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I have used Magellan Wealth Management Inc. several times in the past and was very satisfied with my experience - Carlos is very knowledgeable, always in sync with what's going on in the industry and a pleasure to work with. They are upfront and honest in recommending certain types of products - and the process itself doesn't really take much effort - the paperwork is basically done for you (of course - you should still give it a good read) and guide you through everything from start to finish.
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After we met with 2 other financial planners in the area and left quite confused and overwhelmed with information, we were referred to Russell and his team by a family friend.
We were very impressed with their knowledge & level of professionalism, especially their ability to understand our specific financial goals and offer solutions that made sense to us. They simplified our investment and estate planning strategy for a very "complicated" family. Their tax-saving advice regarding our family trust proved to be extremely valuable as well.
They certainly have our ongoing recommendation.
Aaron & Vera, Mississauga
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769 Old York Rd, Burlington ON
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7-107 Plains Rd W, Burlington ON L7T 1E8
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95 Hamilton St N, Waterdown ON L0R 2H0
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355 Plains Rd E, Burlington ON L7T 4H7
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1005 Skyview Drive,Suite 322, Burlington ON L7P 5B1
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1005 Skyview Drive,Suite 322, Burlington ON L7P 5B1
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1005 Skyview Drive, Burlington ON L7P 5B1
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Conseillers en planification financière près de Waterdown Burlington ON: 209 de 216 résultat(s)
29-460 Brant St, Burlington ON L7R 4B6
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390 Brant Street, Burlington ON L7R 4J4
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600-390 Brant St, Burlington ON L7R 4J4
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106-2289 Fairview St, Burlington ON L7R 2E3
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399 Elizabeth St, Burlington ON L7R 0A4
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422-2289 Fairview St, Burlington ON L7R 2E3
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211-2349 Fairview St, Burlington ON L7R 2E3
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1-108 George St, Hamilton ON L8P 1E2
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1700-100 King Street W, Hamilton ON L8P 1A2
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1110-25 Main St W, Hamilton ON L8P 1H1
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Tim Tufford
Hamilton ON L8L 6J9
Skuse Financial & Insurance
G100-1 Hunter St E, Hamilton ON L8N 3W1
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106-3385 Harvester Rd, Burlington ON L7N 3N2
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109-3600 Billings Crt, Burlington ON L7N 3N6
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K6-1299 Barton St E, Hamilton ON L8H 2V4
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2-5014 NEW ST, Burlington ON L7L 1V1
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5515 North Service Rd, Burlington ON L7L 6G4
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5515 North Service Road, Burlington ON L7L 5H7
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2826 King St E, Hamilton ON L8G 1J5
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Investia Financial Services
4A-975 Queenston Road, Hamilton ON L8G 1B8
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Co-operators
271 Cornwallis Rd, Ancaster ON L9G 3Y9
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1235 N Service Rd W,Ste 200, Oakville ON L6M 2W2
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404-3075 Hospital Gate, Oakville ON L6M 1M1
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220 Randall St, Oakville ON L6J 1P7
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277 Lakeshore Road East, Oakville ON L6J 6J3
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PO BOX 298, Binbrook ON L0R 1C0
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101-2275 Upper Middle Road East, Oakville ON L6H 0C3
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45-3075 Ridgeway Dr, Mississauga ON L5L 5M6
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6427 Alderwood Trail, Mississauga ON L5N 6W9
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245 Argyle St S, Caledonia ON N3W 1K7
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610-1 City Centre Drive, Mississauga ON L5B 1M2
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2003-20 Kingsbridge Garden Cir, Mississauga ON L5R 3K7
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2 Robert Speck Parkway,Suite 1600, Mississauga ON L4Z 1H8
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