3 Best Financial Services in London, ON

“Better Wealth Management spends time with you to ensure you truly appreciate the many financial tools you can use to shelter and nurture your investment portfolio. As financial advisors, they believe that the more you know and understand about effective financial planning, the better your chances are of attaining your financial goals. They know that your financial goals are not only important but also very personal. That's why they strive to help you maximize your investments to accomplish your goals and rest easy knowing you have secured the future of your dreams. Before they provide recommendations, they carefully consider your current needs and future goals and dreams to offer you a thoroughly strategic financial plan. This way, you can rest assured that your hard-earned money and financial future are secure.

“Bayswater Wealth Management offers a full-service, boutique wealth management experience, including in-house income tax preparation and life insurance services, ensuring clients receive comprehensive support tailored to their specific needs. Patrick Briscoe is the Financial Planner, Jessica Steuer is the Associate Financial Advisor, Taylor Vincent is the Administrative Assistant, and Anne Leeson is the Client Care Manager of Bayswater Wealth Management. The team has over 25 years of experience in providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Patrick Briscoe is a Certified Financial Planner (CFP), Certified Executor Advisor (CEA), and Responsible Investment Specialist (RIS). He also holds a Bachelor of Education (B.Ed) and is working toward the Trust and Estate Practitioner (TEP) designation. As a Responsible Investment Specialist, Patrick Briscoe helps clients who wish to integrate Environmental, Social, and Governance (ESG) factors into their investment strategies, aiming to achieve superior risk-adjusted returns while making a positive societal impact. Patrick Briscoe's expertise has been featured in the Globe and Mail, CityNews 680, Wealth Professional, CTV News, and Advisor.ca.

“Williams Financial Group is an independent Financial planner here to make your financial journey as unique as you are and as rewarding as you deserve. Jon Williams is the firm's portfolio manager. His main focus is to ensure your financial security and certainty, putting your goals, comfort, and understanding above everything else. He believes that communication is key, and he avoids technical jargon, providing you with a clear and simple picture for building a financial plan that suits your future. At Williams Financial Group, the team is committed to understanding your dreams, tailoring solutions to your specific goals, and ensuring you feel confident and secure every step of the way. Their clients are diligent, responsible individuals who want someone to do the heavy lifting when making investment decisions. Join them, and let's embark on this exciting journey together.