Best Financial Advisors in Uxbridge, ON

“Tonia has deep roots and strong family values. Along with her husband Bob and their daughters, the Ferguson's are well known for their community involvement. Tonia grew up on a farm in Uxbridge and loves spending time outdoors. She recently dusted of...”

“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”

“We are well taken care of, and the service is on time, given with full accountability and respect to our wishes and we would recommend everyone to use them.”

“When I met him first for some advise on financial matters/investments, first he conducted a stress test on me rather than concentrating on investment, which I believe was a very good step of a financial advisor.”

“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.”

“I participated in the money mask session with Marlene and learned a lot about my self, my unconscious views about money and how to manage my finances to reach my personal goals.”

“He is always available and following up with any type of questions that we have, he has wealth of financial knowledge for any kind of inquiries that you may have!”

“I trust him with my next financial steps every time something changes in my life and he always has a detailed explanation to follow that I can actually understand.”

“Looking forward to greater financial planning in the future.”

“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).”

“Keeping ups organized and on track for payroll and tax qs well as a number of consulting projects!”

“Hugh is very friendly and well organized.”

“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...”

“I thought I had enough insight into my finances but after taking Paula's course she really helped me understand where my weakness' were and not feel badly about not knowing.”