Northstar Wealth Management

Wilmot Financial Services, located in Fergus, Ontario, is dedicated to providing comprehensive financial solutions tailored to individuals and families. With a focus on organizing, simplifying, and optimizing clients' financial lives, the firm offers services in insurance, investments, and customized financial planning. Founded by Del, who brings nearly three decades of experience in the financial services industry, Wilmot Financial Services emphasizes the importance of preparedness in the face of life's uncertainties. The firm collaborates with top-rated Canadian financial institutions to ensure clients receive unbiased advice and innovative solutions that align with their financial goals. Generated from the website

Investment Planning Counsel in Guelph, ON, offers personalized financial advice designed to meet the unique needs of individuals and families. Their approach emphasizes flexibility and engagement, ensuring clients receive tailored wealth management solutions that adapt to their changing circumstances and goals. With a focus on building strong relationships, Investment Planning Counsel provides a range of services from retirement planning to wealth transfer strategies. Their team of dedicated advisors is committed to helping clients navigate financial complexities while fostering open communication and trust throughout the planning process. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.