| Ryan Fleury
100-19027 Leslie St.
Sharon, ON L0G 1V0
Phone: (905) 751-0768
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| Expert life insurance advice and wealth management services for over 50 years. Provides a hands-on and customized financial alternative to big bank services.
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| Karen Zeiger
57 Kingsgate Crescent
Mount Albert, ON L0G 1M0
Phone: (905) 473-6952
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| KPZ Financial has been providing corporate and personal accounting and tax services, including bookkeeping, for over 20 years, servicing the GTA and Toronto clients. We are particularly proficient in
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| Luca Quintieri
18 Faris Street
Bradford, ON L3Z0C6
Phone: (416) 910-0467
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| Mortgage Broker
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| Gonzalo Lucas
19132 Centre Street
Mount Albert, ON L0G 1M0
Phone: (905) 473-9378
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| DUCA exists to help people do more, we offer the best banking products and services in our branches, online and from mobile devices. Members are rewarded by sharing our profits.
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| Mr. Greg Gillespie
31 - 17817 Leslie St.
Newmarket, ON L3Y 8C6
Phone: (905) 853-2586
Fax: (905) 853-4391
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| | Gillespie, Adams & Associates is a family business that has been operating since 1974. We're an advice-based financial practice that specializes in asset accumulation, asset management and estate preservation strategies for our clients. | Member Since: 2006
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| Ryan Charron
390 Davis Drive
Newmarket, ON L3Y 7T8
Phone: (289) 926-0905
Fax: (905) 235-7865
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| During these challenging times I am still open to help you achieve your financial goals and realize the dreams you have for yourself, your family and your business. I can also help you with life and health insurance to protect the ones you love. I offer Zoom meetings and other ways to conduct business a safe manner. Got questions? Reach out to me anytime. 😊 | Member Since: 2024
See Also Financial Services - Financial Services | |
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| Kristin Burns
18025 Yonge Street
Suite 18A
Newmarket, ON L3Y 8C9
Phone: (905) 898-6262
Fax: 1-877-314-1324
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| As a Goals Based Financial Advisor, I have the privilege of partnering with women, families and small businesses to realize their long term financial goals. Together, my clients and I discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business. I create a plan based on those goals and we partner together in achieving them. It's important to know that goals, just like life, change, and that's ok. Our relationship is one that is fostered on regular communication and we make adjustments as needed along the way. I am here to keep you on track and coach you all the way to the finish line.
| Member Since: 2021
See Also Financial Services - Financial Services | |
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| Kevin Murdoch
200 - 17120 Leslie St.
Newmarket, ON L3Y 8K7
Phone: (905) 895-8417
(800) 263-5514
Fax: (905) 895-8781
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| | The Murdoch Group of RBC Dominion Securities provides private wealth management services to high-net-worth investors, families, business owners and organizations. In addition to investment management services, the team can help clients with personalized retirement, tax, estate planning, insurance and business succession strategies.
| Member Since: 2011
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| Mr. Diego Gonzalez, CFP, CLU
488 Foxcroft Blvd.
Newmarket, ON L3X 3L7
Phone: (416) 704-6013
Fax: (905) 294-4488
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| | As a Sun Life Financial advisor for 15 years, I can help you with your insurance and investment needs. I specialize in wealth accumulation, estate and retirement planning and tax savings strategies. Commitment to continuous learning and professional service is important to me.
| Member Since: 2013
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| Mr. Michael Clarke
103 - 525 Brooker Rdg.
Newmarket, ON L3X 2M2
Phone: (905) 898-6603
Fax: (877) 335-0750
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| We're a full service investment brokerage and have been ranked highest in investor satisfaction three years in a row by J.D Powers.
| Member Since: 2008
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| Seana Fardy CFP® CLU®
5 – 1211 Gorham St., 2nd Floor
Newmarket, ON L3Y 8Y3
Phone: (289) 903-3651
Fax: (416) 512-8526
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 | As an advisor of over 10 years and local to Newmarket, I am equipped with the latest industry data, knowledge and best practices to be able to provide clients with solutions to achieve lifetime financial security.
Sun Life is a leader in Group Benefits, Group Retirement Services and Individual Insurance and Wealth. We help Canadians achieve lifetime financial security and live healthier lives by offering a full range of trusted products and services that put our clients’ needs first. | Member Since: 2016
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| Mr. Pierre Senecal
17310 Yonge Street
Unit 10A
Newmarket, ON L3Y 7R9
Phone: 1 -905-952-2020
Fax: 1-905-895-5581
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 | SENECAL GROUP PRIVATE WEALTH MANAGEMENT WORKS WITH BUSINESS OWNERS AND INCORPORATED PROFESSIONALS TO OFFER FULL COMPREHENSIVE PERSONAL AND CORPORATE FINANCIAL PLANNING THAT INCLUDES INVESTMENT ADVICE, RISK MANAGEMENT, CORPORATE STRUCTUCE, TAX PLANNING, RETIREMENT AND SUCCESSION PLANNING, AND ESTATE PLANNING.
| Member Since: 2024
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| Ted Kurello
100 - 17345 Leslie St.
Newmarket, ON L3Y 0A4
Phone: (905) 853-2789
(416) 930-5449
Fax: (905) 898-4878
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| | At Braestone Family Wealth, we are a team of financial professionals supporting individuals and families. Our services are designed to help you live your vision, bringing you peace of mind. We are committed to guiding you through all of your life’s transitions and challenges, creating a solid comprehensive wealth strategy to achieve your retirement goals and to look after your family for generations to come. We do this by helping you See the big picture, where you are today and what you want your future to look like. We then Build a personalized plan, including portfolio construction, tax and estate strategies. We continuously manage your plan throughout your life and make adjustments when required so you can Live life to the fullest. | Member Since: 2001
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| Diego Di Tolla,
15054 Yonge St.
Aurora, ON L4G 1M4
Phone: (905) 713-6450
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| | At Carruthers Financial & Associates, we don't wear "suits and ties" or work with thousands of clients. We just work with great people. What we offer: Investment Advice, Retirement Planning, Estate Planning, Life/Disability Insurance, Employee Benefits, RRSP/Pensions, Life is short, surround yourself with great people and enjoy the journey. | Member Since: 2017
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| Juliane McTavish-Goyette
100 - 17345 Leslie St.
Newmarket, ON L3Y 0A4
Phone: (905) 898-4228
(905) 898-4228
Fax: (905) 898-4878
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| Riverwalk Wealth (formerly HollisWealth Newmarket) provides financial advisory services and is independently owned by Juliane Goyette & her business partner Brian Lavoie. We provide diversified wealth and investment management solutions through Investia Financial Services.
Juliane and her team offer mutual funds, GIC’s, ETF’s & socially responsible investments options to clients looking to grow their portfolios. Whether you are looking to maximize your RRSP, RRIF, TFSA, non-registered or RESP funds, we have many options and solutions to meet your specific needs. Whether you are just starting out in the world of investing or you have a portfolio you would like reviewed, give Juliane a call at Riverwalk Wealth today.
| Member Since: 2006
See Also Financial Services - Financial Services | |
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| Neil Stratton
15 - 675 Cochrane Dr.
Markham, ON L3R 0B8
Phone: (905) 479-8244
(866) 233-8533
Fax: (905) 479-8248
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| | The Black-Stratton Group at ScotiaMcLeod is one of the leading wealth management practices in the GTA, providing advanced strategies and exceptional execution for High Net Worth and Affluent Investors. | Member Since: 2015
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| Benson Leung
7030 Woodbine Avenue
Unit 428
Markham, ON L3R 6G2
Phone: (647) 939-4201
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| | Hi everyone, my name is Benson, Financial Advisor at Edward Jones. Are you worried about the looming recession in 2024? Have you thought about investing/nesting your hard earn savings in the ever changing economic environment and not sure where to start? Since 1922, Edward Jones has an established process partnering with North American families to reach financial goals by tailoring solutions to suit individual needs. As a new member of the Chamber, I would love to offer free one-on-one "financial health check" for members of the Chamber, hopefully can provide you some useful tips and address any questions you might have revolving finance. It's never too late to start thinking about financial wellness, let's add it to your list of new year resolutions. Offer ends February 29, 2024.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. | Member Since: 2023
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| Paolo Espinoza
6B - 16640 Yonge St.
Newmarket, ON L3X 2N8
Phone: (905) 898-4543
Fax: (905) 895-9228
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| Member Since: 2017
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| Eric Holt
222 - 465 Davis Dr.
Newmarket, ON L3Y 2P1
Phone: (905) 898-3456
(877) 898-3456
Fax: (905) 898-7586
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| Your One Stop Financial Shop offering; Life Insurance & Investment Products, Disability & Critical Insurance/Health & Dental Coverage/Employee Benefits & Pensions/Mortgage Products/TFSA/Travel Insurance as well as being Your 50+ Financial Professionals
HAVE YOU GOT YOUR BASICS LOOKED AFTER?
| Member Since: 2004
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