Best Financial Advisors in Waterloo, ON

“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.”

“If you are an existing client, you may have noticed that we are asking a lot more questions lately.In a world where you are encouragednotto share more of your personal information than possible, this can seem a little intrusive. Rest assured, this in...”

“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.”

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

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

“Thanks for job”

“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...”

“I am confident she has brought forward all the information I need to make the best decisions for myself and family, and look forward to continuously having her in my corner.”

“Working with Mario at IPC helped put my finances into perspective and helped me improve my thinking about investing, reducing taxes and to help us focus where we should be, in the future..”

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

“He is very responsive to to my inquiries and I always feel as though my best interests are his biggest priority.”

“Brock is incredibly knowledgeable within the financial world.”

“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.”

“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 ...”

“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 ...”

“Raymond James Ltd. is a member of the Canadian Investment Regulatory Organization (CIRO) and of the Canadian Investor Protection Fund (CIPF). Customers' accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochu...”