Financial Consultants in Uptown, Waterloo, ON with website
Find accurate info on the best financial consultants in Uptown, Waterloo. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 30
Showing results: 1 - 20 out of 30
Results from the 'Financial Consultants' category in Uptown, Waterloo
Closed now
20 Erb St. W, Suite 506, Waterloo, N2L 1T2
(519) 880-0888
When the first PWL Capital office opened in 1996, we wanted to offer Canadian families like yours a private wealth management boutique that went beyond any previous standards of integrity, objectivity and expertise. We created an innovative boutique that offers a personable and sophisticated approach that's completely centered on your goals. Since then, we have been extremely gratified to see so many of you discover how PWL Capital’s advisors provide integrated investment, tax, retirement and estate strategies that stand fast through difficult markets. Our time-tested academic investment principles ensure we never risk our clients’ long-term wealth on short-term investment fads. At PWL Capital, our focus is simple: we do what's right for you, each and every day. In return clients like you have rewarded us with more than a decade of trust, loyalty and respect. 
Closed now
150 Caroline Street South, Waterloo, N2J 1R1
+1 519-576-5220
BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025. 
Open now
100 Regina Street South, Waterloo, N2J 4P9
+1 519-743-0028
Financial Planner 
Closed now
129 Park Street, Waterloo, N2L 1Y4
(519) 340-1382
Financial Planner 
Closed now
95 King Street South, Waterloo, N2J 1P5
+1 519-747-8007
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. 
Closed now
20 Erb Street West, Waterloo, N2L 1T2
(519) 746-1397
Stephen Jones role is to provide wealth management services throughout the country with its professional advisors. The wellbeing of Canadian families and businesses is a vital aspect of our commitment. We have more than 900 well trained advisors in Canada. You can visit one of our offices in WATERLOO at 20 Erb Street West, Suite 802, N2L 1T2 
Closed now
20 Erb St. W, 4th Floor, Waterloo, N2L 1T2
(519) 942-0061
BMO Nesbitt Burns, Financial consultant, Burn, FINANCE, FINANCIAL MANAGEMENT SERVICES, Exchanges, Dealers, Security & Commodity Brokers 
Closed now
30 Dupont St E #101, Waterloo, N2J 2G9
(519) 741-8478
Closed now
22 King St S #300, Waterloo, N2J 1N8
(519) 279-6905
Financial Planner 
Closed now
20 Erb St W, Suite 1001, Waterloo, N2L 1T2
(519) 707-0048
94 Bridgeport Rd E, Waterloo, N2J 2J9
(519) 885-3171
planning, Consultant, Investment Consultation & Advice, Financial Planning Consultants 24 Dupont Street East, Waterloo, N2J 2G9
(519) 746-5200
financial consultants, Financial Planner 
80 King Street South, Waterloo, N2J 1P5
(519) 886-2360
financial services, financial consultants 
95 KING ST. SOUTH - 3RD FLOOR, Waterloo, N2J 5A2
(519) 747-1334
Rick Smerchinski, CA, CFP, CFA provides a full range of banking and investment services: financial planning, wealth planning, private banking, commercial banking, investment management, investment advisory, business planning, estate planning, trust planning, philanthropy and many more. Rick Smerchinski, CA, CFP, CFA is an organic part of Royal Bank of Canada that is the largest banking institute in the country and it's in the top ten rank world wide. You can find an office in Waterloo at 95 King St. South - 3rd Floor, N2J 5A2 or in other centres through the country. 
80 King Street South, Suite 201, Waterloo, N2J 1P5
519-886-2360
Protect your wealth with McEachnie Matthews Group Private Wealth Management, Waterloo financial advisors and financial planners that connect every aspect of your financial life. Smarter investments, careful planning and minimized taxes: we bring clarity to complexity so you can move forward with confidence. (Investors Group Financial Services Inc.) 
20 Erb St. W, Suite 901, Waterloo, N2L 1T2
(519) 884-4650
Financial Planner 
15 King St S, Waterloo, N2J 1N9
(519) 725-6724
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered 
80 KING ST S, Waterloo, N2J 1P5
(519) 886-1060
Canaccord Capital Inc is a leading independent full service investment dealer, publicly traded on both the Toronto Stock Exchange and the Alternative Investment Market, a market operated by the London Stock Exchange Canaccord has operations in two of the principal segments of the securities industry Private Client Services and Global Capital Markets Together, these operations offer a wide range of complementary investment products, brokerage services and investment banking services to Canaccord s retail, institutional and corporate clients Canaccord has approximately 1, 260 employees worldwide, including Investment Advisors located in 25 offices across Canada, and Global Capital Markets professionals based in Vancouver, Calgary, Toronto, Montreal, Chicago US and London UK