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By adopting a comprehensive business and personal planning approach, I assist business owner clients and their families make informed decisions about their future, wealth, and the legacy they leave behind. 

503 - 3027 Harvester Road

Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

1540 Cornwall Road, Suite 200

Campbell, Lee & Ross Investment Management Inc. is an independent private wealth management firm founded in 2000, serving discerning clients from the Toronto, Oakville and Burlington communities. Our firm provides portfolio management services to High Net-Worth (HNW) individuals and small/medium sized institutional clients. Each of the principals has an extensive background managing Equity and Fixed Income portfolios for large institutional clients. We are registered as Investment Counsellors in British Columbia, Alberta, Ontario, Manitoba, New Brunswick and Nova Scotia. We are accessible ...

1075 North Service Road W., Suite 200

With having a tenure of over a decade in wealth management, I provide an unparalleled experience for individuals, families and businesses searching for clarity and confidence in their financial journey. By understanding that wealth goes beyond the portfolio, we will implement a complete wealth solutions approach, which allows us to design a comprehensive strategy that connects your deep-rooted morals and values with investment management, retirement, estate and insurance, intergenerational wealth transfer and business transition planning. I offer objective, distinguished guidance that binds ...

277 Lakeshore Road East

We structure your wealth around your unique financial picture – your business, your income, your family, and your long-term objectives so financial decisions are clear and consistent as your situation evolves. With a focus in tax-efficient wealth management, we help business owners and professionals reduce lifetime taxes, optimize corporate and personal investment structures, and build long-term wealth.

95 St. Clair Avenue W

I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning. No Plan is the same.

2462 Appalachain Dr

Elevate Wealth Group, led by Ludmila Esmail, helps manufacturing business owners build, protect, and transition their wealth through coordinated financial strategies. From investment management and tax-efficient planning to retirement, succession, and legacy planning, we align your business and personal wealth to create lasting financial security for your family.

3455 North Service Road, Suite 300

At IG Wealth Management we deliver integrated financial planning that addresses all areas of your life. A tax-efficient plan built by our team of experts in portfolio construction, estate planning, philanthropy and business succession. We ask the tough questions, so nothing is missed, and deliver a comprehensive plan that captures your objectives, helps you seize opportunities and addresses challenges. We report your progress toward your goals so you always know where you stand and can have confidence that you're on the path to success... whatever success means to you Your family Take care of ...

1111 International Blvd

Thank you for coming to see what we are all about. We have been helping individuals and families to develop a vision for themselves and map out a plan to achieve their goals and dreams. We offer Insurance products, and multiple investment options to suit different needs and lifestyles.

1 Robert Speck Parkway

Lowell Douglas Limited provides audit and advisory services to financial institutions and their borrowing customers within the Asset Based Lending ("ABL") industry in Canada and the USA.  We understand that field audits and surveys in the ABL arena are specialized and centered on specific risk management objectives, and we work with our clients and their customers to ensure that audit and advisory results are complete, timely and accurate regardless of size or complexity. 

1375 Tinsmith Lane

As an Edward Jones advisor, I find it extremely rewarding to work with individuals to discover what's most important to them. Once we've identified their goals, we work together to construct well-thought-out solutions tailored to their unique situations. I then partner with them throughout their lifetimes to help them remain on track, regardless of what the market or future throws their way.

3420 Rebecca Street, Unit 22

PearTree Canada is the originator & leading provider of flow through share donations in Canada, and provides corporate financing, M&A solution for Canadian resource companies. We reduce the after-tax cost of giving for Major Gift donors, by using proven and innovative format to unite donors and their recipient charities to achieve their philanthropic goals. For more info, please visit our website at www.peartreecanada.com.

110 Eglinton Ave W, Suite 400

At RBC Dominion Securities, we are here to help you reach the financial goals you've been working toward. With a dedicated Investment Advisor, a personalized portfolio approach, and all the strength and resources of RBC, Canada's largest financial institution, we'll help you get there.

435 North Service Road West

We handle your money with care - as if it is our own. We understand it's more than just money; it's about achieving your goals, fulfilling your promises, and realizing your dreams. Our commonsense approach to preserving and growing capital means we can deliver a solid investment management experience. With well-developed capital market experience and high-quality independent research, we make sound investment decisions on our clients' behalf.

344 Lakeshore Road East

At Watson Investments, we believe wealth management isn't just about numbers on a piece of paper –it is your life. Which is exactly why our services combine thoughtful and personalized portfolio strategies with advice, coaching, and resource support geared to your financial goals.Whether it is your retirement, your children's education, or your well-being; Watson Investments is all about you and your successes!

220 Randall St.

Waverley Corporate Financial Services is licensed by the Ontario Securities Commission (OSC) as an Exempt Market Dealer and celebrated its tenth anniversary in 2022. I have been licensed with Waverley as a Dealing Representative for over seven years. At Waverley we help people reduce the volatility of their investment portfolios by investing in real estate-based businesses (ex: self storage, multifamily rental portfolios, mortgage portfolios) and real estate development projects (condos, town homes, self storage) as an alternative to the Stock Markets. My clients use Cash, RRSPs, TFSAs, LIRAs ...

1488 Jasmine Cres.