Edward Jones

Gallivan Wealth Management, a division of RBC Dominion Securities Inc., specializes in strategic wealth management solutions tailored to the unique financial needs of high net worth individuals, business owners, and charitable organizations. The firm is accredited to offer investment advice, discretionary portfolio management, financial planning, and insurance solutions, all crafted in a tax-smart manner. The team at Gallivan Wealth Management includes experienced professionals such as senior portfolio managers, financial planners, and associates dedicated to integrating clients' life goals with their financial strategies. Their focus is on navigating the complexities of investment management to help clients achieve their aspirations through informed financial decision-making. Generated from the website

Assante Capital Management Ltd is a financial services firm based in Orillia, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Assante Capital Management Ltd aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information

Edward Jones is a trusted financial advisor located in Orillia ON specializing in personalized investment strategies and financial planning. The firm focuses on understanding each client's unique goals and crafting tailored solutions to help them achieve financial security. With a commitment to exceptional service and community involvement Edward Jones aims to empower clients to make informed financial decisions for a prosperous future. Generated from this place's information