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CI Assante Wealth Management is a leading Canadian wealth management firm that helps individuals, families, business owners and professionals plan, grow, protect and transfer their wealth. They provide personalized, comprehensive financial advice and strategies tailored to clients’ goals, including investment planning, retirement planning, tax and estate planning, risk management, insurance and charitable giving guidance. Founded in 1995, Assante has grown into one of the largest wealth management organizations in Canada, supporting hundreds of advisors who oversee tens of billions in client ...

1205 Pembroke Street East, Pembroke, ON K8A 7R6

I have lived and raised my family in the beautiful Ottawa Valley for over 25 years.  Specializing in Military members relocations and mortgages, you can find me on base weekly!  Whether you are purchasing a first home or your next home, choosing the right mortgage is an important undertaking. I am committed to helping you find the financing to suit your needs and to make your mortgage experience as uncomplicated as possible.  Available evenings and weekends as well!

41 Pembroke St W, Pembroke, ON K8A 5M5
Mention the referral from the Upper Ottawa Valley Chamber of Commerce and I will waive your residential appraisal fee - maximum face value of $300.00.  Not to be combined with any other offers.

Assess needs: Evaluate a client's financial situation and needs to determine the right mortgage Find options: Compare mortgage options and determine if the client meets the lender's criteria  Educate: Explain the features and risks of the mortgage, and answer any questions   Helping home buyers and homeowners find the best mortgage for their needs   

1338 Victoria st Petawawa, Petawawa, ON K8H 2G1

Northern Credit Union is dedicated to making a difference in people's lives. Through economic development, financial stewardship, and local investment, Northern contributes to thriving, healthy and equitable communities where members (people) can prosper, grow and stay in the communities they love. Each of our members has equal voting rights, ensuring decisions fairly reflect owner-shareholders' interests. Northern offers personal and business banking products, services, and financial planning expertise to approximately 70,000 member shareholders across 24 communities as a full-service, ...

211 Madawaska Blvd, Arnprior, ON K7S 1S6

Nestled in the heart of Pembroke, ON, Northern Credit Union stands as a beacon of financial empowerment for the local community. With its roots deeply entrenched in cooperative values, this credit union prides itself on fostering a sense of belonging and support among its members. Step inside this welcoming institution, and you'll find a dedicated team ready to guide you towards your financial goals. From savings accounts to loans, Northern Credit Union offers a wide range of services designed to help individuals and families thrive. Whether you're a first-time homebuyer or a seasoned ...

432 Boundary Rd E, Pembroke, ON

We continually strive to be the premier Wealth Management provider to our clients. Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions. We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper.s.

700-1545 Carling Avenue, Ottawa, ON K1Z 8P9

Helping you find the right mortgage solution for your unique needs. Whether you're a first-time homebuyer, looking to refinance, or investing in property, I provide personalized mortgage advice to empower you to make informed decisions. With access to multiple lenders, I can find competitive rates and flexible options tailored to your financial goals. As a proud member of the community, I'm passionate about educating and supporting local families, individuals, and business owners in making informed mortgage decicsions. Let's chat about how I can help you achieve homeownership and financial ...

23 Zachary St, Petawawa ON K8H 0G5, Petawawa, ON K8H 0G5

Sandra Swain started in the financial industry in 2007. Moving from an investment brokerage over to a Major bank in 2010, she was introduced to the world of home financing and truly found her passion for helping families meet their financial goals. Sandra became an expert in her field and has helped countless families, individuals, business owners, and commercial companies finance properties. Sandra decided to part ways with the bank, as she grew her family, but she always knew that she would return as an independent mortgage agent . With her background in investment and financial planning, ...

8731 Hwy 60, Eganville, ON K0J 1T0

81 Pembroke Street West, Pembroke, ON K8A 6X3

Branch # 3400 TD Canada Trust is the Canadian personal and commercial banking division of Toronto-Dominion Bank, one of Canada’s largest and most established financial institutions. Founded in its current form in 2000 following TD’s acquisition of Canada Trust, TD Canada Trust is not a standalone company but a trade name used by the Toronto-Dominion Bank and its Canadian subsidiaries. Headquartered in Toronto, Ontario, TD Canada Trust serves millions of Canadians with a full suite of financial products and services — including everyday banking, lending, mortgages, credit cards, and investment ...

1106 PEMBROKE ST E, Pembroke, ON K8A 7R5

Branch # 3412 TD Canada Trust is the Canadian personal and commercial banking division of Toronto-Dominion Bank, one of Canada’s largest and most established financial institutions. Founded in its current form in 2000 following TD’s acquisition of Canada Trust, TD Canada Trust is not a standalone company but a trade name used by the Toronto-Dominion Bank and its Canadian subsidiaries. Headquartered in Toronto, Ontario, TD Canada Trust serves millions of Canadians with a full suite of financial products and services — including everyday banking, lending, mortgages, credit cards, and investment ...

3507 PETAWAWA BLVD, Petawawa, ON K8H 1X1

As a Planner with TD Wealth Financial Planning, I am committed to helping clients balance living for today with planning for tomorrow. I take the time to understand their goals, values, and financial circumstances to build a personalized, integrated financial plan.My focus is on growing net worth, implementing tax-efficient strategies, protecting what matters most, and creating effective wealth transfer plans. Whether you’re preparing for retirement, building your business, or planning your legacy, I’m here to guide you every step of the way.

1106 Pembroke St E, Pembroke, ON K8A 7R5

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

400 March Road, Suite 240, Kanata, ON K2K 3H4