link Niagara 40 under Forty Business Achievement Award in 2006. You need to contact Debbi Tonnies-Violette if you want to... Make your money work for you Take advantage of opportunities Finance your childrens education Protect your family Retire well now or in the future Pay off debt Assist your parents
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered