Investment Companies & Services in Kanata, ON with e-mail, opening times, website
Find accurate info on the best investment companies in Kanata. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 10 out of 10
Showing results: 1 - 10 out of 10
Results from the 'Investment Companies & Services' category in Kanata
Closed now
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. 
Closed now
1285 Teron Road, Kanata, K2K 0J7
(613) 595-0861
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. 
Closed now
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. 
Closed now
505 March Road, Kanata, K2K 2M5
(613) 271-6614
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
1000 Innovation Dr, Suite 500, Kanata, K2K 3E7
(613) 729-0342
investing, investments funds, Financial Planner, Fund, Dealers, Security & Commodity Brokers, Mutual, Exchanges, Security Brokers & Dealers, Investments, Mutual Funds 
Closed now
505 March Road, Suite 250, Kanata, K2K 2M5
(613) 271-6694
The MacDonell Group has helped generations of Canadians achieve their financial goals. We are more than happy to meet with you to discuss your personal situation and how we can help you achieve your own financial goals. Give us a call to set up a meeting today. 
Closed now
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. 
Closed now
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. 
Closed now
505 March Road, Kanata, K2K 2M5
(613) 271-6620
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking. 
Closed now
120 Terence Matthews Crescent, Suite G2, Kanata, K2M 0J1
(613) 591-6661