Regal Capital Planners

Gic & Associates is a trusted financial planning firm located in Burlington, Ontario. With a commitment to helping clients achieve their financial goals, they offer a range of services including investment management, retirement planning, and tax strategies. Their knowledgeable team provides personalized solutions tailored to each client's unique needs, ensuring a secure financial future. Generated from this place's information

Oakstone Wealth, located in Burlington, ON, is a financial services firm co-owned by experienced professionals Ray Kalvaitis and Leah Brouwers, both of whom hold the Certified Financial Planner designation. With a dedicated team that includes specialists in operations and client experience, Oakstone Wealth focuses on providing personalized financial solutions to help clients achieve their long-term goals. The team at Oakstone Wealth is committed to fostering strong relationships with clients, drawing on their extensive industry experience and a client-centered approach. Their diverse interests and backgrounds enrich the firm’s culture, creating a supportive environment that values individuality and continuous growth. Generated from the website

Metherell Financial is a Burlington-based financial services organization that has been providing tailored financial advice to individuals and families since 1982. Specializing in retirement planning, estate planning, and investment management, the firm aims to help clients realize their financial dreams while mitigating financial stress. With a focus on building long-term relationships, Metherell Financial offers personalized services that adapt to clients' unique situations and life changes. Their team of knowledgeable advisors is dedicated to guiding clients through the complexities of financial markets, government regulations, and tax implications to achieve their financial goals. Generated from the website