Money Concepts

Independent Planning is a professional financial planning firm based in Stouffville, ON. They specialize in providing personalized financial advice and solutions to help clients achieve their long-term goals. With a focus on independence and integrity, Independent Planning offers a range of services including retirement planning, investment management, and estate planning. Their team of experienced advisors work closely with clients to create customized financial plans tailored to their individual needs. 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.