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BEST RATED WHITCHURCH-STOUFFVILLE, ON FINANCIAL SERVICES

3 Best Financial Services in Whitchurch-Stouffville, ON

Expert-recommended Top 3 Financial Services in Whitchurch-Stouffville, 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!

Roberts Pro Wealth - Stouffville, ON Financial Services - Portrait
Roberts Pro Wealth - Stouffville, ON Financial Services - Office Image
Roberts Pro Wealth - Stouffville, ON Financial Services - Company Logo
3+ YEARS ON TBR
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ROBERTS PRO WEALTH

(4.7 Score)
6165 Main Street, Suite 1,
Whitchurch-Stouffville, ON L4A 4H8 Directions

Since 1995

Specialty:

✓Financial Planning ✓Wealth Management ✓Portfolio Management ✓Investment Planning ✓Retirement Income Planning ✓Retirement Planning ✓Estate Planning ✓Wealth Transfer ✓Tax Planning ✓Charitable Giving ✓Risk Management ✓Life Insurance ✓Income Replacement ✓Insurance Solutions ✓Financial Protection ✓Personalized Financial Advice

"Roberts Pro Wealth has been in business for over 30 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. Greg Roberts is the Senior Financial Advisor of the firm.

2026 Highlights: Roberts Pro Wealth meets you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family, unrestricted by regions and time zones."

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License #270556483

Contact:

(905) 640-5770

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

TBR® Inspection Report:

Shaun Carnegie - Stouffville, ON Financial Services - Portrait
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SHAUN CARNEGIE

(4.6 Score)
PRIMERICA 37 Sandiford Drive, Suite 204,
Whitchurch-Stouffville, ON L4A 3Z2 Directions

Since 1992

Specialty:

✓Investments and Savings ✓Mutual Funds ✓Segregated Funds ✓Managed Investment Programs ✓RRSPs ✓RRIFs ✓TFSAs ✓RESPs ✓RDSPs ✓Term Life Insurance ✓Financial Education ✓Retirement Income Planning ✓Identity Theft Protection ✓Prepaid Legal Services

“2026 Highlights: Shaun Carnegie is a Licensed Financial Representative with Primerica, serving Stouffville and its surrounding areas. He helps neighbours and communities with their financial and life goals with a personalized investment strategy. His highest priority is to create value and peace of mind for clients. Shaun Carnegie assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.”

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Contact:

(905) 476-6364

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TBR® Inspection Report:

Terry Hierlihy - Stouffville, ON Financial Services - Portrait
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TERRY HIERLIHY

(4.6 Score)
PRIMERICA 37 Sandiford Drive, Suite 204,
Whitchurch-Stouffville, ON L4A 3Z2 Directions

Since 1996

Specialty:

✓Financial Needs Analysis ✓Financial Education ✓Investments and Savings ✓Mutual Funds ✓Segregated Funds ✓Managed Investment Programs ✓RRSPs ✓RRIFs ✓TFSAs ✓RESPs ✓RDSPs ✓Group RRSPs ✓Group TFSAs ✓Term Life Insurance ✓Identity Theft Protection ✓Prepaid Legal Services

“2026 Highlights: Terry Hierlihy is a Primerica Financial Representative serving clients in Ontario. His services include financial needs analysis, investment and savings solutions, term life insurance, segregated funds, and financial education. Terry Hierlihy provides excellent customer service to each person who walks through the office doors. He strives to treat each client the way he’d want to be treated, with respect and integrity. Whether you are interested in financial services, investment management services, term life insurance or a mortgage loan, He helps find the financial solutions that meet your needs.”

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Contact:

(905) 836-1555 (905) 716-0847

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TBR® Inspection Report:

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ROBERTS PRO WEALTH REVIEWS

Greg is very knowledgable and will help you maximize return. He also set up a great life insurance policy for me. Highly recommend.

These reviews are provided for information purposes and to help you make informed decisions.

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SHAUN CARNEGIE - PRIMERICA REVIEWS

Shaun Carnegie is a good financial advisor.

TERRY HIERLIHY - PRIMERICA REVIEWS

So far so good pending my physical, our agent explained every thing to us in details.

TBR® Inspection Score Report

ROBERTS PRO WEALTH Total Inspection Points: 113/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SHAUN CARNEGIE - PRIMERICA Total Inspection Points: 111/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Reviews Study: 8
Legitimate Ratings: 9
Contact Info: 10
Experience: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TERRY HIERLIHY - PRIMERICA Total Inspection Points: 110/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

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