Arca Financial Group Inc.
Waterloo
- Financial planning
- Investments
BLA Private Wealth Raymond James Ltd.
Waterloo
- Financial planning
- Insurance
- Raymond James
Canaccord Genuity Wealth Management - Waterloo
Waterloo
- Financial planning
- Investments
CG Wealth Management - Lysnes Wealth Management
Waterloo
- Financial planning
- Investments
- Insurance
Essential Wealth Group - IA Private Wealth
Waterloo
- Financial planning
- Investments
- IA
Jeff Shatkosky
Waterloo
- Financial planning
- Investments
- Wellington-Altus
John Armstrong CFP
Waterloo
- Financial planning
- Mutual funds
- Insurance
Koppeser Wealth Counsel
Waterloo
- Financial planning
- Investments
- Insurance
Lakewood Wealth Partners
Waterloo
- Financial planning
- Investments
- Insurance
Legacy Tree Wealth
Waterloo
- Financial planning
- Investments
- Financière Banque Nationale
Parsons Financial Group, iA Private Wealth
Waterloo
- Financial planning
- Investments
- iA
Steele Wealth Management of Raymond James Ltd.
Waterloo
- Financial planning
- Investments
- Insurance
- Raymond James
Stranz Wealth Management Group
Waterloo
- Financial planning
- Investments
- Financière Banque Nationale
Waterloo Wealth Advisors - Raymond Jamed Ltd.
Waterloo
- Financial planning
- Insurance
Frequently asked questions
How many firms offer financial planning in Waterloo?
14 of the 46 firms in Waterloo show it in the official register or on their website.
How to choose?
Check the official register, ask for an engagement letter describing the service and the fees, and compare two or three firms on your precise situation.
Alphabetical list. No firm pays to be listed. Our sources