Gic & Associates

Oakstone Wealth, located in Burlington, ON, is a financial services firm co-owned by experienced professionals Ray Kalvaitis and Leah Brouwers, both of whom hold the Certified Financial Planner designation. With a dedicated team that includes specialists in operations and client experience, Oakstone Wealth focuses on providing personalized financial solutions to help clients achieve their long-term goals. The team at Oakstone Wealth is committed to fostering strong relationships with clients, drawing on their extensive industry experience and a client-centered approach. Their diverse interests and backgrounds enrich the firm’s culture, creating a supportive environment that values individuality and continuous growth. Generated from the website

Regal Capital Planners is a financial planning firm based in Burlington, ON, offering personalized services to help individuals and businesses navigate their financial goals. With a focus on strategic wealth management and investment planning, Regal Capital Planners provides tailored solutions to assist clients in achieving their long-term financial objectives. Generated from their business information

Metherell Financial is a Burlington-based financial services organization that has been providing tailored financial advice to individuals and families since 1982. Specializing in retirement planning, estate planning, and investment management, the firm aims to help clients realize their financial dreams while mitigating financial stress. With a focus on building long-term relationships, Metherell Financial offers personalized services that adapt to clients' unique situations and life changes. Their team of knowledgeable advisors is dedicated to guiding clients through the complexities of financial markets, government regulations, and tax implications to achieve their financial goals. Generated from the website