Georgian Bay Financial

Rockwater Wealth Management, located in Orillia, ON, is dedicated to simplifying the retirement planning process through a goals-based approach and a commitment to building lifelong client relationships. With over 150 years of combined experience, their expert team of Certified Financial Planners focuses on understanding each client's unique financial needs to provide tailored services in retirement planning, estate management, tax planning, and risk mitigation. The firm emphasizes a resilient investment strategy that accounts for market volatility and economic fluctuations, ensuring clients' portfolios are aligned with their long-term financial goals. By leveraging their expertise, Rockwater Wealth Management guides clients through the complexities of financial markets, allowing them to focus on what matters most—living life to the fullest. Generated from the website

MD Financial Management in Barrie, ON, offers financial services to individuals and businesses seeking expert guidance in managing their assets and investments. With a team of experienced professionals, MD Financial Management provides tailored financial solutions to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Donsky & Donsky Wealth Management Inc. was founded to help HNW individuals, their families, successful entrepreneurs and incorporated professionals achieve optimal financial security. We are dedicated to provide our clients the solutions needed for the optimization and preservation of their legacy. Our team delivers results by maximizing income, minimizing tax and protecting assets through our tax effective and proprietary solutions, each tailored to clients' specific needs and financial objectives. As a results-driven organization, we are highly valued and trusted advisors, constantly working to provide tailored proven tax effective strategies to grow and secure your wealth while reducing risk. We have made a commitment to excellence in everything we do. That's why we aim to help you clarify and achieve your financial goals to live the life you desire!