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Financial Management is an Independent Financial Advisory Firm we specialize in making our clients life financially secure by planning, communicating and working together on it. Located in Toronto, Ontario, however we offer our services all over Canada. In today's world of technology we are able to bridge the gap of distance by offering our services in many different ways to our clients without compromising on our services.
Hello there! Thanks for dropping by. We're excited to introduce ourselves here on Bark and help you reach your financial goals. I'm William Green, but you can call me Bill. With over three decades of experience in financial and estate planning, I'm not just a Certified Financial Planner (CFP®) and a Financial Management Advisor (FMA); I'm also proud to hold the title of Chartered Investment Manager (CIM®).
Larson Squires Advisory Group, CIBC Wood Gundy is proud to serve clients nationwide. Michael Squires and his team believe strongly in simple processes: hard work, consistent communication, a relentless emphasis on quality, and ongoing stewardship. We love what we do and take pride in helping clients achieve their unique vision for your life and legacy.
Watson Investment Partners specializes in delivering a modern investment strategy with the tailored services of an investment boutique to individuals, families, and institutions. Our primary focus is the construction of well-diversified portfolios designed to enhance performance and provide downside protection in all market environments. True portfolio diversification is achieved through selecting and holding a variety of asset classes.
A financial professional since 1996, Stephen Cox has over two decades of experience guiding retirees and pre-retirees toward their financial goals through the ups and downs of the economy. The hallmark of his services is his personalized, comprehensive approach. "I emphasize personalized service," Steve says, "because everyone has different financial goals and is best served by strategies customized for his or her unique needs and core values.
As a financial security advisor, my main task is to create plans to help people reach their financial goals and dreams. I focus on safeguarding their assets, planning their estate, and building wealth through smart investments, ensuring they are well-prepared for retirement. Considering the risks in their financial journey, I make sure my clients can achieve their goals, no matter what challenges life brings.
A financial advisor who knows you by name, and wants to help you achieve your goals towards a work-optional life. Down the street, just across town, or a Zoom call away, Edward Jones offices are in your neighbourhood, ready to serve you – and the community. It's a personalized approach to investing and educating you financially over time, and it's what sets us apart. You'll work with me one-on-one, supported by a branch office administrator helping you every step of the way.
Based in Halifax, Nova Scotia, Worthy Financial’s team is dedicated to providing unbiased financial coaching and planning for all Canadians, regardless of bank account balance, location or goals. Online secure appointments are available to Canadians from coast to coast. By not offering investments, lending or bank accounts, Worthy can provide you with the advice you need to focus on your long-term goals and improve your financial well-being.
