Financial Consultants in West Shore, Pickering, ON
Find accurate info on the best financial consultants in West Shore, Pickering. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 1 out of 1
Showing results: 1 - 1 out of 1
Results from the 'Financial Consultants' category in West Shore, Pickering
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844 Breda Ave, Pickering, L1W 2K3
(289) 314-8784
Investment service, Financial Planner, Financial Service, Investing Service Nearby results from the Financial Consultants category
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1101 KINGSTON ROAD, SUITE 150, Pickering, L1V 1B5
(905) 420-3611
IPC Securities Corporation is one of the country’s fastest growing independent financial services organizations. Through our national network of related companies, our clients have access to a complete range of financial services – including convenient, competitively priced investments, savings, insurance, mortgages, tax and estate planning products. Behind each and every IPC Securities Corporation investment advisor is the strength and stability of its majority owners, IGM Financial Inc., (TSX:IGM) a subsidiary of Power Financial Corporation (TSX:PWF). IPC Securities Corporation is a member of Canadian Investor Protection Fund (CIPF). Today, IPC Securities Corporation and our Investment Advisors’ goals remain simple: To provide our clients, through our independence, with the very best in financial products, services and advice to help them achieve their financial goals and enjoy peace of mind. Open now
1101 KINGSTON ROAD, SUITE 150, Pickering, L1V 1B5
905 837 2600
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. 
Open now
1101 Kingston Road, Pickering, L1V 1B5
(905) 837-2600
At Matheis Financial Group we have been giving advice and guidance to businesses, families and individuals for 32 years. Leverage our knowledge and expertise when you experience that life changing event. Matheis Financial Group provides services in employer/employee benefit programs, financial planning and pension decisions, and human resource solutions. Our advisors will identify your financial priorities, take ownership of issues and providing solutions, and provides strategies to reach your goals. Call our Pickering office today. 
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1101 Kingston Rd, Suite 150, Pickering, L1V 1B5
(905) 837-2600
Financial Planner, Professional & Financial Services, Financial Planning 
1822 Whites Rd, Pickering, L1V 4M1
(905) 420-4579
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered 
14b-1822 Whites Rd N, Suite 137, Pickering, L1V 0B1
(647) 362-9648
Financial Planner 
345 Kingston Rd #204, Pickering, L1V 1A1
(905) 509-6500
Financial consultant 
Open now
345 Kingston Rd, Suite 108, Pickering, L1V 1A1
(905) 492-8111
Financial consultant 
1790 Liverpool Rd, Pickering, L1V 1V9
(905) 436-4097
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered 
1790 Liverpool Road, Pickering, L1V 1V9
(416) 463-5844
1790 Liverpool Rd, Pickering, L1V 1V9
(905) 420-5140
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
1790 Liverpool Rd, Pickering, L1V 1V9
(416) 944-5476
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered 
1790 Liverpool Rd, Pickering, L1V 1V9
(905) 427-2013
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
Open now
1315 Pickering Parkway, Pickering, L1V 7G5
+1 905-420-3430
Whatever your wealth needs, RBC Dominion Securities offers comprehensive investment management services and solutions to help you build, maximize, and preserve your wealth. Our Investment Advisors collaborate with financial specialists from RBC Wealth Management to develop personalized strategies that help you protect your wealth and achieve your financial goals. For Canadian residents only. Please direct all complaints to your Investment Advisor. 
Open now
1305 Pickering Pkwy, Suite 300, Pickering, L1V 3P2
(647) 407-7229
1792 LIVERPOOL ROAD, Pickering, L1V 1V9
(905) 420-2440
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. 
Open now
300 - 1465 Pickering Parkway, Pickering, L1V 7G7
905-831-3600
Disability insurance, Critical illness insurance, Individual life insurance, Benefits plans for small business, financial services, Financial Planner, dental insurance, Segregated fund policies