Financial planner
Sort: Highest Rated
Cindy O'Donnell, Associate Advisor at The O'Donnell Group Insurance and Financial Solutions Inc.
10 Reviews
62 Commerce Park Dr A, Barrie, ON L4N 8W8
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Kevin Moniz Financial Advisor
39 Reviews
4 McLaughlin Rd S #10, Brampton, ON L6Y 3B2
Kevin Moniz Financial Advisor is here to help Canadians with insurance, investments and financial planning advice, to help them achieve their financial goals and dreams.
- Wheelchair-accessible parking lot
- LGBTQ+ friendly
- Transgender safe space
- Onsite services
- Online appointments
- Appointment required
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Ferfolia Insurance & Investment Inc
6 Reviews
401 St Paul Ave, Brantford, ON N3R 4N7
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Halton Wealth Management
7 Reviews
1001 Champlain Ave #300, Burlington, ON L7L 5Z4
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Wheelchair-accessible washroom
- Washroom
Up Financial Inc.
31 Reviews
396 11 Ave SW, Calgary, AB T2R 0C5
Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning.
- Wheelchair-accessible parking lot
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Arrival Financial Solutions | Sun Life
29 Reviews
132 Queen St, Chatham, ON N7M 2G6
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
- Onsite services
- Online appointments
- Appointment required
Services financiers Luc Blais
6 Reviews
500 Bd Gréber bureau 203, Gatineau, QC J8T 7W3
Services Financiers
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Appointment required
- Washroom
PEAK Investment Services Inc.
9 Reviews
1455 Ellis St #200, Kelowna, BC V1Y 2A3
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Wheelchair-accessible washroom
- Washroom
Kingston Financial Inc.
7 Reviews
Kingston Financial Inc, 623 Fortune Crescent #300, Kingston, ON K7P 0L5
Retirement Planning in Kingston, Ontario. Helping you have a better retirement. Financial Planning that prioritizes protecting you, your family, and your assets.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
JCMortgages.ca
364 Reviews
299 Manitou Dr A2, Kitchener, ON N2C 1L5
Your Mortgage Agent for Life! Partnering with JCMortgages.ca, we give you a clear, personal experience to reduce stress, save you time and offer financial confidence. Enjoy the benefits of 25 years of professional mortgage representation. Bypass confusion, high rates and hidden costs.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
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
BMO Bank of Montreal
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
23.10.2023
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.
Mustaqeem Chaudhry
23.10.2023
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!