Arca Financial Group Inc.
Waterloo
- Financial planning
- Investments
Baker & Edwards Financial
Waterloo
- Insurance
Canaccord Genuity Wealth Management - Waterloo
Waterloo
- Financial planning
- Investments
CG Wealth Management - Lysnes Wealth Management
Waterloo
- Financial planning
- Investments
- Insurance
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
Waterloo Wealth Advisors - Raymond Jamed Ltd.
Waterloo
- Financial planning
- Insurance
Frequently asked questions
How many firms offer independent advisors in Waterloo?
8 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