IG Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Foundation Private Wealth Management (FPWM) in Ottawa, ON, focuses on establishing enduring relationships with clients throughout the financial planning process, promoting financial freedom and success together. As part of their comprehensive suite of services, they address a variety of financial needs, including wealth planning, insurance, and investment management. FPWM operates under the trade name of Aligned Capital Partners Inc. and emphasizes a commitment to integrity, ensuring that clients receive tailored advice suited to their unique circumstances while clarifying the distinction between securities-related and non-securities-related services. The organization aims to empower clients with the knowledge needed to navigate their financial journeys effectively. Generated from the website

D S Currey & Son Insurance Brokers, based in Ottawa, Ontario, offers a comprehensive range of personal and business insurance options, including life, critical illness, and travel insurance, as well as group health insurance solutions. In addition to insurance, they provide tailored investment strategies that align with individual and corporate financial goals, ensuring clients are supported through every stage of life. With over 70 years of experience, D S Currey & Son emphasizes a personalized approach, focusing on building relationships with clients to understand their unique needs and objectives. Their dedicated team works diligently to create and implement strategies that protect and grow clients' wealth while adapting to the ever-evolving financial landscape. Generated from the website