Mike Butean

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

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.

Raelipskie Partnership, located in Waterloo, Ontario, operates under the name Rae & Lipskie Investment Counsel Inc. They offer a range of services including investment strategy, portfolio design and maintenance, financial planning, socially responsible investing, and investment account management. As private wealth managers, their team creates and oversees personalized portfolios consisting of stocks, bonds, and alternative investments tailored to meet clients' investment goals. With a client-first approach, they leverage their experience to ensure optimal outcomes for their clients. Registered with the Portfolio Management Association of Canada, Raelipskie Partnership adheres to strict professional standards, acting in their clients' best interests with a focus on care, honesty, and good faith. They provide independent portfolio management services, emphasizing alignment of interests with clients and earning compensation solely through investment management fees. Generated from the website content