Angel One Network in Burlington is a member-based, not-for-profit organization for accredited investors who live, work, or have strong interests in Mississauga, Oakville, Burlington, Hamilton, and other parts of the Greater Toronto Area. The network aims to find quality companies for its members to consider and invest in, while also providing education and networking opportunities for both its investor members and the entrepreneurs who seek funding.Founded around 2011, Angel One is one of the leading angel groups in Canada. It provides a platform for its members to increase their exposure to ...


5500 North Service Rd.
If you are an accredited investor (check here: http://angelonenetwork.ca/investor-definition/), you are welcome to attend two investment meetings to meet our members and determine if this is for you.  Send an email to: karen.grant@angelonenetwork.ca to receive an invitation.

Build Wealth, Build a Better World. We can help you do both. Arnott-Wood Wealth Advisory Group, Raymond James, is a full-service brokerage firm based in downtown Burlington.As a Wealth Advisor and Associate Portfolio Manager, Ginny Arnott-Woodholds the Certified Financial Planner® designation, and brings more than twenty-five years’ experience helping clients plan for the future by creating financial plans and managing their wealth in order to reach their goals. Ginny spent the first 20 years of her career working with one of the big bank firms. In 2017 she moved her practice to Raymond James ...


We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact.


As a Portfolio Manager and Associate Investment Counsellor at BMO Private Wealth, I provide holistic and customized wealth management solutions to a select group of high-net-worth families. I have over six years of experience in the financial services industry.I work closely with a team of experts to deliver comprehensive wealth management services that address the unique needs and goals of each client. I am passionate about helping my clients to preserve, grow, and efficiently transfer their wealth, while ensuring their financial well-being and peace of mind.I am a CFA charter holder with a ...


50 Bay Street South
Free consultation and second opinion for Burlington Chamber of Commerce members. 

Syd switched his career to Wealth Management in 2015 because he saw the flaws in the Canadian system for wealth generation. He obtained the Certified Financial Planning designation in 2020 and built a practice that puts clients first. Syd's focus area is retirement and estate planing for high networth and medium size business owners.  Syd is passionate about financial education and loves his wife and two daughters.


1 Robert Speck Parkway

Working with a premier, boutique, referral only financial services company like Continuum II means you can breathe easy. We specialize in working with business owners, professionals, executives and retirees with investable assets of $100,000 and ensuring their Financial Planning, Investments and Insurance are all professionally and actively managed.And if you’re a business leader, you’re in good company. No other firm is more trusted than Continuum II for Employee Benefits.Our MissionWe help you achieve financial well-being today and tomorrow; working together towards making your dreams a ...


We work with families and small business to preserve, grow and protect wealth.Retirement, Estate and Legact strategiesInsurance 


3420 Rebecca St.

Securing long-term money, guaranteeing lifestyles and leveraging legacies for entrepreneurs.


Small business financing. Get cash for your business without adding debt! Convert your accounts receivable into cash! NO RISK financing.


We are constantly seeking value for our clients by delievering portfolios that a composite of both public & private assets that are backed with an investment framework.  We than strategize on their behalf through financial planning so they can reach their goals and live their best life.


1375 Kerns Rd Suite 200

By adopting a comprehensive business and personal planning approach, I assist business owner clients and their families make informed decisions about their future, wealth, and the legacy they leave behind.


Oakstone Wealth is client-focused wealth management company specializing in comprehensive financial planning, retirement income and tax strategies. 


We provide integrated financial planning, identifying your investment, retirement, insurance, and tax planning needs. With our help you can "Plan to Succeed".


3228 South Service Rd.

Helping clients build and protect wealth through two core areas of expertise: disciplined investment management and comprehensive wealth planning.


Wealth management, including investment advisory, estate and trust, financial planning, and private banking.


1005 Skyview Dr.

Exempt market dealer for Portland Investment Counsel.


833 Glenwood Ave.

Steve works with RBC Dominion Securities, helping clients create long-term personalized plans in addition to overseeing the portfolio design.


Over the years at Strong Private Wealth Raymond James, we’ve worked with clients in both Canada and the U.S. to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. Managing wealth with an eye toward the future with vigilance and skill in today’s global economy. We offer personalized services and guidance making a positive difference in our client’s financial goals.


5500 North Service Rd

Our team & our communitySun Life advisors have the expertise to understand your needs and show you how to fulfill them. Together, we’ll create a personalized plan to take you through all of life’s stages. A Sun Life advisor can:Help you balance what you want today with what you need tomorrow.Advise you on options you might not know about, andMonitor your progress and help you make adjustments as your life changes.We’re committed to making a difference in our community. We work to be responsible citizens by giving back to the communities in which we all live, work and do business. Become a ...


5420 North Service Road

The Leading Fractional CFO Services Firm in Canada & Globally Since 2001, The CFO Centre has been the #1 provider of high-calibre fractional CFO services for small business & medium-sized businesses with an affordable, permanent, part-time CFO model at a fraction of the cost of hiring a Chief Financial Officer with less experience, full-time.Small business support: Without paying recruitment fees, With no fixed retainer or costly cancellation fees, Flexible Time: scale time up or down depending on your needs, In-person at your office or remotevirtual CFOs. ...


22 Captain Francis Drive

Our mission is to help high net worth families make smart financial decisions to achieve their unique financial goals, while managing the complexities of their wealth through strategic portfolios, trusted stewardship and comprehensive planning.


775 Ashley Avenue