Wealth Management

Exponent Investment Management
Business Genre (required):
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: 222 Somerset St W #402 Ottawa, ON K2P 2G3
Website Address: https://ex-ponent.com
Peters Wealth Management
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Our client relationships require mutual Like, Trust, and Belief, when designing your customized Quality Financial Plan. Taxation, transfer of wealth, estate planning are just a few of the barriers to achieving your dreams and leaving a lasting legacy. Our team will provide clarity where there is complexity, and present an easy to understand plan with built in solutions to your needs.

Business Phone Number: (587) 707-9553
Business Address: Elgin Way SE #268
Website Address: https://financialcare1.com/
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Toic Wealth Management
Business Genre (required):
Short Business Description: Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also
Long Business Description (required):

Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.

Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.

Business Phone Number: 2508699636
Business Address: 380 Pelissier St Apt 2504, Windsor, ON, N9A 0A5
Website Address: https://www.toicwealth.com
Randall Wealth Management Group
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Short Business Description: Randall Wealth Management Group
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We are a wealth management firm located in Long Beach, CA that specializes in creating retirement income plans for individuals close to or in retirement. We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs. Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan to help meet these personal retirement goals, along with any other needs that are present. Our vision is to help our clients achieve their financial goals through proper financial and investment management. It is our intention to develop a long-term and multi-generational committed relationship with all our clients.

Business Phone Number: (562) 256-7008
Business Address: 3780 Kilroy Airport Way Suite 200, Long Beach CA 90806
Experior Financial Group Inc.
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Short Business Description: Managing General Agency known as the fastest growing MGA in Canada. 1000+ licensed representatives. Ongoing training and support. Over 20 offices across Canada.
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Experior Financial Group is a Managing General Agency that is home to 1000+ licensed representatives. Our Associates provide Financial services including insurance products, investment services and more. We are known as the fastest growing MGA in Canada and have a unique Tribrid business model that works well for our brokerage.

Business Phone Number: 519 826 0770
Business Address: 660 Speedvale Ave. W
BlueRock Wealth Management
Business Genre (required):
Short Business Description: “Rethink the way you invest”
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It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.

With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.

At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.

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Business Phone Number: (705) 443-5599
Business Address: 115 Hurontario Street, Ste 201, Collingwood, Ontario, L9Y 2L9, CA
Website Address: http://bluerockwealth.ca
Wealth Management Canada
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Wealth Management Canada is a financial services platform connecting people with asset management firms, wealth management companies, investments counsellors, investment council firms, and wealth managers. Contact us today to learn more.

Business Phone Number: 1-800-964-0520
Business Address: 120 Adelaide Street West
Website Address: Website