Independent Planning

Money Concepts is a financial services firm based in Whitchurch-Stouffville, ON, specializing in providing personalized wealth management solutions to individuals and businesses. With a focus on comprehensive financial planning, Money Concepts offers a range of services including investment management, retirement planning, and insurance solutions tailored to meet the unique needs of each client. Generated from their business information

Alterna Savings & Credit Union, located in Whitchurch-Stouffville, ON, offers a comprehensive range of banking services, from personal accounts like chequing and savings to various mortgage options and investment products. With a commitment to prioritizing member financial well-being, they provide tailored advice, competitive rates, and innovative digital banking features that enhance the customer experience. The organization embraces a member-first approach, aiming to make banking accessible and transparent while fostering financial literacy through resources such as blogs and webinars. Currently preparing for a merger with Tandia, Alterna is dedicated to evolving its services to meet the diverse needs of the community it serves. Generated from the website

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.