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Area serviced: Newmarket, ON; Thornhill, ON
905-717-9085
905-771-3000
I am one of the founding partners of the Family Wealth Counsel Advisory Group.
We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate,… Read more »
Area serviced: Toronto, ON
416-777-7110
Adam Aptowitzer is a lawyer practicing in the areas of charity and tax law. He is a member of both the bars of Alberta and Ontario and has been speaking and writing on the topic of charity law for several years. He has been published in several publications… Read more »
Area serviced: Ottawa, ON; Calgary, AB
(613) 237 3300
(403) 536 7442
Karen is a senior partner at WealthRite Financial Group. She has been helping clients in the Tri-Cities surrounding areas and her hometown of Coldwater, ON with their financial planning, investment and insurance needs since 2012. Karen joined the partnership… Read more »
Area serviced: Guelph, ON
5195005369
Greg Ardagh is the President of Ardagh Financial Inc. He has been in the financial services industry since 1997, and has worked at a major investment management firm before building his own team of advisors and his own industry standard.
Greg instilled… Read more »
Area serviced: Ajax, ON
905 837 7490
With decades of experience creating and implementing high quality strategic plans for individuals, families and organizations, our purpose is to serve our community with intelligence, collaboration and attention to detail. I am particularly interested… Read more »
Area serviced: Victoria, BC; Vancouver, BC
2503848722

We provide strategic financial advice to individuals, families and businesses. 

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee… Read more »
Area serviced: Pickering, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; Markham, ON; Ajax, ON; Whitby, ON; Oshawa, ON
905-837-2600 x.19
Since 2002, Matthew has been providing advice and wealth management services to affluent families and organizations across Canada. In 2011 Matthew was awarded the prestigious President's List award by the Financial Planning Standards Council when he… Read more »
Area serviced: Peterborough, ON
7057485101
Area serviced: Midhurst, ON
7057900132
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