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...”

“My wife and i have used Desy,s tax service for a number of years and must say that we are more than pleased with the prompt professional way they completed our tax returns.”

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

“They will work for you with no bias or influence from big investment firms or the large banks.”

“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...”

“A Niagara Falls financial services company.”

“Whether you are just starting to learn about managing your finances or, as in our case, planning for retirement, Trevor's services are an absolute must.”

“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.”

“I use their services for my business extremely satisfied highly Recommended.”

“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!”