Oakhaven Wealth Advisors

Investment Strategies Inc, based in Barrie, Ontario, offers client-centric portfolio management and financial planning services as approved Portfolio Managers by the Ontario Securities Commission. Their experienced team focuses on understanding each client's unique business and financial goals to provide tailored investment strategies that aim to maximize returns and build wealth. Recognizing the complexities of financial decision-making, Investment Strategies Inc emphasizes the importance of a comprehensive approach, ensuring seamless communication and collaboration. They assist businesses in exploring various avenues for raising capital and navigating financial landscapes with expert guidance and support. Generated from the website

CIBC Wood Gundy, located in Barrie, Ontario, provides expert financial advice and exceptional service to its clients. Offering a range of financial planning services including investing, portfolio services, and wealth management, CIBC Wood Gundy aims to assist individuals in achieving their financial goals. With a focus on personalized solutions, CIBC Wood Gundy advisors help clients navigate various financial stages such as buying a home, family planning, and education planning. The company prides itself on its commitment to the community through charitable giving and supporting causes that matter to their clients. Generated from the website content

Walton Financial Group Inc. is a full-service financial planning firm located in Barrie, Ontario, dedicated to helping clients achieve their financial independence through a comprehensive range of services. With a team of experienced financial professionals boasting over 120 years of combined expertise, they focus on personalized strategies for investment, retirement, estate planning, and more. Specializing in integrated planning for individuals and businesses, Walton Financial Group emphasizes a client-first approach, ensuring that their advisors prioritize the interests of their clients without outside incentives. Their commitment to financial education and regular consultations empowers clients to navigate the complexities of wealth management confidently. Generated from the website