The William Douglas Group is a recognized leader in the wealth management community, providing comprehensive wealth management services since 1990. Our team of experts offers personalized financial planning and investment advice to help clients achieve their financial goals. Our services include financial planning, investment management, insurance, and group benefits. With a focus on independence, transparency, and exceptional customer service, we strive to deliver tailored solutions to our clients.

Sovereign Wealth Management is a private wealth financial planning firm specializing in business and succession planning, tax and estate planning, wealth trajectories, retirement planning, tax sheltered growth plans, and philanthropic giving. With a profound understanding of each client's needs and desires, Sovereign Wealth creates solid financial and estate plans customized to each client and their financial wellbeing. They build lifeboats and legacies with Business Owners, Executives, and Families. Their team delivers peace of mind and clarity, building trust that leads to natural solutions. With a passion for strengthening client relationships, Sovereign Wealth Management focuses on proactive and confidential service to cherished clients.

Metherell Financial is a financial services organization that has been helping families with insurance and investments planning since 1982. With over 35 years of experience, Metherell Financial offers personalized financial advice to individuals and their families. Our team of advisors specializes in retirement planning, estate planning, and estate settlement, as well as insurance and risk management, tax planning, and investment needs. We understand that every individual's financial situation is unique, and our services are tailored to meet the specific needs of our clients. Whether you're saving for a big purchase, planning for retirement, or simply seeking to mitigate financial stress, Metherell Financial is here to help.

Aldershot Financial Group is a financial advisory firm that helps individuals and families navigate their financial journey by providing personalized investment, tax, and estate planning services. Our approach is built on a foundation of trust, honesty, and expertise, ensuring that our clients achieve their financial goals. We believe that everyone deserves a simple and straightforward path to financial success. With over 30 years of experience, our dedicated team of professionals provides a personalized service to help clients make informed decisions about their money.

Philip Evenden, CFP provides comprehensive financial planning and insurance solutions for entrepreneurs and family-owned businesses. With over 30 years of experience, Philip specializes in creating customized plans to maximize wealth and minimize risk. His expertise includes business and family protection solutions, family business transition planning, and legacy and tax planning. Philip works closely with a team of experts to identify and address potential gaps in planning that could leave businesses and families at risk.

Lehr Financial Corporation is a comprehensive financial solutions provider offering a wide range of services, including life insurance, health insurance, travel insurance, retirement plans, and funeral expenses. With over 20 years of experience, Guillermo Lehr and his team are committed to helping clients achieve their financial goals and secure their future. From term life insurance to registered retirement savings plans, they provide personalized attention and expert advice to ensure peace of mind.

Portland Investment Counsel Inc. provides investment management services to individuals, families, and institutions, offering a range of private and alternative investment products and solutions. With a commitment to integrity, transparency, and creating value for clients, the company strives to make high-quality investments accessible to everyone.

Barnes & Farraway Financial is a boutique financial services firm offering personalized solutions for individuals, families, and businesses. With expertise in Capital Markets and Insurance Analysis, our team provides expert advice and unwavering support to help clients secure their financial future. Our comprehensive range of services includes mutual funds, exempt market products, exchange-traded funds, segregated funds, and guaranteed investment certificates.

Kettle Wealth Management is dedicated to helping high-net-worth individuals and business owners optimize their tax efficiency, create a predictable income stream in retirement, and protect their family's financial future. Through their unique pension plan strategy, clients can enjoy a tax-efficient cash flow over 25+ years, while leaving a legacy for their loved ones. With a focus on transparency, trust, and tailored solutions, Kettle Wealth Management is committed to helping clients achieve their financial goals and enjoy a secure retirement.

As independent advisors, Tru Financial Group provides comprehensive financial services, including retirement planning, insurance planning, estate planning, and financial advice to individuals, families, and business owners. With over 30 years of experience, their team offers expert guidance to help clients achieve their financial goals. From insurance products to succession planning, Tru Financial Group provides personalized solutions tailored to each client's unique needs.

Carte Wealth Management Inc. is a financial services company providing a comprehensive range of services, including investments, mortgages, insurance, and estate planning. With over 20 years of experience, our financial advisor, Jorge Vicente, helps clients achieve their financial goals and support their future needs. Our services include cash flow management, risk management, investment planning, and tax planning, providing clients with a personalized and unbiased approach. We invest time in understanding our clients' unique needs and create tailored solutions to minimize retirement risk and ensure financial security.

Today & Tomorrow Financial Planning Inc. is a comprehensive financial planning firm that provides a wide range of services, including financial analysis, custom portfolios, insurance needs, tax and estate planning, and more. Our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures. With a solid process and a commitment to community involvement, we strive to make a positive impact in the lives of our clients and the community we serve.

Stephen Baines CPA is a full-service accounting and tax firm providing personalized tax consulting and preparation services to individuals and businesses in Burlington, Ontario. With over 10 years of public accounting experience, our CPA firm offers tailored financial planning, tax minimization strategies, and accounting services to meet your objectives and expectations. Our team will take all of your objectives into account when determining recommendations for an effective strategy. We are dedicated to adding value to your business, financial plan, or family unit while maximizing profitability and minimizing risks.

Hamel Wealth Management Group is a wealth management firm that helps clients protect and grow their wealth. We believe in developing long-term relationships with our clients, understanding their investment values and life goals, and creating a customized wealth management plan to achieve their financial objectives. Our team of experienced professionals provides integrated financial advice and a range of services to meet our clients' financial needs.

Core Capital Group is a specialized provider of creative financing solutions, offering equipment financing, structured finance, and vendor finance services to help businesses achieve their goals. Our team of experienced commercial finance specialists works closely with clients to identify and deliver customized capital solutions that meet their unique needs. With over 200 years of combined experience, we have helped numerous businesses in the North American marketplace achieve their objectives. Whether your business requires flexible, competitive, and timely capital solutions, we are here to help you find the best way forward.

Santana Financial is a full-service financial services company that offers comprehensive financial planning, estate planning, retirement planning, and insurance products to help individuals achieve their financial goals. With over 20 years of experience, our team of experts provides personalized financial advice and customized solutions to meet the unique needs of each client. We strive to build long-term relationships with our clients, providing them with the guidance and support they need to achieve their financial aspirations.

At Farrell Financial, we provide comprehensive financial planning, investment management, and insurance services to individuals, professionals, and small business owners. Our team, led by Michael A. Farrell, CFP, CIM, helps clients achieve their financial goals through personalized financial planning, investment portfolio management, and risk management strategies. With a focus on retirement planning, we use point and figure charting to manage market risk and ensure sustainable long-term results. Our fee-based approach to asset management ensures that our clients' best interests are always at the forefront of our advice. Contact us today to start planning for your financial future.

North Shore Wealth Management is a financial services company that offers a wide range of investment products, including stocks, bonds, options, ETF's, mutual funds, and insurance solutions. With a team of experienced and well-educated advisors, the company helps individuals make informed and confident decisions about their financial futures.

Halton Wealth Management is a financial services firm that offers customized investment solutions, wealth management, retirement income planning, and financial planning to individuals nationwide. With over 25 years of experience, the company is rooted in Burlington, Ontario, and prides itself on providing a personalized approach to financial planning, with a focus on reducing fees and optimizing long-term investments. The team of skilled financial advisors takes the time to understand clients' aspirations and delivers tailored solutions that align with their needs and goals. From financial planning to investment management, Halton Wealth Management provides comprehensive services to help clients achieve a richer life.

Pearl Planning & Financial Solutions is a private, independent, financial planning practice that provides investment and insurance solutions tailored to fit your lifestyle. Our relationship with you is built on years of financial experience, taking the right steps to plan today, and protecting your family's future. We work with you to design a financial plan that meets your short-term and long-term goals. Our solutions fit your lifestyle today, so you can enjoy tomorrow.