The Best Financial Services in Waterloo

Handpicked Top 3 Financial Services in Waterloo, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


745 Bridge Street West, #3, Waterloo, ON N2V 2G6

Since 2015

Wealth Creation, Tax Planning, Retirement Planning, Estate Planning, Insurance Solutions for Life, Disability and Critical Illness, Charitable Giving Strategies & Money Management

Provides a disciplined approach to money management and sound planning, continually attracts referrals from satisfied and long-standing clients

Mon - Fri 8:30 am - 5:00 pm Sat & Sun Closed

Murray Child has been our financial advisor for many years. We trust him and would recommend him and his team to everyone. We look forward to this new source of information but at the same time we know he is always there for us if we have any questions at all about our financial needs. Thanks Murray!!!
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22 King Street South, Suite 300, Waterloo, ON N2J 1N8

Since 2015

Financial Planning, Tax Planning, Insurance, Risk Management, Retirement Planning, Investments, Debt Restructuring, Cash Management, Educational & Estate Planning

With offices in Huntsville & Cambridge - Focuses on Wealth Accumulation preservation

Mon - Fri 9:00 am - 5:00 pm Sat & Sun Closed

I am absolutely delighted with your service. It is really refreshing to work with a financial planner who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking, and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect.

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420 Weber Street North, Unit E, Waterloo, ON N2L 4E7

Since 1999

Comprehensive Financial Plans, Portfolio Analysis, Charitable Donation Strategies, Tax Planning, Investment, Retirement Planning, Education Planning, Pensions & Benefits Planning

Expertise in Life Insurance Strategies, Education Savings, Retirement & Pension Planning

By Appointment

They offer clients the full range of financial products needed for them to succeed financially.
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