Best Financial Advisors in Waterloo, ON

“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.”

“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”

“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.”

“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”

“Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team!”

“Overall, a very warm and friendly atmosphere!!!”

“Fantastic!”

“Thanks for job”

“He has provided my family with exceptional service for well over a decade now.”

“I have been a client for years now and they have been fast to respond & execute on anything I need done.”

“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”

“Brock is incredibly knowledgeable within the financial world.”

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

“Wonderful service!”

“Thanks Cowan Wilkin Financial.”

“Stephen and his team will provide you with solutions and strategies that will increase your investments and give you peace of mind.”

“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”

“Individualized service and support of our clientsare of paramount importanceto us. We offer custom-tailored financial solutions designed to meet your financial goals. Your objectives matter most. Whatever life event you are experiencing, we have seen...”

“Q Wealth is a partnership that is owned by its partners, including Arca Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Arca Financial Group. Note that individuals from Arca Financial Group will only provide ...”

“We are a dedicated team of diligent individuals who are devoted and concentrated on a singular objective: Safeguarding your future through comprehensive WEALTH MANAGEMENT, RETIREMENT, and ESTATE PLANNING strategies. Our goal is to develop a customize...”

“Your Worldsource Financial Management Inc. ("WFM"), mutual fund advisor maintains business interests that are separate and distinct from his/her WFM business activities. You will be provided complete information concerning these outside business inte...”

“The value of your investments and the income derived from them, can fall as well as increase. You may not get back the amount you invested. Capital at risk.”