3 Best Financial Services in Mississauga, ON

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

Mississauga financial service CI Assante Wealth Management
Mississauga financial service CI Assante Wealth Management
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CI ASSANTE WEALTH MANAGEMENT

350 Burnhamthorpe Road West, Suite 500,
Mississauga, ON L5B 3J1 Directions

Since 1991

Specialty:

Investment Solutions Retirement Planning Tax Planning and Preparation Estate Planning Insurance Advice Education Planning Philanthropy Financial Planning for Businesses

2025 Update: CI Assante Wealth Management helps individuals, families, and businesses across Canada meet their financial needs and goals. They are a team of financial advisors with over 100 years of collective experience in the financial services industry. Their clients are at the centre of their business and are supported by the exceptional investment management team and wealth planning resources available through their affiliates CI Multi-Asset Management and the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP. The team consists of 4 financial advisors, including Steven Ferguson, Rémy Pattynama, Jacqueline Ozdemir and Omar Leheta. CI Assante Wealth Management is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.

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Contact:

(905) 277-7933

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

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Mississauga financial service Longevity Achieved
Mississauga financial service Longevity Achieved
Mississauga financial service Longevity Achieved
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LONGEVITY ACHIEVED

5266 General Road, #15,
Mississauga, ON L4W 1Z7 Directions

Since 2019

Specialty:

Strategic Planning Professional Management Estate Planning Ongoing Support Financial Planning Investing Insurance

2025 Update: Longevity Achieved is a full-service advisory firm with financial planners, advisors, and insurance experts who provide high-quality financial advice. They help clients with investing, tax planning, estate strategies, insurance, and more. They offer thoughtful, one-on-one conversations, personalized advice, and a commitment to helping you feel fully supported every step of the way. Craig Ripley is the president, and Adrian Wellman is the CEO of Longevity Achieved. They offer secure virtual meetings, so you can access expert financial advice wherever you are.

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Contact:

(416) 904-3904

Mon-Sun: 9am - 9pm

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Mississauga financial service MS Wealth & Financial Services
Mississauga financial service MS Wealth & Financial Services
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MS WEALTH & FINANCIAL SERVICES

4255 Sherwoodtowne Boulevard, Suite 104E,
Mississauga, ON L4Z 1Y5 Directions

Since 2008

Specialty:

Finance and Retirement Planning Life and Disability Insurance Medicare Investment Management Group Benefits Tax Planning RESP Plans TFSA Investments RDSP Plans Retirement Plans

MS Wealth & Financial Services Inc. is an independent financial planning company founded by Mateusz Sak. Since 2008, he has been honing his skills and expanding his knowledge in investment, insurance, and tax planning, providing clients with tailored strategies for financial success. He believes in the power of building lasting relationships. His client-centric approach means that your financial journey is not just a transaction; it's a collaborative partnership. He works closely with you to understand your vision, concerns, and dreams, ensuring that every solution is tailored to your needs. In a world where one size rarely fits all, he takes pride in delivering bespoke solutions tailored to your unique financial landscape. Whether you are navigating the complexities of investment decisions, seeking robust insurance coverage, or planning for a secure retirement, Mateusz and his team are committed to creating personalized strategies that align with your goals and aspirations.

2025 Update: Mateusz Sak is a Retirement Income Specialist and Elder Planning Counsellor. He has an Insurance and Mutual Funds license.

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License #M22003749

Contact:

(905) 819-5342 (647) 280-9045

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

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