3 Best Financial Services in Whitchurch-Stouffville

Expert-recommended Top 3 Financial Services in Whitchurch-Stouffville, ON. All selected Financial Advisors undergo a rigorous 50-Point Inspection, assessing reviews, reputation, history, price, proximity, and more to ensure excellence. No Pay-to-Play!

Stouffville financial service Drew Keith - Edward Jones image 1
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DREW KEITH

EDWARD JONES 37 Sandiford Drive, Suite 402,
Whitchurch-Stouffville, ON L4A 3Z2 Directions

Since 2016

Wealth and Retirement Savings Strategies Wealth Protection and Retirement Income Strategies Employee Stock Options Estate & Legacy Strategies

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 on 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.

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Stouffville financial service Hugh Dodd image 1
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HUGH DODD

125 Mill Street,
Whitchurch-Stouffville, ON L4A 1J2 Directions

Since 1983

Investment Solutions Registered Retirement Savings Plans Locked-In Retirement Accounts Tax-Free Savings Accounts Financial and Estate Planning Non-Registered Accounts Retirement and Estate Planning Asset Allocation Registered Education Savings Plans Disability Portfolio Management Universal Life Term & Critical Illness Insurance

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.

Contact:

(905) 640-9034 (888) 299-2242

Mon-Fri: 9am - 5pm
Sat: Open 24 hours
Sun : Closed

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Stouffville financial service Roberts Pro Wealth image 1
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ROBERTS PRO WEALTH

6165 Main Street,
Whitchurch-Stouffville, ON L4A 4H8 Directions

Since 1992

Financial and Retirement Planning Protection Specialists & Estate Planning Solutions

Roberts Pro Wealth have been in business for over 25 years and offer 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. Contact Roberts Pro Wealth to discuss your financial needs.

Contact:

(905) 640-5770

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

TBR® Inspection Report: