Financial Services Directory

Retirement in View logo

Retirement in View

We are a fee-only financial planner based in Ottawa ON. We provide independent retirement, investment, tax, and financial advice on a flat fee basis. Planning for retirement can be overwhelming and confusing. Together we clarify your financial picture, so you can confidently plan for the best...

240 Catherine Street, Suite 201 Ottawa, ON K2P 2G8

| Financial Services |

Iceberg Finance logo

Iceberg Finance

Iceberg Finance offers alternative financing solutions for automobiles, insurance products, extended warranties and personal loans. Notre mission: Offrir des solutions de financement novatrices et flexibles adaptées aux besoins changeants et spécifiques des consommateurs et de nos partenaires...

2470 avenue Dalton Québec, QC G1P 3X1

| Financial Services |

Century Group Financial Solutions Inc logo

Century Group Financial Solutions Inc

With a promise to always listen and be responsive, at Century Group Financial Solutions Inc. we’re here to help navigate life’s challenges. We’re committed to you and our ongoing learning—to better support Clients. We are accessible when you need us, upfront and transparent, and will earn and...

508 Riverbend Drive, Suite 102 Kitchner ON N2K 3S2

| Financial Services |

Wagner, Livock & Associates Financial Services Inc. logo

Wagner, Livock & Associates Financial Services Inc.

Comprehensive range of asset management services and strategies designed to help you optimize your investments and meet your financial goals. Assess your personal and family tax situation and incorporate proven tax-minimization strategies into your financial plan and investment portfolios....

2-379 Queen Street South Kitchener, ON N2G 1W6

| Financial Services |

Borrow With Bonnie logo

Borrow With Bonnie

This is Bonnie Thorlakson from CIBC’s Mobile Mortgage team. I’ve been in senior finance for over 20 years and with that comes the knowledge and expertise to insure you get exactly what you need at the best rates possible to meet your specific needs and requirements. As a CIBC mortgage...

118 Red Sky Ct Kelowna BC V1V 3G4

| Financial Services | Mortgage Brokers |

Insurance Gully logo

Insurance Gully

Insurance Gully is a next-generation specialized insurance provider in Mississauga, Ontario. Insurance Gully provides special insurance services for Super Visa Insurance, Visitor Visa Insurance, Travel Visa Insurance, Student Visa Insurance, etc. Life's situations keep changing, so do the risks...

1185 Queensway east suite 7, Level 1, Mississauga, ON L4Y 0G4

| Financial Services |

Tohme Accounting logo

Tohme Accounting

Tohme provides all kinds of accounting, corporate tax filing, tax planning, and financial management services. With professionalism, accuracy, and credibility. Knowledgeable and experienced in Canadian and US taxes since 2011. I've been a Chartered Professional Accountant for years. Handle your...

Kindersley Ave, Mount Royal, Quebec H3P 2G3

| Financial Services |

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Camber Capital Private Wealth logo

Camber Capital Private Wealth

Calgary based independent financial advisors at Camber Co. provide personalized wealth management and financial services to individuals and families. Conventional financial advisors provide advice based on intuition and experience. At Camber, we know that by providing a scientific focus,...

333 7th Ave SW, Suite 1900 Calgary, AB T2P 2Z1

| Financial Services |

Donnell Insurance Brokers Ltd. logo

Donnell Insurance Brokers Ltd.

Products: Auto Insurance, Home Insurance, Condo Insurance, Boat Insurance, Recreational Vehicle Insurance, Home Based Business Insurance, Tenant Insurance, Life Insurance, Personal and Corporate Planning, Individual and Joint, Term Insurance, Permanent Insurance, Universal Life, Guaranteed...

3077 Mainway Drive Burlington, ON L7M 1A1

| Financial Services |

Sproule + Associates logo

Sproule + Associates

At Sproule + Associates, we are commited to providing our clients with quality, prompt professional service in obtaining their tax rebates and credits. We offer our clients highly personalized and confidential service - we do all of the work for you. In addition to helping families with their...

69 Ridge Dr Oakville, ON L6H 1B7

| Financial Services |

Peter B Mason Real Estate Lawyer logo

Peter B Mason Real Estate Lawyer

Peter B Mason is an Edmonton real estate lawyer specializing in residential and commercial law. Get in touch with us for your free consultation!

4918 Roper Rd NW #213 Edmonton, AB T6B 3T7

| Financial Services |

Mortgage Connection logo

Mortgage Connection

Mortgage Connection is here to help you with all your mortgage financing needs. Money matters require expertise, experience, and connections. We pride ourselves on finding solutions to whatever financial scenario you bring us.

1417 9 Ave SE Calgary, AB T2G 0T4

| Financial Services | Mortgage Brokers |

Schwartz Reliance Insurance & Registry Services logo

Schwartz Reliance Insurance & Registry Services

Schwartz Reliance Insurance is currently one the largest privately-owned independent general insurance brokerages in Alberta. Since 1927 we have evolved through a series of mergers and acquisitions, to become a company which currently employs over 30 individuals. Our mission is to provide our...

300 10 St S Lethbridge, AB T1J 2M6

| Financial Services |

Poupart Syndic Inc - Syndic à Montréal-Nord logo

Poupart Syndic Inc - Syndic à Montréal-Nord

Il est constamment à jour en ce qui concerne les changements législatifs les plus récents dans le domaine de l'insolvabilité, et est ainsi à même de vous donner l'heure juste, et cela d'une manière simple et facilement compréhensible; il saura trouver des solutions adaptées à votre...

6263, rue Maurice-Duplessis, #107, Montreal, QC H1G 1Y7

| Financial Services |

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Secure Life Insurance logo

Secure Life Insurance

Securelife Insurance Agency Inc. provides all aspects of general insurance for Life, Critical, Disability, Health and Dental, Travel and domestic requirements using only authorized Canadian-based insurers. Our success to date is based on providing high quality, personalized and professional...

2960 Drew Rd. Unit 151 Malton ON L4T 0A5

| Financial Services |

SRJ Chartered Accountants logo

SRJ Chartered Accountants

"SRJ Chartered Accountants is a CPA firm providing taxation, accounting and business advisory services. We are ranked as one Toronto’s top accounting firms, servicing clients across the country and worldwide. The firm is registered with the Certified Public Accountants of Ontario and is known...

330 Bay Street, Suite 1400, Toronto, ON M5H 2S8

| Financial Services |

BizTax Ltd. logo

BizTax Ltd.

We are tax accountants, bookkeepers and payroll specialists. We work with private corporations, professional corporations, the self-employed, independent contractors, securities & real estate investors, commission-based employees & entrepreneurs.

27A Hammersmith Avenue Toronto ON M4E 2W3

| Financial Services |

Ojala Financial Corp. logo

Ojala Financial Corp.

We assist clients with their business buying & selling decisions, and offer result-driven business advise and M & A Solutions. We create wealth for our clients by helping them make informed business decisions. We are experienced and knowledgeable business bankers, specializing in multi...

10 George St. N Brampton, Ontario L6X 1R2

| Financial Services |

CCV Insurance & Financial logo

CCV Insurance & Financial

CCV Insurance & Financial is one of the largest independently owned insurance brokers in Ontario serving clients for over 40 years. Our products and services are supported by a team of insurance professionals with extensive training and expertise dedicated solely to you – our clients. At...

32 Queen Street West Brampton, ON L6X 1A1

| Financial Services |

Brown & Associates Financial Services logo

Brown & Associates Financial Services

Welcome to Brown & Associates Financial Services! Our office has been proudly servicing clients in Windsor and Essex County since 1986. As a Certified Financial Planner, Dylan Brown and his team help you simplify the demands of managing your wealth in order to enable you to devote time to...

416 - 3200 Deziel Drive Windsor, ON N8W 5K8

| Financial Services |

Martin & Wright Insurance & Financial Services logo

Martin & Wright Insurance & Financial Services

Prepare for the unexpected with the trusted name of Martin & Wright Insurance and Financial Services. For over four decades we have provided clients with automobile, property, commercial and life insurance coverage along with expert financial services. Learn more about our services....

2160 Dunwin Drive Unit #6 Mississauga, ON L5L 5M8

| Financial Services |

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Central 1 Credit Union logo

Central 1 Credit Union

As the primary liquidity manager, payments processor and trade association for our member credit unions in B.C. and Ontario, we provide financial products, investment banking services, payment processing solutions and direct banking services, as well as leadership and advocacy on behalf of the...

2810 Matheson Boulevard E. Mississauga, ON L4W 4X7

| Financial Services |

Rexdale Financial logo

Rexdale Financial

Established since 1998 we have been providing financial services including line of credit, business loans, personal loans, commercial loans, second mortgage and other services depending on your financial needs. The founders of Rexdale Financial are seasoned professionals and access the best...

19 Woodbine Downs Blvd. Unit 201, Etobicoke, ON, M9W 6N5

| Financial Services |

UNISON INSURANCE & FINANCIAL SERVICES INC. logo

UNISON INSURANCE & FINANCIAL SERVICES INC.

As a Business Owner in today's complex environment, securing your business assets from the many threats to continuing profitability is a major challenge. Our team of specialists is dedicated to custom designing and servicing comprehensive insurance programs to meet your needs.

2077 Dundas Street East, Suite 103 Mississauga, ON

| Financial Services |

Bruce Petschke Edward D. Jones & Co., L.P. logo

Bruce Petschke Edward D. Jones & Co., L.P.

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you. We believe that building...

Mill Street North Unit 207 Brampton, ON L6X 1S9

| Financial Services |

Carleton Financial Services Inc. logo

Carleton Financial Services Inc.

Some of the most important decisions we make in life have to do with our wealth - how we'll create it, how to protect it, how to ensure it serves our families and how it protects future generations. All of these decisions have significant repercussions. But addressing the wealth and risk...

300-68 Chamberlain Avenue Ottawa, ON K1S 1V9

| Financial Services |

Ryan Lamontagne Inc. logo

Ryan Lamontagne Inc.

Ryan Lamontagne Inc. is Ottawa's largest fee-based financial planning firm. We specialize in comprehensive financial planning and wealth management. We provide a broad range of services including financial planning, investment advisory services, tax services, and financial education. Our...

1565 Carling Avenue, Suite 602 Ottawa, ON K1Z 8R1

| Financial Services |

Scrivens Insurance and investment solutions logo

Scrivens Insurance and investment solutions

Since our establishment in 1930, Scrivens Insurance & Investment Solutions have developed a reputation of integrity, stability and excellent service. Scrivens' extensive and growing client base over the past 80 years is representative of our sound management, professionalism and ability to...

270 MacLaren Street Ottawa, Ontario K2P 0M3

| Financial Services |

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Investia Financial Services logo

Investia Financial Services

Investia Financial Services is a mutual fund dealer that offers you a complete range of financial products. Our 1,800 licensed representatives across Canada place their expertise at your service to help make your retirement projects a reality. Our team of professionals take the time to find the...

400 Applewood Crescent Vaughan, ON L4K 0C3

| Financial Services |

Potvin Financial Services logo

Potvin Financial Services

We want our clients to do well for themselves and prosper. We will do everything we can and offer only the best solutions and opportunities to our clients to help them prosper over time. We meet regularly through the year with our clients to review their investments plans and make adjustments...

117 Centerpointe Drive, Suite 208 Ottawa, ON K2G 5X3

| Financial Services |

Financial Services Ltd. logo

Financial Services Ltd.

John Gibson, at that time a young executive working in the Personal Trust Department at the National Trust Company, saw a need for experienced, personalized attention to the settling of small estates. The large trust company, dealing in multi-millions, was not particularly interested in...

1250 Boul Rene-Levesque Ouest Bureau 2200 Montreal QC H3B 4W8

| Financial Services |

Luminus Financial logo

Luminus Financial

The original Starnews Credit Union was formed in 1951 by a group of employees from the Toronto Star. At that time, mortgages and personal loans were difficult for the average worker to obtain. The group decided to pool their money together and form a credit union that could provide banking...

1 Yonge Street Toronto, ON M5E 1E5

| Financial Services |

Laking Financial logo

Laking Financial

We are part of the Mortgage Intelligence National Broker Network. Laking Financial has become an award winning firm being recognized as a top producing mortgage broker in the Atlantic Region. We are able to handle mortgage applications from all across Canada. We are also an Accredited Business...

151 Brunswick St, Suite D Fredericton, NB E3B 1G7

| Financial Services |

Financial Horizons Group logo

Financial Horizons Group

Estate Financial Inc. was established in February of 1999 through the partnership of Andree McLean and Joe Daley. Together they have used their previous experience and training to form a brokerage operation that delivers customer satisfaction as the corner stone of doing business. Today, Estate...

112-22 Frederick Street, Kitchener, ON N2H 6M6

| Financial Services |

CDS Financial Group Inc. logo

CDS Financial Group Inc.

CDS Financial was Incorporated in 2010 with Gary Dunphy & Gregg Hunt as owners. Gary is a life member of the MDRT (Million Dollar Round Table) and Gregg brings many years of experience in the Insurance Industry. Owen Dickie joined CDS Financial in January 2014 as co-owner. We specialize in...

927 Prospect Street, Suite 201 Fredericton, NB E3B 2T7

| Financial Services |

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York Financial Services Inc. logo

York Financial Services Inc.

Founded in August 1995 by company president Alden Kaley, York Financial Services has grown into one of the premier life insurance, investment and estate planning firms in the city of Fredericton. Since 2008, we have been located in the historic Chestnut Complex at 440 York Street. Our brokers...

100 Woodside Lane Suite 204 Fredericton New Brunswick Canada E3C 2R9

| Financial Services |

Louisbourg Investments logo

Louisbourg Investments

Louisbourg Investments is one of the leading portfolio management and investment advisory firms in Atlantic Canada and is 100% owned by regional stakeholders. Founded in 1991, Louisbourg Investments has grown from humble beginnings to now managing over $2 billion in assets for clients across the...

1000-770 Main Street Moncton, NB E1C 1E7

| Financial Services |

LATIMER Financial Services logo

LATIMER Financial Services

Our mission is to deliver sound financial planning advice with integrity and expertise. For over 26 years, Latimer Financial Services has been listening to our clients, putting their unique needs first, and carefully matching people with the best products and services available. We take a...

820 – 363 Broadway Winnipeg, Manitoba R3C 3N9

| Financial Services |

Andrey Belskiy Maximum Financial Services Inc. logo

Andrey Belskiy Maximum Financial Services Inc.

Mortgage Brokers primary expertise is locating funding for mortgage financing. They know where the best rates can be found. What's more, they have the knowledge required to present a proposal for financing to lenders in the best way possible to successfully obtain mortgage financing.

193 Henlow Bay, Winnipeg, MB, R3Y1G4

| Financial Services |

SunLife logo

SunLife

Our advisors have the expertise to understand your needs and show you how to fulfill them. Together, we can create a personalized plan that addresses your goals for the future, and evolve that plan if your needs and situation change. We'll help you get the most out of it. We're building...

4940 - 51st Ave. # Red Deer, AB T4N 7C6

| Financial Services |

Agriculture Financial Services Corporation (AFSC) logo

Agriculture Financial Services Corporation (AFSC)

Agriculture Financial Services Corporation (AFSC) is a provincial crown corporation with a private sector Board of Directors that provides farmers, agribusinesses and other small businesses loans, crop insurance and farm income disaster assistance. AFSC has provided Alberta farmers with hail...

5718 - 56th Avenue Lacombe, AB T4L 1B1

| Financial Services |

Richmond Insurance/Financial Services Ltd logo

Richmond Insurance/Financial Services Ltd

Co-operatives like The Co-operators Group Limited connect their values to supporting the communities where they live and work. They are viable businesses that are more concerned with serving your needs than making money, and they look for ways to serve you better by creating ways for you to...

5255 Richmond Rd SW Unit 200 Calgary, AB

| Financial Services |

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WealthCo logo

WealthCo

WealthCo works with your personal network of advisors. With everyone working to a singular goal, your action plan will be met. At WealthCo, we understand that life impacts the achievement of your financial goals. Our in house expertise allows us to work collaboratively with you, your accountant...

#210, 200 Quarry Park Blvd SE Calgary, AB T2C 5E3

| Financial Services |

Western Financial Group logo

Western Financial Group

At Western Financial Group, we specialize in handcrafted insurance. Life doesn’t come in pre-set plans, so your insurance shouldn't either. As Western Canada's largest insurance brokerage, we take the time to ask the right questions to build the right insurance plan just for you. We create...

1010 - 24 Street SE High River, AB T1V 2A7

| Financial Services |

ARC Financial Corp. logo

ARC Financial Corp.

In our early years, we established an industry-leading investment research capability that we leveraged to build a highly successful corporate advisory practice. We also began to invest as principals and with partners in the equity of early-stage energy companies, and to acquire oil and gas...

4300, 400 - 3 Avenue SW Calgary, Alberta T2P 4H2

| Financial Services |

Acera Insurance logo

Acera Insurance

Prizm Financial has transitioned to become Acera Benefits. As one unified company, we are now one of Canada’s largest independent and employee-controlled brokerages providing Canadians and businesses with tailored insurance, group benefits and risk mitigation solutions. Founded in Calgary in...

#675, 340 12th Ave SW Calgary, AB

| Financial Services |

Godfrey Morrow Insurance logo

Godfrey Morrow Insurance

Whether planning for retirement, investing money or obtaining family protection, the choices can be daunting. How can you ensure that you are making the right choices and the best arrangements for your circumstances? No matter what your age, status, or situation, you’re capable of taking charge...

510, 708 11 Avenue SW Calgary, AB T2R 0E4

| Financial Services |

Industrial Alliance Insurance and Financial Services logo

Industrial Alliance Insurance and Financial Services

Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans,...

1080 Grande Allée West Quebec City, Quebec G1K 7M3

| Financial Services |

Peters & Co. Limited logo

Peters & Co. Limited

Peters & Co. Limited (Peters & Co.) is an independent, fully integrated investment dealer which has specialized for over 43 years in investments in the Canadian energy sector. Founded in 1971, Peters & Co. is a participating member of The Toronto Stock Exchange, the TSX Venture...

2300 Jamieson Place, 308 Fourth Avenue SW ,Calgary, Alberta T2P 0H7

| Financial Services |

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