-
Isabelle Frati
As a local independent insurance & investment broker, partnered with industry experts, I work with my clients to attain peace of mind around their personal and business financial needs. Through regular contact and conversations to understand their specific needs and desires, I help individuals, professionals, business owners and pre/post retirees create portfolios offering protection, guarantees and a sense of well-being. Specializing in: Personal non-medical life and critical illness insurance protection Business protection and sustainability with keyman and buy-sell insurance Healthcare Spending Plans for incorporated businesses – cost effective and customizable benefits that are 100% tax free to employees and 100% tax deductible to the business – an awesome way to control your costs and attract/retain quality employees Guaranteed investment solutions to grow and protect your wealth Contact me today to learn more about how I can help you get your financial house in order. Don’t put it off any longer - protect yourself, those you love and preserve your legacy.
-
Edward Jones
Edward Jones has been awarded the prestigious J.D. Power Award as the top full-service financial firm in Canada for an unprecedented 8 years in a row. After earning an Honours Economics Degree from McMaster University, I moved to Gravenhurst 25 years ago to start my first business. I met and married my wife in Muskoka, and we have raised two great children here. As a financial advisor, my clients are business owners, professionals, families and retirees - most of whom are also deeply rooted in our Gravenhurst community.
-
Keybase Wealth Management
Wealth management at KeyBase usually starts with managing a client's RRSPs and helping them earn money within their risk tolerance and time horizon. It builds from there to managing their Open and TFSA investment accounts, and children’s accounts, and later on grandchildren's accounts. Later in life I manage their RRIF accounts and help them derive income from their overall investment portfolio. For all my clients, I maintain a regular review process in person to discuss their overall financial picture I also manage GROUP RRSPs for businesses with more than one employee. . My 35 years of banking and investment experience is a benefit to my clients. I meet clients at their home or in my office.
Murray McKeown
-
TD Bank Group
TD Canada Trust is the commercial banking operation of the Toronto-Dominion Bank in Canada. TD Canada Trust offers a range of financial services and products to more than 10 million Canadian customers through more than 1,100 branches and 2,600 "Green Machine" ATMs.
Alyssa Clairmont
-
National Bank
Business Hours: Monday - Wednesday: 9:00am - 5:00pm Thursday: 9:00am - 6:00pm Friday: 9:00am - 5:00pm Saturday: 9:00am - 1:00pm Sunday: Closed
Franceska Downes
-
Bridgeway Insurance Inc.
Bridgeway Insurance Inc. is an independent insurance broker specializing in personal insurance, business insurance, travel insurance, benefit packages and investments. We pride ourselves on personal interactions with our clients to protect their most valuable assets. We are not a faceless toll free number, we are local residents with real experiences and deep roots in our communities.
Bryan Shier
-
Summit Mortgage Services Inc.
I am the Principal Broker of VERICO Summit Mortgage - Muskoka's Mortgage Broker. I’m an independant, experienced mortgage broker with only one mission: finding the mortgage that best fits your needs and personal financial situation. It's not just a matter of low rates, although I always offer the lowest rate possible - it's the total mortgage package that counts. I have access to mortgage products from over forty lenders at my fingertips and I work with you to determine the best product that will fit your immediate financial needs and future goals.I save you money by sourcing the best products at the best rates – not only on your first mortgage but through every subsequent renewal. So whether you're buying a home, renewing your mortgage, refinancing, renovating, investing, or consolidating your debts — I’m the Summit Mortgage Advisor who can help you get the right financing, from the right lender, at the right rate.
Leslie McCann
-
Scotiabank
We offer personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets, through our global team.
Karl Smith
-
RBC Financial Group
-
Coulson, Eleanor - Centum One Financial Inc.
Specializing in Home and Cottage Financing with over 26 years of experience in the financial field. Call me today!
