Barry Gordon & Associates is a financial institution that focuses on wealth and estate planning.
Capesky Insurance and Wealth Management Inc. is a family-oriented company. The firm takes pride in personalized plans and exceptional customer experience driven by core family values: honesty, integrity, and service to others. The firm specializes in creative tax planning ideas for business owners and helping all people save, plan, and transition into retirement. Contact them today to find out about their exclusive programs and how they can help improve your financial situation today!
The CIBC Building - located at the corner of Simcoe and King in the heart of Downtown Oshawa - offers all of CIBC's flagship products and services, including both personal and commercial banking functions, as well as a CIBC Wood Gundy Investment Centre. CIBC has you covered.
Do you ever find yourself worrying about retirement? Unsure about how much money you'll need? Trying to figure out how all the pieces fit? At Compass Wealth Partners, we can help you adopt a new "retirement-ality" about your future so that you achieve your unique life goals. And help you have a better relationship with your retirement so that you can keep living the life you desire.
Desjardins Financial Security Independent Network is a financial products and services distribution network that focuses on wealth management. Our offices offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you have big plans on the horizon or are dealing with the unexpected, the independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading cooperative financial group in Canada while benefitting from the expertise of our multi-disciplinary team.
Financial planning consultants, financial planning.
Inclusive Accounting is a financial firm that offers a wide variety of services including taxation, accounting, audit and reviews, financial advisory and much more! Check out their website or give them a call today to find out how they can improve you and your business' financial position!
John Simpson is a Certified Financial Planner with over 25 years of experience in the financial services industry. John provides a broad range of financial services to individuals and business owners seeking to maximize their investment opportunities while controlling their risks and minimizing their taxes. His primary focus is on helping people with their financial planning, which include Investments, Insurance, and creating a game plan for your financial goals. He evaluates your current circumstances and identifies your goals and objectives, then creates a bulletproof plan that acts as a road map to help you achieve your financial goals.
Lend Direct has been offering personal loans since 2016, with the hopes of providing dependable service. Their personal lines of credit, loans, and services give hard-working Canadians what they're looking for. You can interact with Lend Direct online or at their location in Downtown Oshawa.
Since 1997, Liberty Tax has franchised over 250 locations across Canada, including one in Downtown Oshawa just for you! Liberty Tax has become a force in the competitive tax preparation market, offering personal and approachable service. Stop in to learn more about Liberty Tax. You might even see their maple leaf mascot around the area!
McDougall Insurance has provided families with quality, credible, and personable insurance for over 70 years. The most important thing at McDougall Insurance is you and your needs. To protect you and the things you care about, To support you, they offer a variety of insurance solutions in many categories. Talk with an advisor at McDougall Insurance today!
This financial organization has years of financial experience. The firms lead - Oladele Shonowo - is a CPA and CMA, and is well equipped to assist you with your unique financial situations.
Rapport Credit Union is a financial institution focused on getting to know their customers. Moreover, Rapport Credit Union wants to provide members with the right financial advice and plan. From loans to chequings/savings accounts, to mortgages, to financial planning and investment management, Rapport Credit Union is here to enable you to live the life you desire. Contact them and join their financial institution today.
RBC Wealth Management's Downtown Oshawa branch is here to provide you with trusted advice and wealth management solutions. Serving individuals, families, and institutions, this branch can assist you with portfolio management, financial planning, estate and tax planning, and risk management. RBC Dominion Securities is committed to earning your trust, putting your interests first. To help you reach a financial goal or financial solution, connect with RBC Dominion Securities.
Scotiabank has a branch in Downtown Oshawa to serve your banking needs. Scotiabank can financially assist you with bank accounts, credit cards, mortgages, loans, investments, insurance, and much more. Stop by Scotiabank to chat with an advisor today.
UEI Financial is a division of Reliance Comfort Limited Partnership. At UEI Financial their mission is to provide HVAC Dealers with financing and competitive rental solutions that make essential HVAC products affordable for homeowners.
Personal & Business Tax Returns, Bookkeeping, Financial Planning
YourMoney101 is a full service financial offering income tax preparation, mortgages, insurance, and investments. Our focus is to show you where to invest where affluent Canadians invest so they create lifetime tax-free income, survivor benefit, and generational wealth.
Welcome to the Downtown Oshawa business directory! We invite you to explore all the wonderful shops, eateries and various services that call downtown home.