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Conseillers En Planification Financiere near Niagara Falls ON (168 Result(s))

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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!
The leading provider of financial products and services - we serve every day Canadians that do not have access to products and services from traditional financial institutions. We offer the highest level of customer service and enable customers to transact through a national store and branch network of over 200 easyfinancial locations across Canada along with our online & mobile platforms.
The phone number for this merchant may have changed recently
Optimize Wealth Management (Optimize Inc.) is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty; persistence, teamwork, and excellence.
The phone number for this merchant may have changed recently
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!
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.
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