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  • Rickert Financial Group Ltd., Website
    519.884.3360
    375 University Ave. E., Suite 103, Waterloo, ON N2K 3M7

    Rickert Financial Group operates as an independent financial planning practice that assists professionals, entrepreneurs, retirees and multigenerational families throughout Waterloo, Kitchener, Cambridge, Guelph and nearby regions. Their services include tailored investment management, insurance so…

  • 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.