3 Best Financial Services in Newmarket, ON

“Green Group-IG Private Wealth Management is a team of financial professionals committed to guiding affluent Canadians toward their financial goals. Their clients are accomplished professionals and tradespeople who have accumulated assets. They have spent years perfecting their approach and understand the importance of working with experts in their field. Clients trust them to help build and protect their wealth across generations. With over 100 combined years of experience, their team will inspire confidence in your future as they design strategies tailored to your unique needs and your family’s evolving financial situation. Whether you are planning for retirement, facing increasingly complex tax considerations, or evaluating the best options to share your wealth, they will ensure that each part of your financial picture is synchronized.

“TK Dale Wealth Inc. specializes in intelligent investing and wealth management. They tailor portfolios to meet client goals and needs while keeping clients fully informed. They focus on advising in ways that consider all aspects of your life when making financial decisions. They are committed to providing outstanding service to help you reach your financial goals. At TK Dale Wealth Inc., the team focuses on creating quality relationships and delivering beyond expectations. They are your partner in financial strategy and take the time to get to know you, your lifestyle, and your goals. You can contact them for all your financial, investment, life insurance, and mortgage needs.

“Geoff MacPherson has been successful at Edward Jones since 1999. He is the Chair of the Edward Jones Profit Sharing Committee and the Head Coach of the Ted Jones Coaching Program. Before his current role, he served customers while working for several different financial institutions. Geoff and his team have an established process that includes taking the time to understand their clients' goals and constructing a personalized portfolio of quality, balanced, and diversified investments. They take the time to consistently review their clients' goals and their progress toward achieving them. Their clients understand the value of working with an advisor. Today, their team of three Senior Branch Office Administrators strives to fulfill their mission to improve their clients' lives by helping them achieve their most cherished goals.