Financial Services in Uptown, Waterloo, ON with website
Find accurate info on the best financial services in Uptown, Waterloo. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 13 out of 13
Showing results: 1 - 13 out of 13
Results from the 'Financial Services' category in Uptown, Waterloo
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70-74 King Street South, Waterloo, N2J 1N8
+1 519-747-8335
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
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129 Park Street, Waterloo, N2L 1Y4
(519) 340-1382
Financial Planner 
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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. 
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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 
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22 King Street South #300, Waterloo, N2J 1N8
(519) 886-1677
Dana MacRae | Licensed Insolvency Trustee is a financial consultant in Waterloo, ON. For many years, we have offered a wide range of services to manage bankruptcy, debt consolidation, garnishments, and much more. We take pride in the work we do and strive to offer our services at affordable rates. For a great service in Waterloo, ON, call on Dana MacRae | Licensed Insolvency Trustee. We provide the following services: - Alternatives to Bankruptcy - Filing for Bankruptcy - Consumer Proposal - Credit Counselling - Credit Management Services - How to Reduce Your Debt - Informal Debt Settlement - Letter To Creditors Take Control of Your Debt Rather Than Your Debt Controlling You! 
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7 Union Street East, Waterloo, N2J 1B5
519-579-5520
CLARKE STARKE & DIEGEL LLP have 5 partners and close to 20 staff providing a wealth of in-house knowledge. Please visit "Our Team” page for detailed partner and staff profiles. We have extensive contacts in the community to assist you in building a team of professional advisors for the services you need. Owner-managed businesses are the core of our practice – we specialize in meeting the tax, accounting and advisory needs of small to medium-sized businesses in Waterloo Region and surrounding areas. We provide tax planning and tax return preparation services to individuals and family groups. We are a firm where people stay for many years so there is always someone here who is familiar with you and your family. 
Clarke Starke & Diegel LLP is highly praised for their meticulous and knowledgeable tax and accounting services by numerous customers. Their team, including Scott Craig, Carolina Turner, Matt Ward, and Beth, are commended for their expertise, professionalism, empathy, and attentiveness. The firm is described as exceptional, top class, and superior, with services providing great value and strategic insights. Multiple customers have recommended them without reservation. 
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20 Erb St. W, Waterloo, N2L 1T2
(519) 578-6849
Investing Service, Investment Management Company, Financial Service, Investment service 
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59 Erb St E, Waterloo, N2J 1L7
(519) 579-7197
At Dominion Lending Centres, we understand that purchasing a home is one of life's most exciting endeavours, and is also a very comprehensive one. Canada's largest banks, credit unions, trust companies, and financial intuitions have teamed up with Dominion Lending Centres to offer you rates, products, and services that are only available through our mortgage professionals. For example, the Dominion Lending Centres mortgage product line has an array of home financing solutions that are only available to our mortgage professionals and their clients. 24 Dupont Street East, Waterloo, N2J 2G9
(519) 746-5200
financial consultants, Financial Planner 
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.) 
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 
20 Erb Street West, Waterloo, N2L 1T2
(519) 888-0537
Financial Planner