Best Financial Advisors in Orillia, ON

“His level of knowledge, service and attention to detail are top notch but what really sets him apart is the way that he makes you feel while working with him; valued, respected and significant.”

“Excellent personalized service.”

“Have been so pleased with the personal advice and attention given by Bruce Kathy and Donna to me.”

“Great experience, learned lots and appreciated the time that was taken to explain new information each meeting and help you with whatever financial needs you may have.”

“Trevor put ALOT of effort into my financial plan and insurance, listened to all of my concerns and really tailor made a plan that worked and explained it well.”

“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”

“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”

“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”

“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”

“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”

“Baffour has assisted me for nearly a year now and he is always, efficient, knowledge and responsive.”

“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”

“Great service very personable staff great expirience all around.”

“Since 1997, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? As a credentialed professional I would be glad to help.”

“My two daughters and I have had Accounting co On Line preparing our accounting, financial and income taxes for a number of years.”

“Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Simcoe Wealth is a trade name used for dealer business only. Insurance products and services are offered thro...”

“It's not easy to talk about estate planning; after all, who wants to think about what might happen when they're no longer here? It's also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. T...”

“With always an interest in the financial aspects of life, I went off to college to complete the accounting program. After many years being employed with local accounting firms, I branched out in 2007 to start ClearView Financial Solutions Inc. and be...”