BEST RATED » CALEDON ON » FINANCIAL SERVICES

3 Best Financial Services in Caledon, ON

Expert recommended Top 3 Financial Services in Caledon, ON. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

CALEDON HILLS PRIVATE WEALTH

21 Parr Boulevard, Unit #5, Bolton, Caledon, ON L7E 4G3 DIRECTIONS

Since 2011

Here’s The Deal:
Caledon Hills Private Wealth is a division of Industrial Alliance Securities Inc., which aims to be the most renowned and respected full-service wealth management firm in Caledon. Their specialized knowledge and expertise, combined with their impeccable customer service record, make clients confident and comfortable to the point that they want to share their experiences with friends and family. They take the time to help you understand the various vehicles you can use to secure and grow your investments. Their team enables you to identify financial and personal goals and objectives and clarify your financial and personal values and attitudes. The firm is located 13.33 miles from downtown Caledon, ON.

SPECIALTY:
Trusts, Tax, Financial, Estate and Legacy Planning, Retirement, Business, Asset Allocation, Portfolio and Insurance Analysis, Government Employee Benefits, Wills, Registered Retirement Savings Planning & Tax-Free Savings Account

[email protected]

caledonhillsprivatewealth.ca

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

ROBIN COOKE

10 Parr Boulevard, Suite#205, Caledon, ON L7E 4H1 DIRECTIONS

Since 2014

Here’s The Deal:
Robin loves her role because she helps families achieve their financial goals by listening to what’s important to them, creating personalized strategies and partnering with them to ensure they are on track. She is fully independent in providing advice and management tailored to each of her client's needs. Partnering with Edward Jones has allowed her to offer a full suite of investment products to her clients without the influence of fund incentives or limited products; she offers stocks, bonds, exchange-traded funds, mutual funds and GIC’s. Her team of experts can help with wealth management, financial planning, insurance needs, estate planning strategies, and tax minimization strategies. They work with their clients to limit your risk and help you achieve your goals. Contact them to request an appointment.

SPECIALTY:
EDWARD JONES – Wealth Management, Retirement Income and Retirement Savings Planning, Financial Estate and Legacy Planning, Business, Portfolio and Insurance Analysis, Registered Retirement Savings Planning & Tax-Free Savings Account

Request an Appointment

[email protected]

edwardjones.ca/ca-en/fina...

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

GERALDINE VIADO - TD FINANCIAL PLANNER

12684 Highway 50, Bolton, Caledon, ON L7E 1B9 DIRECTIONS

Since 2005

Here’s The Deal:
Geraldine Viado has over 14 years of experience in the financial services industry. She looks forward to exploring investment strategies and solutions with you to work together towards your unique financial goals. Geraldine Viado has been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. At TD Wealth Financial Planning they are committed to helping you build the confidence you need in your financial future. TD Financial Planner's ongoing process helps to keep the mix of assets. This company is located 13.33 miles from downtown Caledon, ON.

SPECIALTY:
Wealth, Tax and Credit Management, Education Funding, Retirement Planning, Business Succession Planning, Asset Allocation, Banking, Investment Strategies, Charitable Giving & Government Benefits

financialplanners.td.com/...

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