Investment Services in Uptown, Waterloo, ON

Closed now

20 Erb St. W, Suite 506, Waterloo, N2L 1T2

(519) 880-0888

... 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...

Canaccord Capital Corp.

80 KING ST S, Waterloo, N2J 1P5

(519) 886-1060

... 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...

National Bank Financial - Wealth Management

Closed now

85 Willis Way, Waterloo, N2J 0B9

(519) 742-9991

Wealth advisory services only - Not a bank branch - No ABM available

Edward Jones - Financial Advisor: Mary Friesen

Closed now

85 Willis Way, Waterloo, N2J 0B9

(519) 578-4141

Retirement Ready?Try Our Calculator and See!

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...

Edward Jones - Financial Advisor: David Friesen

Closed now

85 Willis Way, Waterloo, N2J 0B9

(226) 781-1413

Retirement Ready?Try Our Calculator and See!

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...

Edward Jones - Financial Advisor: Lisa Mabasa

Closed now

20 Erb Street W, Waterloo, N2L 1T2

(519) 725-8101

Retirement Ready?Try Our Calculator and See!

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...

RBC Royal Bank

Closed now

70-74 King Street South, Waterloo, N2J 1N8

+1 519-747-8335

.... 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.

Rae & Lipskie Investment Counsel

Closed now

20 Erb St W Suite 201, Waterloo, N2L 1T2

(519) 578-6849

... Investing Service, Investment service

RBC PH&N Investment Counsel Inc.

Closed now

95 King Street South, Waterloo, N2J 5A2

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...

Arbuckle J e Financial Services Incorporated

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 ... Investment Consultation & Advice, Investment service, management, planner, cfp, Accountant, family,...

Stacey Muirhead Capital Management Ltd.

Closed now

20 Erb Street West, Suite 1200, Waterloo, N2L 1T2

(519) 746-7040

... 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....

The RaeLipskie Partnership

Closed now

20 Erb St. W, Waterloo, N2L 1T2

(519) 578-6849

... Investing Service, Investment Management Company, Financial Service, Investment service

Frost Wealth Management - iA Private Wealth

Closed now

30 Dupont St E #101, Waterloo, N2J 2G9

(519) 741-8478

Richard Gramlow - Raymond James Ltd.

Open now

100 Regina Street South, Waterloo, N2J 4P9

+1 519-743-0028

... Financial Planner

RBC Dominion Securities Inc.

Closed now

95 King Street South, Waterloo, N2J 1P5

+1 519-747-8007

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...

Assante Financial Management Ltd.

Closed now

20 Erb Street West, Waterloo, N2L 1T2

(519) 746-1397

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...