Investment Companies & Services in Uptown, Waterloo, ON
Find accurate info on the best investment companies 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 20
Showing results: 1 - 20 out of 20
Results from the 'Investment Companies & Services' 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. 
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 
Closed now
85 Willis Way, Waterloo, N2J 0B9
(519) 742-9991
Wealth advisory services only - Not a bank branch - No ABM available 
Closed now
85 Willis Way, Waterloo, N2J 0B9
(519) 578-4141
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
85 Willis Way, Waterloo, N2J 0B9
(226) 781-1413
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
20 Erb Street W, Waterloo, N2L 1T2
(519) 725-8101
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
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. 
Closed now
30 Dupont Street East, Waterloo, N2J 2G9
(519) 884-7087
ARBUCKLE Personal Wealth Strategies: Independent financial advice, family wealth planning, estate & tax advice. ARBUCKLE Personal Wealth Strategies: Independent financial advice, family wealth planning, estate & tax advice. 
Open now
80 King Street South, Suite 101, Waterloo, N2J 1P5
(519) 885-8042
Investment Management Company, Financial Planner 
Open now
100 Regina Street South, Waterloo, N2J 4P9
+1 519-743-0028
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
15 King St S, Waterloo, N2J 1N9
(519) 746-8530
Financial Planner 
Closed now
30 Dupont St E #101, Waterloo, N2J 2G9
(519) 741-8478
Closed now
95 King Street South, Waterloo, N2J 5A2
At RBC PH&N Investment Counsel, our Investment Counsellors are committed to simplifying your life so you can focus on what matters most to you. We offer a personalized approach to wealth management combined with professional expertise to free you from the daily details of managing your wealth. 
Closed now
20 Erb Street West, Suite 1200, Waterloo, N2L 1T2
(519) 746-7040
Stacey Muirhead Capital Management is a boutique investment firm founded in 1994 and headquartered in Waterloo, Ontario. We invest the capital that is entrusted to our care utilizing a global, value, multi-strategy investment approach. We strive to deliver superior absolute returns over the long term. We are committed to providing excellent client service with transparent and timely reporting as the cornerstone of our relationship. 
Closed now
150 Caroline St S #403, Waterloo, N2J 1R1
(519) 749-8893
Private equity firm, Financing Closed now
20 Erb St W Suite 201, Waterloo, N2L 1T2
(519) 578-6849
Investing Service, Investment service 
Closed now
20 Erb St. W, Waterloo, N2L 1T2
(519) 578-6849
Investing Service, Investment Management Company, Financial Service, Investment service 24 Dupont Street East, Waterloo, N2J 2G9
(519) 746-5200
financial consultants, Financial Planner