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Financial Planners near Whitby ON (80 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.
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.
Let us give you a helping hand so that you can focus on what you do best and together we can build a successful company together. At BSS Financial and Consulting Inc, we offer free consultation so you can see how we can assist you further on your financial needs.
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.
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.
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.
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.
1615 Dundas St E, Whitby, ON L1N 2K9
Desjardins Financial Security helps more than 5 million Canadians prepare for the unexpected and plan a financially secure retirement. It offers customized combinations of life and health insurance coverage designed to provide protection from the financial repercussions of accidents, illness and death.
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