Find financial services in Burlington

The banks and captive advisors only offer their own brand of products as 'solutions' to your unique financial needs. Therefore, they must fit you into their box and will often make similar recommendations, whether you are 18, 48 or 80. For someone as individual as you are - you deserve a personalized financial plan, with strategies tailored to your

Metherell Financial has been helping families with insurance and investments planning since 1982, and we would love to help you too! We know life is busy and you don't have time to keep up to date on all the regulations, research the latest investments trends and understand all the tax implications so let us do that work for you! There are some things

At Imperial Lifestyle, we want to develop financial strategies that will help you achieve your vision, whatever that looks like. We work collaboratively to create a plan which incorporates your defined vision with a comprehensive strategy. The end result is a more satisfying and enjoyable lifestyle, free from the burden of dealing with complex financial

Green Benefits Group provides clear direction companies and employees require to achieve financial wellbeing and security. Green Benefits Group's approach is different and distinctive. Instead of offering a quick fix to your plan costs, we can improve your overall plan structure for consistent and sustainable savings year after year. The pension and

A typical response is - that is impossible. We get that but actually it is possible. We design custom fit retirement plans worth investigating. The plans are individualized and tailored to be a perfect fit for you and your family. You who has built your wealth from the ground up and doesn't want to see any more go to the tax man than absolutely necessary

We share a passion for assisting clients to look ahead, beyond where they can see and implement their own "Plan to Succeed". My business relationship with Priscilla extends beyond 20 years, first as an accountant and later as my financial advisor. The financial plan she prepared for me, gave me the confidence to know I can live in the present, pursue

Paul Barbour & Associates is a Burlington based, independent brokerage firm, representing the interests of corporate clients, professionals and individuals, while selecting and presenting only the choicest financial products and services offered by over 20 competing financial services companies. Well known as one of southern Ontario's top insurance

Customized equipment financing solutions for federal, municipal and not-for-profit entities. Whatever your organization's financial requirements, Key Equipment Finance has the expertise, products and services to develop a financing solution expressly for you. Our proven track record spans more than 47 years of serving a broad range of customers. Our

Providing clients with the integrated, independent financial advice they deserve in all aspects of wealth management. We believe in developing long term relationships, which allow us to understand not only your investment values, but also your life goals. Once we reach this understanding, we can help you create a wealth management plan that provides

Financial Planning Services provides independent financial advice and operated full service wealth management service that has resided in the Halton region since the 1970s. As a truly; personalized, investment firm we are committed to providing, families, the opportunity to share, plan and reach their financial goals, supporting you in living your best

The brokerage industry has been the subject of intense public scrutiny lately, and for good reason. Lack of performance, bloated cost structures, hidden fees, switching costs. The list goes on. These companies are working against their clients, not for them. You work hard for your money, so why turn around and give it away for free? At Santana Financial

We are just like you; individuals who have hopes, dreams and plans for the future. Our goal at Imperial is to help you set financial goals and give you the best tools and knowledge on the road to achieving those goals. We provide the methodology and expertise you need to make your financial future a success. And we do it with you, through innovation

At Parkgate we believe in taking the extra step to meet you where you are most comfortable. When you need to meet with us, we make the effort to come to you, whether it's at your workplace or in the comfort of your home. For years we have been recognized for the quality services that we deliver to our clients. Parkgate is committed to transparent and

Stephen Baines CPA, CPA offers a full range of tax and accounting services tailored specifically for its clients. The primary focus is to add value to a business, an individual's financial plan or the overall wealth of the family unit. We ensure everyone has a working financial plan in place which is designed to best meet the objectives of the client

Aldershot Financial Group is a registered trade name of Aligned Capital Partners Inc. (ACPI). Those words represent what we do: we simplify complex financial information and help you make smart decisions. It also represents our investment philosophy. Smart investing doesn't have to be complicated. Aldershot Financial Group of ACPI guides families through

As independent advisors, we have the freedom to work with a variety of companies, choosing the right products and concepts to best suit your needs. By working hard and carefully managing your money, you've set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what