David Cox - Financially Insync of Raymond James LTD

Wealthroots Inc is a financial services company based in Waterloo, ON, specializing in wealth management and investment solutions for individuals and businesses. With a focus on personalized financial planning and strategic investment strategies, Wealthroots Inc aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Baker Tilly is an independent member firm of Baker Tilly International, part of a global network of independent accountancy and business advisory firms, boasting significant worldwide revenue and a vast presence across multiple territories. With a commitment to building relationships and fostering growth, the firm offers essential advisory, audit, digital, and tax services to various industries, including consumer, financial services, and energy resources. The dedicated advisors at Baker Tilly focus on helping clients unlock opportunities and navigate challenges, ensuring they can concentrate on what matters most—growing their businesses. With tailored solutions ranging from bookkeeping to CFO services, Baker Tilly provides expert strategies and guidance tailored to each client's unique needs and goals. Generated from the website