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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. 

503 - 3027 Harvester Road

Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

1464 Cornwall Road

Caldwell Securities Ltd. provides independent, personalized and innovative wealth management strategies, investment solutions and professional investment management for families, individuals, corporations, trusts and foundations.

1464 Cornwall Road

I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning. No Plan is the same.

2462 Appalachain Dr

Next to health and family, money can be the most important concern in life ? earning enough and keeping enough to live comfortably now and in retirement. It's a concern that is heightened by today's uncertain economic environment. At Howard, Barclay & Associates Ltd. we ease your anxiety about investing. Our portfolio managers help you to build equity over the long-term so that you can live and retire concern-free.

217 Speers Rd

Lowell Douglas Limited provides audit and advisory services to financial institutions and their borrowing customers within the Asset Based Lending ("ABL") industry in Canada and the USA.  We understand that field audits and surveys in the ABL arena are specialized and centered on specific risk management objectives, and we work with our clients and their customers to ensure that audit and advisory results are complete, timely and accurate regardless of size or complexity. 

1375 Tinsmith Lane

As an Edward Jones advisor, I find it extremely rewarding to work with individuals to discover what's most important to them. Once we've identified their goals, we work together to construct well-thought-out solutions tailored to their unique situations. I then partner with them throughout their lifetimes to help them remain on track, regardless of what the market or future throws their way.

3420 Rebecca Street, Unit 22

PearTree Canada is the originator & leading provider of flow through share donations in Canada, and provides corporate financing, M&A solution for Canadian resource companies. We reduce the after-tax cost of giving for Major Gift donors, by using proven and innovative format to unite donors and their recipient charities to achieve their philanthropic goals. For more info, please visit our website at www.peartreecanada.com.

110 Eglinton Ave W, Suite 400

At RBC Dominion Securities, we are here to help you reach the financial goals you've been working toward. With a dedicated Investment Advisor, a personalized portfolio approach, and all the strength and resources of RBC, Canada's largest financial institution, we'll help you get there.

435 North Service Road West

We work hard. We also enjoy life and the financial success that our hard work has earned us. We are looking for similar minded individuals who wish to enter into a trusted relationship with us. Together we will help you reach, and potentially exceed, your financial goals.

344 Lakeshore Road East

With over 2.0 million square feet under management throughout Southern Ontario, we're ready to manage your real estate. Commerical and condominium management.

1097 North Service Road East, Suite 200

Tach West Technologies develops advanced mobile tracking, asset management, and telemetry solutions for a wide range of industries across Canada including first responders, public works, utilities, and many more. We are the AVL partner of choice for fleet operators in the industries we serve, with a well established reputation for delivering leading edge solutions combined with a superior customer service experience.

1349 Sandhill Dr.

Tach West Technologies develops advanced mobile tracking, asset management, and telemetry solutions for a wide range of industries across Canada including first responders, public works, utilities, and many more. We are the AVL partner of choice for fleet operators in the industries we serve, with a well established reputation for delivering leading edge solutions combined with a superior customer service experience.

1349 Sandhill Dr.

At Watson Investments, we believe wealth management isn't just about numbers on a piece of paper –it is your life. Which is exactly why our services combine thoughtful and personalized portfolio strategies with advice, coaching, and resource support geared to your financial goals.Whether it is your retirement, your children's education, or your well-being; Watson Investments is all about you and your successes!

220 Randall St.

Waverley Corporate Financial Services is licensed by the Ontario Securities Commission (OSC) as an Exempt Market Dealer and celebrated its tenth anniversary in 2022. I have been licensed with Waverley as a Dealing Representative for over seven years. At Waverley we help people reduce the volatility of their investment portfolios by investing in real estate-based businesses (ex: self storage, multifamily rental portfolios, mortgage portfolios) and real estate development projects (condos, town homes, self storage) as an alternative to the Stock Markets. My clients use Cash, RRSPs, TFSAs, LIRAs ...

1488 Jasmine Cres.