Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Waterloo branch teams.

Allain Wealth Management 

Email me | Visit Website

Asad Raza, BA, CFP, CIM®

Portfolio Manager & Wealth Advisor

Phone Number519-747-3949 | Email me | Visit Website

Bennett Wealth Management 

Phone Number519-747-6953 | Email me | Visit Website

Connor Farrell, BA (Hons)

Investment Advisor

Phone Number519-747-8407 | Email me | Visit Website

Davidson Professional Wealth Management 

Phone Number519-747-1667 | Email me | Visit Website

Elizabeth Duranyik, CFP

Investment Advisor

Phone Number519-747-1333 | Email me | Visit Website

Henderson Family Wealth 

Phone Number519-747-6928 | Email me | Visit Website

Kitchen Wealth Management 

Phone Number519-747-9015 | Email me | Visit Website

Lorkovic Wealth Management 

Phone Number1-800-265-8720 | Visit Website

Luke Charbonneau, CFA

Investment Advisor

Phone Number519-747-1653 | Email me | Visit Website

Patel Advisory Group 

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Philip Pfeifer

Investment Advisor

Phone Number519-747-8430 | Email me | Visit Website

Rick Smerchinski, CA, CPA, CFA

Senior Portfolio Manager & Wealth Advisor

Phone Number519-747-1334 | Email me | Visit Website

Ronald J. Wilcock

Portfolio Manager & Wealth Advisor

Phone Number519-747-5982 | Email me | Visit Website

Ross Hodgson, MBA, CIM

Investment Advisor

Phone Number519-747-1774 | Email me | Visit Website

Strayer Wealth Management 

Phone Number519-747-4820 | Email me | Visit Website

The Knapp Group 

Phone Number519-747-7769 | Email me | Visit Website

The MacNaughton Lynch Group 

Phone Number519-747-4368 | Email me | Visit Website

The Simpson/Caputo Group 

Phone Number1-866-989-0997 | Email me | Visit Website

Tony Broxterman

Senior Investment Advisor

Phone Number519-747-7137 | Email me | Visit Website

Tyler Ford

Investment Advisor

Phone Number519-747-8692 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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