BMO Nesbitt Burns Inc

Gateway Tax and Financial Services, located in Cambridge, Ontario, has been providing peace-of-mind financial solutions since 1984. Led by Sherry McKenzie and her dedicated team, the firm specializes in personal income tax preparation, financial planning, and insurance analysis for individuals and families at all stages of life. With over 35 years of experience, Gateway prides itself on exceptional customer feedback and a commitment to client satisfaction. Through their tailored services, they aim to help clients navigate and improve their financial well-being effectively. Generated from the website

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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.