Conseillers En Placements near Port Whitby ON (5602 Result(s))

Welcome to my home page on the world wide web. I am a representative of HollisWealth Advisory Services Inc., formerly Dundee Private Investors Inc., Regal Capital Planners Ltd. and Cartier Partners Financial Services Inc., in Southwestern, Ontario.

At Entrust Financial Credit Union we give banking a higher purpose by providing our members with opportunities to improve their finances. We were started by Christians, for Christians, to enable individuals to be better stewards with their finances by not only providing them with banking accounts that are competitive in the marketplace, but by also offering one-on-one budget coaching and seminars.

Founded in 1934 in Toronto, ON and locally owned and operated since 1985, D.I.S. Financial Group is a full service Financial Planning and Insurance Brokerage that focuses on building long-term relationships with our clients and industry partners.Located in one of Whitby's oldest heritage buildings – built in 1852 - our newly renovated space combines old and new characteristics, maintaining most of the architectural features of the original building. We are located in the downtown core just west of BrockStreet and north of Highway #2.We offer a full range of products and services focusing on both personal and business needs. Kris Barber, a partner in the brokerage with over 25 years experience, leads the Business Planning and Insurance side of the business, while Geoff Miller, also a partner with over 20 years of experience, leads the Personal Financial Planning and Insurance team.