Financial Planners near Fonthill ON (19 Result(s))

Queensbury is an independent, full service, wealth management firm established in 1987 by a group of seasoned financial planning and investment professionals. Our advisors have come from the banking, insurance, securities, trust and financial planning sectors. Our three divisions, Queensbury Strategies, Queensbury Securities and Queensbury Insurance Brokers provide our clients with a comprehensive, non-proprietary and customized service.

TMCA provides extensive knowledge of tax planning and preparation, financial statement preparation, and personal financial planning. We focus on meeting your objectives by providing sound financial and investment strategies and tax-savings advice.

With more than 30 years experience between us, we have the education, skills, and experience to help you, whatever your situation. Our clients are medical professionals, business owners, and families, and we have helped them face almost every situation you can imagine, so if you need a plan to get from here to there chances are we already know the route.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients. The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations - ones that meet both their needs and risk tolerance. We'll do the same for you. And we'll work hard to earn your trust.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients. The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you. And we'll work hard to earn your trust.

From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered

Capital Wealth provides individual investors and business owners with honesty, integrity, accountability and the piece of mind they expect from their trusted professionals.

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