Financial Advisor

Paul Scheib – Sunlife Financial Advisor & Life Insurance
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As a sunlife financial advisor I pride myself on giving straight forward honest advise about investing and financial planning for the future.
I also help with life insurance and choosing the best plan for you, and your family that will keep you protected no matter what may happen in the future. This could cover you if an injury happens and you or your spouse can’t work, someone passes away and will help you stay financially afloat during that time.

I can meet you in my office in St Catharines or come to a location near you in St Catharines, Niagara, Niagara-On-The-Lake, Port Colbourne, Pelham, Lincoln and surrounding areas.

Business Email : Paul.Scheib@sunlife.com

Business Phone Number: (289) 438-1608
Business Address: 386 St Paul St Suite 203, St. Catharines, ON, L2R 3N2, Canada
Holliswealth Ancaster
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Holliswealth Ancaster specializes in customized financial planning and investing. There is no such thing as a one-size-fits-all strategy when it comes to financial planning. So when we work with you to create your financial plan, we always take into account your unique mix of investment, insurance, tax and estate requirements. This way we can work with you to create a financial plan that is custom made for you that will help you reach your financial goals.

Business Phone Number: 905-648-3588
Business Address: 134 Wilson Street West, Ancaster, Ontario L9G 1N3
Baskin Wealth Management
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Short Business Description: Baskin Wealth Management takes a disciplined team approach to managing your money and recognizes that each client has unique goals and attitudes towards risk.
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Our approach delivers made-to-measure wealth management strategies coupled with a superior client service experience. We believe that every generation of investor has a voice and should have direct access to the top people at our firm. We take the time, not only when you first become a client, but throughout the relationship to ensure we have an in-depth understanding of your complete financial situation. This takes into account your goals and attitudes towards risk as well as considering your tax, legal and estate requirements to ensure your portfolio continues to meet your needs.

Business Phone Number: 416-969-9540
Business Address: 95 St Clair Ave W, #900, Toronto, ON, M4V 1N6
Website Address: https://baskinwealth.com/
Exponent Investment Management
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Short Business Description: Exponent Investment Management Inc. is Ottawa’s largest fee-based financial advisor firm. Our certified financial advisors adopt a simple approach that focuses on designing financial services according to the need of our clients. We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future. Our services include financial planning, wealth management, investment management, portfolio review, individual pension plans and retirement planning/plans.
Long Business Description (required):

Exponent Investment Management Inc. is Ottawa’s largest fee-based financial advisor firm. Our certified financial advisors adopt a simple approach that focuses on designing financial services according to the need of our clients. We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future. Our services include financial planning, wealth management, investment management, portfolio review, individual pension plans and retirement planning/plans.

Contact Details:

Main Email: ryan@ex-ponent.com
Address: 180 Elgin Street, Suite 1302 Ottawa, ON K2P 2K3
Website: https://www.ex-ponent.com/
Facebook: https://www.facebook.com/exponentinvestmentmanagement/
LinkenIn: https://ca.linkedin.com/company/exponent-investment-management
Instagram: https://www.instagram.com/exponentim/

Business Phone Number: 613 747-2458
Business Address: 180 Elgin Street, Suite 1302 Ottawa, ON K2P 2K3
Website Address: https://www.ex-ponent.com/
Westgroup Financial Management Inc.
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Short Business Description: Financial Planning Consultants in South Surrey, BC
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Our passionate professionals, at Westgroup Financial, are helping families and businesses succeed in their financial goals. Our Team is highly committed to ensuring your success through a calculated strategy. We are experts in financial planning and specialize in finding the best solutions to meet your financial needs. We have built our business around integrity and honesty with a focus on changing your financial path for the better.

We provide services in the Province of British Columbia through our several offices in Vancouver, South Surrey, Langley and Greater Vancouver Area.

Business Phone Number: (604) 588-9688
Business Address: 160 Street,Suite #210 – 2411,South Surrey,BC V3Z 0C8
Exponent Investment Management
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Short Business Description: We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future.
Long Business Description (required):

We help business owners and professionals move from active business or professional income to retirement investment. Our turnkey personalized approach will enable you to plan, manage and implement your financial future. Our services include financial planning, investment management, portfolio review and individual pension plans.

Business Phone Number: (613) 747-2458
Business Address: 180 Elgin Street, Suite 1302 Ottawa, ON K2P 2K3
Website Address: https://ex-ponent.com
financial planner new York
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HELLO, I’M PETE and i am a financial advisor in New York .When you’re seeking consultation on your investment decisions, who do you consult? If you do not have someone who you confidently deliberate with, a personal financial advisor is your best option.
Putting your financial needs first is my top priority As your wealth management financial advisor New York, I will spend the time to understand your financial concerns and dreams Working together, we design a disciplined plan to help meet your financial needs.

Business Phone Number: (212) 660-7424
Business Address: 450 Seventh Ave. Suite 2600 New York, NY 10123
Business Fax: 212-660-7422