Investment Services Firms in Oakville

Edward Jones - Financial Advisor: Andrew Mathers Verified by Yext

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3465 Rebecca St, Suite 204, Oakville, ON

289-206-7299

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Amy Ge - TD Wealth Private Investment Advice Verified by Yext

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306A - 354 Davis Rd., Suite 306A, Oakville, ON

905-822-4878

Amy Ge - TD Wealth Private Investment Advice Verified by Yext

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306A - 354 Davis Rd., Suite 306A, Oakville, ON

905-822-4878

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Samantha Deutsch - TD Wealth Private Investment Advice Verified by Yext

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306A - 354 Davis Rd., Suite 306A, Oakville, ON

416-802-2250

Samantha Deutsch - TD Wealth Private Investment Advice Verified by Yext

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306A - 354 Davis Rd., Suite 306A, Oakville, ON

416-802-2250

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Jeremy Wong - TD Wealth Private Investment Advice Verified by Yext

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2020 Winston Park Drive, Ste 301, Oakville, ON

Jeremy Wong - TD Wealth Private Investment Advice Verified by Yext

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2020 Winston Park Drive, Ste 301, Oakville, ON

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Adam Sonoda - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., 4th Floor, Burlington, ON

905-331-3356

Adam Sonoda - TD Wealth Private Investment Advice Verified by Yext

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(0 Reviews)

5515 North Service Rd., 4th Floor, Burlington, ON

905-331-3356

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Michael Pos - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., 4th Floor, Burlington, ON

877-331-7514

Michael Pos - TD Wealth Private Investment Advice Verified by Yext

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(0 Reviews)

5515 North Service Rd., 4th Floor, Burlington, ON

877-331-7514

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Alex Martin - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., 4th Floor, Burlington, ON

905-331-2597

Alex Martin - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., 4th Floor, Burlington, ON

905-331-2597

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Akash Malik - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., 4th Floor, Burlington, ON

905-689-7784

Akash Malik - TD Wealth Private Investment Advice Verified by Yext

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(0 Reviews)

5515 North Service Rd., 4th Floor, Burlington, ON

905-689-7784

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Ronald Westenhafer - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., Suite 400, Burlington, ON

905-318-2166

Ronald Westenhafer - TD Wealth Private Investment Advice Verified by Yext

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(0 Reviews)

5515 North Service Rd., Suite 400, Burlington, ON

905-318-2166

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Atif Riaz - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., Suite 400, Burlington, ON

905-331-4512

Atif Riaz - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., Suite 400, Burlington, ON

905-331-4512

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Nathan Sly - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., Suite 400, Burlington, ON

416-720-9155

Nathan Sly - TD Wealth Private Investment Advice Verified by Yext

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5515 North Service Rd., Suite 400, Burlington, ON

416-720-9155

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

Albert Simonetta - TD Wealth Private Investment Advice Verified by Yext

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2020 Winston Park Drive, Ste 301, Oakville, ON

Albert Simonetta - TD Wealth Private Investment Advice Verified by Yext

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2020 Winston Park Drive, Ste 301, Oakville, ON

Our dedicated Investment Advisors work directly with customers, recommending comprehensive solutions that fit their lifestyle. They go further by truly understanding their clients’ goals, dreams and helping them to achieve all their opportunities.

TD Bank Private Banking - Tara Boutilier Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

289-971-1279

TD Bank Private Banking - Tara Boutilier Verified by Yext

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(0 Reviews)

5515 North Service Road, Suite 400, Burlington, ON

289-971-1279

National Bank Financial - Wealth Management Verified by Yext

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305, Church St., Oakville, ON

905-842-1925

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National Bank Financial - Wealth Management Verified by Yext

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305, Church St., Oakville, ON

905-842-1925

Wealth advisory services only - Not a bank branch - No ABM available

Edward Jones - Financial Advisor: Tim Carter Verified by Yext

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114 Lakeshore Road East, Suite 100, Oakville, ON

905-338-1661

Edward Jones - Financial Advisor: Tim Carter Verified by Yext

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114 Lakeshore Road East, Suite 100, Oakville, ON

905-338-1661

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Yong Kim, CIM|FMA Verified by Yext

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1540 Cornwall Road, Unit 103, Oakville, ON

905-338-6161

Edward Jones - Financial Advisor: Yong Kim, CIM|FMA Verified by Yext

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1540 Cornwall Road, Unit 103, Oakville, ON

905-338-6161

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Patrick W Pacenti Verified by Yext

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4145 North Service Road, Suite 303B, Burlington, ON

905-257-7884

Edward Jones - Financial Advisor: Patrick W Pacenti Verified by Yext

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4145 North Service Road, Suite 303B, Burlington, ON

905-257-7884

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones - Financial Advisor: Joe Joseph, CFP®|CIWM|CIM®|FCSI® Verified by Yext

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2655 N Sheridan Way, Ste#240, Mississauga, ON

905-823-8367

Edward Jones - Financial Advisor: Joe Joseph, CFP®|CIWM|CIM®|FCSI® Verified by Yext

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2655 N Sheridan Way, Ste#240, Mississauga, ON

905-823-8367

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

TD Bank Private Banking - Nicholas Daly Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

519-732-9790

TD Bank Private Banking - Nicholas Daly Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

519-732-9790

TD Bank Private Banking - Shelly Waite Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

905-330-1538

TD Bank Private Banking - Shelly Waite Verified by Yext

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(0 Reviews)

5515 North Service Road, Suite 400, Burlington, ON

905-330-1538

TD Bank Private Banking - Yan Zhao Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

647-739-9805

TD Bank Private Banking - Yan Zhao Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

647-739-9805

TD Bank Private Banking - Anna Bonham Verified by Yext

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5515 North Service Road Burlington, Suite 400, Burlington, ON

289-962-3337

TD Bank Private Banking - Anna Bonham Verified by Yext

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5515 North Service Road Burlington, Suite 400, Burlington, ON

289-962-3337

TD Bank Private Banking - Rajesh Ramachandran Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

905-315-3436

TD Bank Private Banking - Rajesh Ramachandran Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

905-315-3436

TD Bank Private Banking - Adrian Asemota Verified by Yext

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(0 Reviews)

5515 North Service Road, Suite 400, Burlington, ON

647-395-8846

TD Bank Private Banking - Adrian Asemota Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

647-395-8846

TD Bank Private Banking - Christopher Sage Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

226-920-3475

TD Bank Private Banking - Christopher Sage Verified by Yext

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5515 North Service Road, Suite 400, Burlington, ON

226-920-3475