TD Financial Planner

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

IPC Securities Corporation, based in Pickering, ON, specializes in providing personalized financial and wealth management advice tailored to the unique needs of individuals and families across Canada. They emphasize the importance of human-centered communication and engagement, addressing clients' financial goals and milestones through a flexible approach that accommodates their preferences and schedules. The firm has recently expanded its national presence through the acquisition of De Thomas Wealth Management, enhancing their mission to be a premier destination for entrepreneurial advisors. With a focus on personalized service, IPC aims to turn financial conversations into meaningful discussions, fostering enduring client-advisor relationships through continual communication and strategic planning. Generated from the website

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.