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West Capital Wealth Management, Ottawa
Established in May 2000, West Capital Wealth Management is comprised of a team of twelve independent financial advisors. Their diversity of experience and accreditations has created a vast pool of expertise and knowledge from which all of our clients benefit. |
Berkshire Group of Companies
Since 1986, clients of the Berkshire group of companies have entrusted us with the creation, maintenance, protection and distribution of wealth. Since 1986, we have been providing our financial planning professionals with the tools necessary to excel in this highly competitive market, allowing them to assist and guide their clients in the creation, maintenance, protection and distribution of wealth. |
Binks Insurance Brokers Limited, Ottawa
As one of the most progressive insurance brokerages in Canada, Binks offers an almost unparalleled combination of extensive industry contacts, in-house expertise, forward-thinking innovation and comprehensive personal service. People are the backbone of Binks. Our employees are leaders in their fields. They bring extensive product knowledge, broad industry education and a dedication to thoughtful and innovative solutions. Our customers are our prime focus. |
Bradley's Insurance, Stittsville
Bradley's Insurance has long prided itself on providing clients with a full range of insurance brokerage services, from home, farm and auto insurance to life and commercial insurance. Proud to represent the vast majority of Canada's largest insurance companies, Bradley's Insurance now serves thousands of clients throughout the Ottawa Valley, Eastern Ontario and Western Québec. |
Brophy Financial Planning, Ottawa
Brophy Financial Planning has a proven track record of providing sound financial planning advice to individuals and families in Ottawa and the surrounding area. We use over 35 years of experience to put ourselves in your shoes, to understand your goals, and how you feel about risk, to implement a strategy tailored to your needs. By utilizing programs that we have developed to walk you through Financial Planning, Wealth Preservation and Wealth Management, we will work together to help you retire in comfort and feel good about your future. |
Daniel Saikaley Investment Advisor - CIBC Wood Gundy, Ottawa
I provide comprehensive customized financial planning-based solutions to build and protect my clients’ wealth, and help them achieve their life-stage planning goals. Servicing the needs of clients takes special skills. To that end, I have made a conscious effort to build on my experience and designations of Chartered Accountant and tax specialist in the accounting industry, with financial and estate planning, investment advisory, and insurance knowledge. |
Future Financial Planning Group, Ottawa
Carl Eppstadt CLU, CH.F.C., CFP, C.H.F.S. specializes in: Financial, Retirement, Estate and Tax Planning. Mutual Funds, Insurance Products, RRSPs, RRIFs and Annuities. Carl has been providing independent financial strategies in the Ottawa area since 1978. |
Lanark Mutual Insurance Company, Perth
Lanark Mutual is a purely mutual, non profit, community based insurance company offering a broad range of Property, Auto & Liability insurance products to Ontario Consumers as well as specialized insurance for Farms. This means that you get insurance at cost and you have a say in how the company is run. Find out more about the Mutual Difference and how it benefits you! |
Ten Star Financial Services, Ottawa
Ten Star Financial Services is the trading name for six integrated financial service companies, with over 30 years serving Canadians. Ten Star has over 1000 contracted agents across Canada to serve you better! |
Tradex Management Inc, Ottawa
Tradex was founded in 1960 and is one of the oldest mutual fund companies in Canada. Currently, Tradex has over 3,700 investors and over $184 million under administration. Tradex is 100% investor owned and operates on an “at-cost” basis. That makes us unique among Canadian mutual fund institutions. Tradex is governed by a 10 member Board of Directors, 9 of whom are volunteer Directors who are completely independent of management. Becoming a Tradex investor is easy. |
World Financial Group, Ottawa
World Financial Group (WFG) is one of the few companies of its kind in the industry today – a company dedicated to serving the financial needs of individuals and families from all walks of life. World Financial Group's independent associates do not just work with clients who have large amounts of discretionary income – they work with everyday people to help them make critical financial decisions that help move them from where they are to where they want to be. |
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