Edward Jones

Caldwell Securities Ltd., established in 1980, offers personalized and innovative wealth management strategies, investment solutions, and professional investment management services tailored for families, individuals, corporations, trusts, and foundations. As a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund, Caldwell Securities provides clients with an assurance of account protection within specified limits. The firm is committed to a client-centric approach, emphasizing the importance of financial literacy and investment success through creative ideas. Caldwell Securities invites prospective clients to engage in complimentary discovery sessions to explore how their wealth management strategies can be tailored to meet individual financial goals. Generated from the website

Manulife Securities in Niagara-on-the-Lake, ON, is a financial services firm that offers investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, Manulife Securities aims to help clients achieve their financial goals through a range of investment options and strategies. Generated from their business information

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.com/us-en/privacy