Stratagem Financial Svc

Investors Group Financial Services in Orillia, ON provides a range of financial services to individuals and businesses, including investment planning and wealth management. The company aims to help clients achieve their financial goals through personalized strategies and expert advice from their team of financial professionals. Generated from their business information

Kimberly Barron is an TD Account Manager specializing in Small Business banking in Orillia, ON, dedicated to assisting clients in navigating their unique banking needs. Through tailored services, products, and expert advice, she fosters strong relationships to help businesses achieve their individual goals and grow effectively. Offering a comprehensive suite of solutions, including business accounts, credit cards, cheque deposit options, and cash flow strategies, Kimberly is committed to empowering small businesses. Her expertise facilitates innovative strategies for expansion, ensuring clients can connect with new customers and explore fresh opportunities in a constantly evolving market. Generated from the website

Allison Matias is a Senior Financial Planner at TD Wealth in Orillia, ON, with over two decades of experience in the financial services industry. She specializes in building strong client relationships and helping individuals and businesses achieve their financial goals through comprehensive planning in areas such as retirement, tax, and estate planning. With a Bachelor of Commerce from Ryerson University and the CERTIFIED FINANCIAL PLANNER certification, Allison is dedicated to creating personalized financial strategies that adapt to her clients' evolving needs. Her approach emphasizes understanding clients' aspirations and providing ongoing support to ensure their financial plans remain aligned with their objectives. Generated from the website