Best Financial Advisors in Bowmanville, ON

“Mutual funds, and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and regist...”

“Please, if you are considering refinancing your mortgage, buying a first home, investments, and so on, do not hesitate to contact Chad and his team at Harmer Wealth Management.”

“He takes the time to really know his clients which gives me and my family every confidence that not just our financial goals are well understood but also our comfort level.”

“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”

“Super friendly and worked around my schedule to get me the best return possible.”

“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”

“Excellent service and everyone is very responsive, which is very appreciated during tax time.”

“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”

“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”

“This is your guy!”

“He will guide you in the right direction based on your wants and needs.”

“Went to figure out what to do about investing my pension after my employers went out of business.”

“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”

“Conor is a young professional with a long, bright future ahead of him at IG Wealth Management. His commitment to excellent client service and high-quality financial planning are outshone only by his dedication to putting the needs of clients first. C...”

“Recommendation Our financial planning decisions are made after we conduct a thorough analysis of our client's financial status. Once this analysis is complete, discussed, and accepted, we move into the product recommendation phase, which is 100% gear...”