Conrad Toner - True North Retirement Counsel

Investment Planning Counsel in Peterborough, ON, offers personalized financial advice tailored to individual needs, ensuring clients receive the support necessary to navigate their wealth management journey. With a focus on flexibility and engagement, the firm meets clients on their terms, whether through one-on-one consultations or group video calls, adapting to their unique circumstances and preferences. The company emphasizes the importance of human-centered advice, believing that the right guidance can transform clients' financial futures. By providing a range of services, from specific goal planning to comprehensive wealth management, Investment Planning Counsel fosters engaged relationships that prioritize effective communication and ongoing support. Generated from the website

Worldsource Financial Management in Oshawa, ON is a reputable financial services firm providing a range of investment and wealth management solutions. With a focus on personalized client relationships, Worldsource Financial Management offers tailored financial planning strategies to help individuals and businesses achieve their financial goals. Generated from their business information

Yakub, Shafi Certified Gen Accountant is a team of chartered professional accountants, financial consultants, and tax professionals based in Ajax, Canada. Specializing in commercial bookkeeping, business analytics, tax preparation, and personal financial planning, they offer services ranging from portfolio management to tax preparation with a focus on building lasting relationships with their clients. With over 40 years of experience in accounting, bookkeeping, and tax preparation, Yakub, Shafi Certified Gen Accountant is dedicated to helping clients achieve their financial goals. Their team of ACCA and CPA certified accountants ensures that clients can focus on personal and professional growth with the peace of mind that their finances are in order and their records are crystal clear. Generated from their website