Business Directory
Mutual Fund Companies - Ontario
Aegon Dealer Services - Napanee
Financial Planning, Life Insurance, CI and DI Insurance
164 John Street, Napanee,
ON, K7R 1R5
Tel: (613)
354-2197 Fax: (613) 354-6861
Assante Capital Management Ltd. - Sergio Vial,
CFP, Senior Financial
Advisor
Wealth management and financial planning for business owners, self-employed
professionals and families.
2725 Queensview Drive, Suite 300, Ottawa,
ON, K2B 0A1
Tel: (613) 729-7526
BMO Nesbitt Burns - Larry J.
Kourtis, B.Comm, CMA
Specializing in Tax Strategy Investing. Growing your wealth in the most tax
efficient ways.
3835 Bloor Street West, Etobicoke,
ON, M9C 1K9
Tel: (416)
231-3066 Fax: (416) 231-6809
Investors Group Financial Services Inc. - David Kirkland
Dedicated to assisting families and small business in creating solid
financial foundations
1730 St. Laurent Blvd, Suite 430, Ottawa
Orleans, ON, K1G 5L1
Tel: (613) 742-8018
Toll-free: 1-888-742-4386
Investors Group Financial Services Inc. - Richard D'Souza
Comprehensive Financial Planning and Wealth Management
306 - 6733 Mississauga Road, Mississauga,
ON, L5N 6J5
Tel: (416) 737-4762
NexGen Financial Limited Partnership
Financial Services Firm (Mutual Fund Producer)
36
Toronto Street, Suite 1070, Toronto,
ON, M5C 2C5
Tel: (416) 775-3700
Fax: (416) 775-3737
Toll-free: 1-866-378-7119
Potvin, Rowland Financial Services
A financial planning firm specializing in retirement, investment, insurance,
tax and estate planning.
Ontario
RBC
Dominion Securities - McKay Wealth Management
17120 Leslie Street, 2nd Floor, Newmarket,
ON, L3Y 8J7
Tel: (905) 895-4296
Toll-free: 1-800-263-5514
Tuscan Wealth Management
Investments, Life Insurance, CI and DI. Tax and Estate Planning, Full
Service Financial.
1629 Askin Avenue, Windsor,
ON, N9B 3S4
Tel: (519)
972-6061 Fax: (877) 889-6061
Toll-free: 1-877-889-6061
VentureLink Funds
VL Funds provide Diversity; Strong Management
& Tax Credits
801-1
Richmond Street West, Toronto,
ON, M5H 3W4
Tel: (416) 681-6676
Fax: (416) 681-6661
Toll-free: 1-800-253-1043
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Revised: November 15, 2011
