HSBC Bank

RBC Wealth Management in Waterloo, ON is a financial services firm that provides personalized investment advice and wealth management solutions to individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, RBC Wealth Management offers a range of services including investment planning, retirement planning, and estate planning. Generated from their business information

Katherine Wiltshire, Private Banker in Kitchener, ON, operates with a holistic approach to cater to clients' personal banking requirements. The team offers a diverse range of banking and credit solutions tailored to meet individual needs, supporting clients and their families through various life stages. Working closely with clients, Katherine identifies financial goals and engages TD Specialists to create and implement integrated wealth management solutions. The focus is on uncovering undiscovered financial goals and connecting clients with appropriate TD Specialists for tailored investment, estate planning, trust, and business succession planning needs. With a dedicated commitment to understanding each client's unique needs, Katherine Wiltshire emphasizes delivering personalized wealth management strategies that align with individual goals. The team ensures clients receive tailored, comprehensive solutions to build net worth, implement tax-efficient strategies, protect assets, and plan for a lasting legacy. Generated from the website content

Kindred Credit Union (Kindred) is a member-owned financial cooperative based in Kitchener, Ontario. Kindred's values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for people across Ontario who want to connect their values and faith with their finances...