Raymond James

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.

PWL Capital Inc is a financial advisory firm based in Waterloo, ON, specializing in wealth management and investment services for individuals and families. With a focus on long-term financial planning and evidence-based investing, PWL Capital Inc aims to help clients achieve their financial goals through personalized strategies and transparent advice. Generated from their business information

Griffioen Wealth Management in Waterloo, Ontario offers personalized wealth management strategies to help clients preserve and grow their assets for the long term. Their team of experienced advisors is dedicated to providing tailored financial guidance to high-achieving professionals, families, and businesses, with a focus on earning trust through diligent and thoughtful planning. Their comprehensive wealth management services include investment management, retirement planning, education planning, budgeting, debt reduction, insurance, estate planning, and support for small business owners. They also specialize in assisting those caring for dependents with special needs, ensuring that each client's unique financial situation is addressed with care and expertise. Griffioen Wealth Management emphasizes the importance of tax minimization strategies to help clients maximize their hard-earned income. By staying abreast of changing tax legislation and offering proven tax-efficient investment options, their team helps clients build wealth by reducing expenses and optimizing their financial resources. Generated from the website content