3 Best Financial Services in Whitchurch-Stouffville, ON

“Drew Keith has had a successful tenure at Edward Jones. Working in business for over 30 years, he has collaborated with some of Canada's biggest and wealthiest corporations and executives. He has experience in various industries, including media, sports, entertainment, financial, and non-profit sectors. Drew has had the pleasure of participating in both public and private sector boards, and he is currently actively supporting many local and national charities. Drew Keith is proud to be a partner within his firm, serving clients across Canada, from Newfoundland to British Columbia. He and his team are passionate about getting to know you, and they work hard to serve each of their clients with excellence. They offer evening and weekend appointments and also provide web conferencing services.

“Hugh Dodd has been a financial and insurance advisor since 1983. During the initial consultation with a client regarding life insurance, he will complete a Life Insurance Confidential Needs Analysis to determine the amount and type of insurance suitable for the client's situation. He will also discuss other insurance options with the client, including critical illness and disability insurance. He and his team are pleased to offer sound, honest financial advice based on education, knowledge, and experience. They will help you understand where your money will come from and when you can access it. They help Ontarians protect their loved ones, grow wealth, and build their futures. They aim to find solutions so you can spend time with the people and things that matter.

“Roberts Pro Wealth has been in business for 33 years and offers full brokerage services in protection, accumulation, and retirement planning. They work extensively with companies, individuals, and families. Their advisory team meets with new clients to complete in-depth fact-finding to help them fully understand their goals and objectives. From there, they build a "personal wealth management strategy" customized to the client's specific needs. Next, they implement the strategy, which involves executing the necessary plans to help their clients live their dreams. You can contact Roberts Pro Wealth to discuss your financial needs.