Financial planner
Sort: Highest Rated
Primerica
6 Reviews
625 Wabanaki Dr #4, Kitchener, ON N2C 2G3
- Wheelchair-accessible parking lot
- Washroom
iA Private Wealth - Rick Kowalchuk
6 Reviews
6596 Applecross Rd #103, Nanaimo, BC V9V 0A4
Rick Kowalchuk has over 30 years investment experience and provides his clients with customized investment plans, estate planning and insurance services.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Crawford Smith & Swallow
20 Reviews
43 Church St #400, St. Catharines, ON L2R 7E1
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Advantum Financial Solutions, Sun Life Financial advisors
23 Reviews
1676 Martin Dr Suite 210, Surrey, BC V4A 6E7
- Wheelchair-accessible parking lot
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Frontwater Capital Toronto
7 Reviews
1920 Yonge St Suite 200, Toronto, ON M4S 3E2
At Frontwater Capital, we provide personalized investment solutions designed by our expert team to help you reach your financial goals. Contact us today to get started!
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Mawer Investment Management Ltd.
7 Reviews
Centre 10, 517 10 Ave SW #600, Calgary, AB T2R 0A8
Privately owned, independent investment firm providing world-class investment management services to a broad range of institutional and individual clients.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Assante Financial Management Ltd.
6 Reviews
649 Scottsdale Dr, Guelph, ON N1G 4T7
CI Assante Wealth Management advisors simplify the financial planning process by providing you with strategies to grow your wealth and meet your financial goals.
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
Fred Zhou - TD Financial Planner
11 Reviews
500 Notre Dame Dr, Kamloops, BC V2C 6T6
I’m a trained and licensed TD Wealth Financial Planner in Kamloops. Together, we'll create a detailed Financial Plan. Contact me today.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
K. Jeske & Company Inc. - Chartered Professional Accountant
11 Reviews
6325 204 St, Langley, BC V2Y 3B3
K. Jeske & Company provides business accounting services, corporate tax preparation, and financial consulting in Langley, British Columbia.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Michelle Martin
23.10.2023
BMO Bank of Montreal
Again Angelo Papanikolaou and Gabriel Frances of came to my rescue to settle an imbroglio with their Head Office Customer service. They are the best representatives of Bank of Montreal, they offered me a proactive and intelligent service.I ma so grateful for their presence.
Elizabeth Mullen
23.10.2023
BMO Bank of Montreal
Horrible bank ( every week locked out of account randomly, input new password and I get you can't use your last password" )Call online support an they say there is nothing they can do ..I've been a customer for years. And I'm ready to move all my stuff out of there just to stop this.It just keeps happening."
Designer Inspired Clothes
23.10.2023
BMO Bank of Montreal
I honestly hate going into this bank as each and every time seems like a horrible experience dealing with the ladies here. More recently I had a very rude bank teller with long dark hair and glasses. This woman should not be in the industry of serving customers. Before I had a run-in with her I could see how she was treating and speaking with the customers ahead of me and it was bad. She has no business working at this bank or any other bank. Another experience like this and I will be moving my banking over to TD or Scotia.
Blonde54
23.10.2023
Ralph Zeidan Wealth Management | Manulife Securities
I have been dealing with Ralph Zeidan for about 2 years now and from day 1 he was very attentive to my questions and concerns. He is very proactive, professional and is always available when a question or concern comes up. Thank you Ralph!
Moe
23.10.2023
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This ridiculous place has a cash withdrawal limit of $3000 and the employees look at you like you are crazy if you are asking for anything more than 5k.
Deborah Murray
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Solutions Budget Plus
Very helpful
Jonathan Klein
23.10.2023
BMO Bank of Montreal
Always a great experience when I contact the reps at this location! Kelly Tessier has been our go to specialist as her people skills and care for her clients, always shines through!
colleen byker
23.10.2023
Crawford Smith & Swallow
Very awesome helpful people! Special thanks to Lyte, Carmen and Anne. Thanks for all your help.
Phil
23.10.2023
BMO Bank of Montreal
Really slow service.
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Taxvisors
In my last 2 years experience I found TaxVisors a team of qualified professionals for all my Tax & Accounting services (personal/business).I am continuing with them and recommend all to try once any service!