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  • Ogilvie Financial Services Inc. Website
    519.744.4083
    70 Victoria St N Ste H, Kitchener, ON N2H 5C2

    Ogilvie Barsness Financial Group offers comprehensive wealth planning services, including investment management, financial planning, retirement and estate strategies, and life insurance solutions. They serve individuals, families, and business owners in Waterloo and surrounding Ontario regions, pro…

  • Chaffe/Malcolm + Partners Inc Website
    519.747.2370
    23-500 Fairway Road South, Suite 212, Kitchener, ON N2C 1X3

    Chaffe/Malcolm + Partners Inc. delivers specialized client‑care platforms and back‑office support services for financial advisors worldwide. Their flagship Investment Gold solution helps advisors enhance client service, control operating costs, and maintain consistent delivery across high‑net‑worth…

  • Deverall, Calma & Associates Financial Services Inc Website
    +1.519.741.1259
    209 Frederick St Ste 2A, Kitchener, ON N2H 2M7

    Deverall, Calma & Associates Financial Services Inc. offers tailored financial planning, investment strategies, and group benefit solutions for business owners, employees, and individuals in Kitchener, Ontario. Their services include personalized insurance, wealth management, and guidance on transi…