Wilkinson Burn & Geoff Financial Planning

iA Private Wealth is a financial services firm based in Guelph, ON, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, iA Private Wealth aims to help clients achieve their financial goals through tailored strategies and expert guidance. Generated from their business information

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products designed to meet diverse savings and retirement needs. The company is dedicated to providing clients with tailored financial advice and innovative tools to help them navigate important life events and achieve their financial goals. With a strong focus on personalized service, Investia features experienced advisors who assist clients in various areas, including home buying, retirement planning, and starting a business. By leveraging advanced technology and simplified processes, Investia ensures advisors can prioritize their clients' needs effectively. Generated from the website

Sentry Group, located in Guelph, ON, offers a comprehensive suite of financial services tailored for individuals, small businesses, and corporations. With a collaborative team of licensed professionals, they focus on wealth management, estate planning, tax services, and mortgage solutions, ensuring a holistic approach to meet their clients' diverse financial goals. With over 20 years of experience, Sentry Group emphasizes the importance of protecting and growing wealth through strategic planning and innovative financial solutions. Their commitment to community engagement is evident through initiatives like the G2G Rail Trail and partnerships with local charitable organizations. Generated from the website