Herod Financial Service

HGI & Co is a financial services firm located in Whitby, Ontario, dedicated to serving individuals, families, and businesses with tailored financial strategies. Their expertise encompasses retirement planning, estate planning, investment tax planning, and various insurance analyses, helping clients achieve their unique financial goals. Committed to providing personalized service, HGI & Co offers a range of investment products and financial resources, including GIC rates, health insurance, and travel insurance. The firm prides itself on its responsive client relations, aiming to ensure that inquiries are addressed promptly and effectively. Generated from the website

Located in the picturesque city of Peterborough, Ontario, HollisWealth Inc stands out as a trusted destination for individuals seeking sound financial advice and planning services. With a strategic position in this vibrant community, this financial planner embraces a client-centric approach, tailored to meet the diverse needs of its clientele. At HollisWealth Inc in Peterborough, Ontario, expertise and professionalism converge to offer a comprehensive suite of financial planning solutions. The team's dedication to empowering clients with informed decisions shines through, making it a go-to destination for those navigating the intricacies of financial management. Generated using this place's available information

iA Private Wealth, located in Peterborough, Ontario, is dedicated to supporting individuals, families, and business owners achieve their financial goals. With over $62 billion in assets under administration, iA Private Wealth offers tailored wealth management solutions through a network of 500 independent Investment Advisor teams. For high-conviction, actively managed investment solutions, iA Clarington, a part of the iA Wealth Group, manages over $22 billion in assets through diverse active strategies. Their offerings include mutual funds, portfolio solutions, Active ETF Series, and socially responsible investments. iA Capital Markets, another division of the iA Wealth Group, provides bespoke solutions for both institutions and retail advisors. Combining the personalized service of a boutique investment bank with the strength of one of Canada’s largest financial institutions, iA Capital Markets offers services such as equity and debt underwriting, M&A advisory, and global securities trading. Generated from the website content