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Saint-Jean, NL
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financial advisors st john's nl

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1
145 Kelsey Dr, St John's, NL, A1B 5C7
709-740-4714
Professionally licensed financial advisor based in St. John's, Newfoundland. Services include: - Life Insurance - Disability Insurance - Critical Illness Insurance - Health Insurance - Long Term Care Insurance - Retirement Planning - Investments - Savings Plans - Education Funds Consultations are always 100% complimentary and no-obligation. Whatever financial situation you are in, let's schedule a time to chat and find a solution that works for you.
2
141 Torbay Rd, St John's, NL, A1A 2H1
709-351-0880
East Coast Mortgage Brokers is Newfoundland and Labrador’s premier mortgage company. Our goal is to treat our clients as our friends, and to provide the best service, advice and rates possible. We ensure our clients receive the right mortgage solution suited to their particular home financing need. We are a member of the Verico Mortgage network, which gives us access to the majority of mortgage lenders in Canada. Through our affiliation with Verico, we are able to access the very best rates, tools and services the industry has to offer, which allows us to provide the most effective solutions to our customers. We have a well trained and experienced team of Mortgage advisors, many of whom have achieved the designation of Accredited Mortgage Professional. This is the highest designation the industry has to offer, and it is designated through the Canadian Association of Accredited Mortgage professionals, CAAMP. As a team of experienced professionals, we strictly adhere to the standards set by CAAMP. Locally, we are a member of the St. John’s Board of Trade. We are also actively involved in the community, and a supporters of the Rotary Club of St John’s Northwest, The Janeway Children’s Hospital, Daffodil Place, The Seniors Resource Centre and other community organizations.
3
145 Kelsey Dr Suite 100, St John's, NL, A1B 5C7
709-730-1658
Looking for insurance or financial planning help? I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Contact me today for more information! (709) 576-6243 ext. 2239
4
10 Rowan Ave, St John's, NL, A1B 4J9
709-699-8989
I believe in helping my clients come up with a full financial plan by providing a wide variety of services to cater to their short and long term goals Services/Licenses: •Financial Advisors •Life Insurance •Financial Planning •Disability Insurance •Critical Illness Insurance •Health & Dental Insurance •Long Term Care Insurance •Retirement Planning •GIC RRSP, Health Insurance, RESP, Investment Planning, Insurance Benefits, Critical Illness Insurance, Estate and Trust Planning, Investment Mortgages, Investments, Financial Plan, Mutual Funds, Estate Planning, Group Investment, Group Health Benefits, Pension Planning, Retirement Income, Student Health Insurance
5
10 Factory Lane Suite 2000, St John's, NL, A1C 6H5
709-576-6243
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: Salary or income, investments and insurance amounts Pension and registered savings information Assets and debts Financial information for any business you own.
6
145 Kelsey Dr Suite 100, St John's, NL, A1B 0L2
709-873-6100
I am a Financial Advisor with Sun Life Financial servicing clients throughout Newfoundland & Labrador and helping make their futures BRIGHT! I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. At Sun Life, our advisors look at clients'? needs from every angle and recommend a strategy that will allow them to not only accumulate wealth, but also protect their savings and plan for their long-term health and financial well-being. Get in touch with me to learn more!
7
15 Hamlyn Rd, St John's, NL, A1E 2E2
709-576-8909
At CIBC we are in business to help our clients, employees and shareholders achieve what matters to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Get the expert financial advice you need - along with the information and tools to help you make the right decisions to achieve what matters to you.
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8
#8-10 Rowan St, St John's, NL, A1B 2X1
709-576-8777
At CIBC we are in business to help our clients, employees and shareholders achieve what matters to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Get the expert financial advice you need - along with the information and tools to help you make the right decisions to achieve what matters to you.
9
141 Torbay Rd, St John's, NL, A1A 5B2
709-576-8555
At CIBC we are in business to help our clients, employees and shareholders achieve what matters to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Get the expert financial advice you need - along with the information and tools to help you make the right decisions to achieve what matters to you.
10
215 Water St, St John's, NL, A1C 6C9
709-576-8800
At CIBC we are in business to help our clients, employees and shareholders achieve what matters to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Get the expert financial advice you need - along with the information and tools to help you make the right decisions to achieve what matters to you.
11
709-682-8033
A well thought-out plan for your financial future is an integral part of building the life you want for yourself and your family. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. At Basil’s Financial Services we look at the six disciplines of financial planning such as cash management, estate planning, insurance planning, investment planning, retirement planning, and tax planning. And we include education planning as well if it is a requirement. We offer a complete range of financial services, both to individuals and corporations from Investments to Insurance. The types of insurance that we offer are Life insurance, disability, critical illness, long term care, personal health and dental, Accident/Sickness, and group insurance. We can analyze to see if you’re on the right Insurance package. We have access to a wide variety of Insurance companies from Canada Life, London Life, Manulife, and Great West Life. We have access to offer you Term or Permanent life insurance. We even have no medical life insurance options.The benefits of having insurance is having peace of mind, income asset protection, and preserving your estate for beneficiaries. For lending services we offer Mortgages, loans, and line of credit. Whether you’re buying a home, looking to reduce debt or have a mortgage coming up for renewal, we offer a variety of mortgage solutions with flexible features that can meet your unique needs. Contact us to find out how an expert Mortgage Planning Specialist, and a financial plan can help you provide for the people you care about. We want to know what’s Important to you? Our goal is to put you in the right direction. Remember financial independence don’t depend on your age, or income level, it only depends on you. If one of these items listed below is important to you then you should give us a call for an appointment. Family income protection in case of death, disability or critical illness Preserving your estate for beneficiaries Plan for leisure activities such as travel Plan a major purchase such as a home Ensuring your funds last through retirement Retiring early and comfortably Staying a head of the cost of living Developing a financial reserve Surviving possible unemployment Paying for a child’s education Paying off debts/ mortgage Learning to invest wisely Reduce your income tax Owning your own business Charitable giving Products and plans include: Debt Consolidation Mutual funds RRSPs RESPs Tax-Free Savings Accounts (TFSAs) GICs Annuities Registered Retirement Income Funds (RRIFs) Guaranteed Investment Funds (GIFs) Tax-Advantaged funds Individual Pension Plans Group retirement services Brokerage services Chequing accounts Savings accounts Credit cards
12
10 Factory Lane, 2000, St John's, NL, A1C 6H5
709-725-4072
13
213-446 Newfoundland Dr, St John's, NL, A1A 4G7
709-722-1582
14
4-33 Pippy Pl, St John's, NL, A1B 3X2
709-754-0198
15
255 Major's Path, SUITE 1, St John's, NL, A1A 0L5
709-579-6223
16
140 Water, FLOO 8, St John's, NL, A1C
709-758-5331
17
140 Water, St John's, NL, A1C
709-726-6991
18
33 Pippy Pl, St John's, NL, A1B 3X2
709-576-2776
19
90 Barters Hill, Po Box 7336, St John's, NL, A1E 3Y5
709-579-2056
At Investment Planning Counsel, we're committed to helping you live your dream. Our team of professionals will create a simple and realistic wealth management strategy to help you achieve them.
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