Preserve Financial Inc

Located in the vibrant city of Waterloo, ON, Octagon Financial Service stands out as a trusted hub for those seeking sound financial advice. Nestled in the heart of the community, this financial planner prides itself on offering personalized strategies tailored to each client's unique goals and aspirations. Whether you're a seasoned investor or just starting to navigate the complex world of finance, Octagon provides a welcoming environment where your financial well-being takes center stage. With a team of experienced professionals at the helm, Octagon Financial Service goes beyond mere number crunching. They prioritize building lasting relationships with their clients, fostering a sense of trust and reliability. By blending expertise with a deep understanding of individual needs, this financial planner in Waterloo, ON, ensures that every financial decision is made with clarity and confidence, guiding you towards a more secure financial future. Generated using this place's available information

With more than 75 offices across the country, MNP provides tailored expertise in tax, accounting and a wide range of business advisory services. MNP is there, wherever business takes you.

At Raymond James, we take a conservative, disciplined approach to managing clients' wealth, leveraging our strong platform to offer Canadians the best investment products, services, and advice.