Primerica

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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. With a commitment to providing personalized financial advice, Investia's advisors support clients through significant life events, ensuring their financial action plans evolve alongside their life circumstances. In addition to tailored investment solutions, Investia also emphasizes the importance of financial literacy through its podcasts and economic news updates, helping clients stay informed about the economy and financial markets. The company prioritizes robust technology and simplified processes to empower its advisors to focus on delivering exceptional client service. Generated from the website

Scotia Wealth Management in Beaconsfield, QC offers tailored wealth management solutions for individuals, families, business owners, professionals, executives, women, and institutional investors. Their team-based approach, known as Total Wealth, ensures a comprehensive consideration of clients' needs, encompassing financial counsel, wealth transfer strategies, and future planning. With a focus on Enriched Thinking®, Scotia Wealth Management specialists collaborate with clients to optimize their wealth management strategies in alignment with their evolving circumstances. Services range from investment management through ScotiaMcLeod® to wealth banking solutions like private banking, credit solutions, and estate planning through Scotiatrust®. Recognized for excellence in the industry, Scotia Wealth Management has received accolades at Global Finance’s Best Private Bank Awards three times. Clients can expect a high level of expertise and personalized service from the diverse range of financial services offered by Scotia Wealth Management, including insurance, financial planning, and international investment advisory services. Generated from the website content