Betts Lynn - Upper Canada Funding Inc

Geraci Financial Group, led by Tony Geraci, has been a trusted name in the financial services industry for over 30 years, with nearly 25 years of experience operating his own practice. The firm is dedicated to providing independent financial advice tailored to meet the unique needs of clients, ensuring their business, family, and personal financial goals are protected. With a strong commitment to client satisfaction, Geraci Financial Group offers a wide range of services, including investment planning, insurance solutions, and estate planning. Tony's active involvement in the community and his extensive knowledge of the industry help him build long-term relationships with clients, prioritizing their needs above all else. Generated from the website

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.

Pension Specialists IPC Securities in Whitby, ON, prioritizes personalized financial guidance, offering tailored advice for pensions, retirement income, and estate planning. Led by experienced advisors Shelley Johnston and Michael Leonardelli, their client-centered approach ensures respect and flexibility to meet diverse needs and preferences. Emphasizing the importance of communication and engaged relationships, team members work to adapt financial strategies based on individual client circumstances and evolving life milestones. Through their commitment to delivering valuable insights, they aim to empower clients with confidence and peace of mind regarding their financial future. Generated from the website