Best Financial Advisors in Elmira, ON

“Got me a pension well done guys”

“Our clients understand that long-term wealth creation starts with financial goals. Those same goals become the building blocks for the creation of a financial plan that will allow them to create the wealth they need to live a dignified and independen...”

“Insurance products, including segregated fund policies, are offered through Pixel Financial Group Inc., and Sandra Radcliffe, Jacob William Radcliffe, Melissa Gardiner, Kevin O'Donnell, Karen Chisholm, Matt Schieck and Bret McLaughlin offer mutual fu...”

“He is trustworthy, reliable, personable, accommodating (meets us at our home in the evenings) and has always provided us with good advice and guidance as we've worked together to meet our financial needs at each stage of our family's lives.”

“Nicky has been a great educator in respect to my finances.”

“We also appreciate that we are not just another account with a big firm that gets lost in the void, but feel we have a good personal relationship with Darren and the team too, and that they are looking out for us.”

“She was so quick to get back to me whenever I reached out to her ( and it was a lot ) Honestly she made such a stressful and scary situation such an ease on us and I couldn't have found anyone better to help me during this process.”

“I value my regular financial updates which instill confidence that I am on track with my financial strategies and that I can continue to live a comfortable and enjoyable retirement.”

“My husband and I have been investment clients of Vancea Financial Group, specifically with Dino Ferrera, for many years now after leaving CIBC due to constant personnel switches.”

“Shabbir to discuss some of my accounting needs, and I found both gentlemen very professional, Knowledgeable and they answer all my questions extremely well, I would say we are lucky to have such a very knowledgeable and professional people in our co...”

“We are known to Sushil for many years and during the last 5 plus years we have been very impressed with competence not only with his skillful placement of our financial goals but also with the very professional approach.”

“I never enjoyed dealing with CRA (I know I'm not alone) and often struggled with anxiety around the bookkeeping component of my job but Gary has completely eased ALL my anxiety with his guidance, understanding and friendly persona!”

“Mason helped us start small to plan for our wedding, but has continued to help us set up the systems to looked beyond that to save for continuing education, career changes and so much more.”

“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”

“Juli knows what questions to ask, and listens with both her heart AND her expertise (both of which are huge) - and then somehow "lasers" in on the single most crucial next step towards steady, incremental growth.”

“He's aided my family in setting up our elderly mother's finances when she was no longer able to manage them, giving confidence that she can afford to live where she's comfortable and receives the care she requires.”

“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”

“If you are an existing client, you may have noticed that we are asking a lot more questions lately.In a world where you are encouragednotto share more of your personal information than possible, this can seem a little intrusive. Rest assured, this in...”

“The entire team at WhiteWater have been outstanding in meeting and exceeding our family's financial planning needs over the past 10 years.”