Global Financial Management

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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 commitment to building long-term relationships through high-quality service, Metherell Financial's advisors work closely with clients to create personalized financial plans that address their unique goals and needs. The firm emphasizes the importance of education and planning to help clients navigate the complexities of financial markets, government regulations, and taxation. Generated from the website

Imperial Wealth Management, located in Burlington, Ontario, specializes in developing comprehensive financial strategies tailored for individuals, particularly specialized medical professionals who may have limited time to manage their financial planning. Their approach emphasizes collaboration, allowing clients to articulate their visions and ultimately achieve a more satisfying lifestyle free from the complexities of financial issues. The firm is committed to guiding clients through all aspects of their lives with a suite of services that includes wealth management, financial planning, and accounting. With a focus on customized strategies, Imperial Wealth Management ensures that clients are equipped to meet their long-term lifestyle and financial goals. Generated from the website