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 Burlington branch teams.

Akl Wealth Management Group 

Phone Number905-332-2637 | Email me | Visit Website

Bradley Wealth Group 

Phone Number905-332-2706 | Email me | Visit Website

Brockie Wealth Management 

Email me | Visit Website

Chabot Wealth Management 

Phone Number905-332-2737 | Email me | Visit Website

Charles Stacey Wealth Management 

Phone Number905-332-2722 | Email me | Visit Website

Dan Brewer

Senior Portfolio Manager

Phone Number905-332-2756 | Email me | Visit Website

Darren Gillis, CIM

Investment & Wealth Advisor

Phone Number905-332-2586 | Email me | Visit Website

Greenham Group Investment Management 

Phone Number905-332-2609 | Email me | Visit Website

Gurtaj Grewal

Investment Advisor

Phone Number905-332-2742 | Email me | Visit Website

Jaiswal Wealth Management 

Phone Number905-332-2594 | Email me | Visit Website

Jankovich Wealth Management 

Email me | Visit Website

Kopas Advisory Group 

Phone Number905-332-2743 | Email me | Visit Website

Kuno Wealth Management 

Email me | Visit Website

Louis Pivar

Senior Portfolio Manager

Phone Number905-332-2582 | Email me | Visit Website

Lyndon Fournier, CIM

Senior Investment & Wealth Advisor

Phone Number905-332-2602 | Email me | Visit Website

Mayank Wadhwa

Investment Advisor

Phone Number905-332-2556 | Email me | Visit Website

Montgomery Wealth Management 

Phone Number905-332-2636 | Email me | Visit Website

Rick Livingstone Wealth Management Group 

Email me | Visit Website

Rocco Rauseo

Portfolio Manager

Phone Number905-469-7052 | Email me | Visit Website

Roland Chalupka

Portfolio Manager

Phone Number905-332-2751 | Email me | Visit Website

Rubino Wealth Management Group 

Email me | Visit Website

Shorer Wealth Management 

Email me | Visit Website

Simun Dugandzic

Investment Advisor

Phone Number647-449-1124 | Email me | Visit Website

Sousa Wealth Planning 

Phone Number905-332-2733 | Email me | Visit Website

Steve Horner, CIM

Portfolio Manager & Wealth Advisor

Phone Number905-332-2603 | Email me | Visit Website

Steve Williams, CIM

Senior Investment Advisor

Phone Number905-332-2599 | Email me | Visit Website

The Aubertin Group 

Phone Number905-332-2581 | Email me | Visit Website

Walker Wealth Management 

Phone Number905-332-2597 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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