Best Financial Advisors in Port Colborne, ON

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”

“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”

“He is very patient and willing to answer all the questions you may have.”

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”

“We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.”

“Full ServiceWe're the Chief Financial Officers for many of our clients' personal lives. They call on us with questions or to seek advice on everything from buying a car to investing for retirement to sending their kids to university. We co-ordinate t...”

“He analyzed our current portfolios and created new plans aligned with our risk profiles and that are substantially cheaper over the lifetime of our investments.”

“I got to work with Darren directly and he was able to meet me where I was at in terms of my prior knowledge and then taught me some really great strategies.”

“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”

“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”

“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”

“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”

“Very good”

“I've also referred him to some of my business clients who are greatly pleased with his level of service.”

“This team is very knowledgeable and attentive to service.”

“Steve takes his time explaining things and helps you work on your financial goals in small bites.”

“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”

“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”