Assante Capital Management Ltd

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Since 1975, we have excelled at providing integrated planning services for individuals and corporations. The Callery Group is a wholly owned Canadian insurance and financial planning organization. With our main office in Whitby, Ontario, we are perfectly poised to bring you the best of both worlds.

Investment Planning Counsel, located in Whitby, ON, offers personalized financial advice and wealth management solutions tailored to meet individual client needs. Their dedicated team, including experienced advisors Shelley Johnston and Michael Leonardelli, is committed to providing comprehensive support through all stages of personal and financial milestones. With an emphasis on human-centered advice, they prioritize client engagement and flexibility in communication, accommodating various preferences for consultations. The firm aims to empower clients, fostering confidence in their financial futures while respecting their unique life circumstances and goals. Generated from the website