Financial Consultants in McKenzie Marsh, Aurora, ON with e-mail
Find accurate info on the best financial consultants in McKenzie Marsh, Aurora. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 3 out of 3
Showing results: 1 - 3 out of 3
Results from the 'Financial Consultants' category in McKenzie Marsh, Aurora
Open now
14 Raiford St, Aurora, L4G 6J2
(647) 557-2509
Insurance broker, Financial Planner 
Open now
15449 Yonge St Unit 206, Aurora, L4G 1P3
(905) 727-4957
THE CO-OPERATORS GROUP LIMITED IS A CANADIAN INSURANCE CO-OPERATIVE FOUNDED IN 1945 BY FARMERS IN SASKATCHEWAN. THE COMPANY SERVICES INCLUDE: LIFE, BUSINESS, TRAVEL, HOME, FARM AND AUTO INSURANCE AS WELL AS INVESTMENTS AND ALSO OFFERS ONLINE SERVICES. THE COMPANY'S GOAL IS TO BE WHERE THE CUSTOMERS ARE AND TO OFFER THE PRODUCTS AND SERVICES THEY NEED. THEIR FINANCIAL ADVISORS HELP TO REACH THIS GOAL. TODAY THE CO-OPERATORS GROUP HAS BECOME A COMPANY WHICH HAS OVER A MILLION CLIENTS ACROSS THE COUNTRY. 
Closed now
2 ORCHARD HEIGHTS BLVD., UNIT #27, Aurora, L4G 3W3
(905) 713-3795
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.