IG Wealth Management

Investment Planning Counsel in Orillia, ON, offers personalized financial advice tailored to individual needs, ensuring clients receive the support necessary to navigate their wealth management goals. With a focus on human-centered advice, they prioritize building engaged relationships and adapting plans based on clients' preferences and life changes. The firm emphasizes flexibility in service delivery, accommodating clients through various communication channels, whether in-person or online. Their commitment to understanding clients' unique situations allows for comprehensive planning, from retirement strategies to wealth transfer, fostering confidence in financial decision-making. Generated from the website

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

Otera Capital Inc is a financial services company based in Toronto, ON. Specializing in real estate financing, the firm provides a range of lending solutions to support commercial and residential projects. With a focus on strategic investments and risk management, Otera Capital Inc works closely with clients to tailor financial packages that meet their specific needs. The company's experienced team brings a wealth of industry knowledge to deliver reliable and flexible financing options. Generated from their business information