Investment Companies & Services in Kanata South, Kanata, ON with e-mail, opening times

Find accurate info on the best investment companies in Kanata South, Kanata. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Results from the 'Investment Companies & Services' category in Kanata South, Kanata

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130 Terence Matthews Crescent, Kanata, K2M 0J1

(613) 591-8165
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
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200 Katimavik Rd., Kanata, K2L 4A2

(613) 254-8625
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
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11 Scissons Road, Kanata, K2M 2X3

613-759-4444
Brendan has assisted clients with investment planning for more than 23 years. In 1987, he graduated from the University of Ottawa with a Bachelor of Arts, concentrating in Economics. In 1988, he began his career after obtaining his Canadian Investment Funds Course. He then started with the largest investment company in Canada. In 1993, he joined Financial Concept Group, which was one of the largest independent financial investment firms in Canada. While there, Brendan obtained his Canadian Securities Course and Registered Representative Course. In 2000, Brendan joined FundEX Investments Inc. Brendan’s training and experience have led to a focus on investment planning for retirement, needs assessment and superior mutual fund portfolio structuring.
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160 Terence Matthews Crescent, Unit A, Kanata, K2M 0J1

(613) 444-1055
Investing Service, Personal Wealth, Financial Planning, Financial Planner, Insurance Agent, Investment service, Retirement Planning
Aspire Wealth Group's financial consultants are highly knowledgeable, trustworthy, and provide exceptional customer service. They offer personalized approach, expert advice, and follow-up to help clients achieve their financial goals. Clients praise their attentiveness, responsiveness, and dedication, with some describing them as friends who go above and beyond in their roles.
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120 Terence Matthews Crescent, Suite G2, Kanata, K2M 0J1

(613) 591-6661

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