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  • Equitable Life Ins. Co. of Canada Website
    (519) 886-5210
    One Westmount Road North, Waterloo, ON N2J 4C7

    "Equitable Life is great place to develop your career. Because it is a small to mid-size company and roles are expansive, there are many opportunities to play a key part in growing the business. The culture here is driven by providing excellent customer service both internally and externally, and i…

  • Sun Life Assurance Company of Canada Website
    (519) 888-3900
    227 King Street South PO Box 1601, Waterloo, ON N2J 4C5

    Sun Life provides a range of insurance and financial products for individuals and families across Canada, including life, critical illness, disability, and health coverage, as well as retirement annuities, investment options, and financial planning services designed to help Canadians secure their f…

  • Craig Keller Chartered Accountant Website
    (519) 884-1100
    496 Albert St Ste 6, Waterloo, ON N2L 3V4

    We believe in the value of relationships -- and have since we opened our office for private practice in 1980. For over a quarter of a century, Craig Keller and his assembled team in Waterloo; have viewed every client relationship like a partnership, and truly believe that our success is a result of…

  • Arius Software Corporation Website
    519.885.9045
    20 Erb St W, Waterloo, ON N2L 1T2

    Arius Software prides itself on the development of leading-edge solutions for the financial services industry. Our solutions enable customers to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience. Installed in s…

  • Accuplan Financial Group Inc. Website
    519.888.0676
    151 Frobisher Dr, Waterloo, ON N2V 2C9

    Please use the tabs on the left to navigate through our site. You can find information on the companies we work with, information on mutual funds, a link to our mutual fund dealer FundEX Investments, and how to contact us.

  • Wellman & Associates Website
    519.747.3253
    151 Frobisher Dr Unit – D113, Waterloo, ON N2V 2C9

    Wellman & Associates delivers comprehensive financial planning, wealth management, and insurance solutions to individuals and business owners in Waterloo, Ontario. Leveraging four decades of expertise, the firm creates personalized plans that address clients' goals, risks, and investment needs, the…

  • Investment Management Website
    (519) 571-3720
    115 King St South, Waterloo, ON N2J 5A3

    Mellow-Richardson Investment Management offers tailored financial advice and investment management services, focusing on personalized client goals such as retirement, business financing, and estate planning. With over 40 years of combined experience, the team provides comprehensive wealth managemen…