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Johnson & Associates Wealth Management
Proud Member

Financial Planning & Investment

Built on over 30 years of experience in the industry, Johnson & Associates is a family team dedicated to guiding your family through every stage of life. As part of IG Wealth Management, we help individuals and families build, manage, and protect their wealth. With a relationship-first approach and a focus on multi-generational planning, we provide personalized support, from first investments and home buying to retirement and beyond.


304 Stone Road West, Unit 163, Guelph, ON N1G 4W4
519-624-4664

Power Wealth
Proud Member

Financial Planning & Investment

At Power Wealth, we understand the unique challenges that businesses and families face in managing their wealth. With a commitment to exceptional client care with personalized and detailed financial planning, we work alongside our clients to implement comprehensive strategies tailored to their specific needs and aspirations. Whether you're a business owner seeking to optimize your financial strategies or a family aiming to secure financial freedom, we're here to guide you every step of the way. The Power Wealth Team’s dedication to customer service ensures that you receive the attention and ...


Guelph, ON
519-838-8484

RBC PH&N Investment Counsel
Proud Member

Financial Planning & Investment

Grow more than wealthYou want freedom to focus on what matters most to you, and as one of Canada’s premier investment counseling boutiques, we have the expertise to help you.Whether you’re looking for help managing your investments, planning your retirement, protecting what’s important to you or maximizing your legacy, you can expect RBC PH&N Investment Counsel to help you realize your life vision.This all begins with your dedicated Investment Counselor who takes the time to truly understand your unique circumstances and personal goals to provide a wealth management strategy tailored to ...


42 Wyndham St. N, 3rd Floor, Guelph, ON N1H 4E6

Oasis Wealth Design
Proud Member

Financial Planning & Investment

A Legacy of Excellence in Ontario For over 35 years, Oasis Wealth Design has proudly served the Guelph community. Our reputation as a family team offering a wide range of services and products in the financial industry speaks volumes about our commitment to our clients. Before any financial decision is made, we rigorously test each plan to ensure it aligns with your unique circumstances and aspirations. Our Wealth Management Philosophy The reality is that every dollar spent is a lost opportunity elsewhere. That’s why we focus on understanding your wants and desires, aiming to help you ...


200 Edinburgh Rd. N, Guelph, ON N1H 5R9
519-821-9820
800-583-5489

Herr Wealth Advisory
Proud Member

Financial Planning & Investment

Herr Wealth Management is a family financial planning organization that focuses on helping our clients achieve their important financial goals. We give our clients an individual financial plan with the information that they need to confidently make decisions. In our experience with families and business owners, who are growing or prospering, they often work with a number of different professionals to meet their needs before working with us. These professionals often deal with singular aspects of the financial position and consequently provide advice without understanding the client’s whole ...


30 Douglas St, Guelph, ON N1H 2S9
519-837-3880

IG Wealth Management
Proud Member

Financial Planning & Investment

Investors Group is the largest and oldest financial planning company in Canada and we offer financial planning, risk management, investment planning and discount brokerage services.


401-649 Scottsdale Dr, Guelph, ON N1G 4T7
519-836-6320
800-745-0690

Morris & Morris Private Wealth Management
Proud Member

Financial Planning & Investment

The Morris & Morris Private Wealth Management team fully commits our time and expertise in ensuring all your financial planning needs are looked after. We will develop a Personalized Financial Plan for you to ensure the success of your goals, as well as stress testing your plan against many sequence of returns.We will give you sound advice that is understandable and reachable for your personal financial needs. We will meet with you regularly to discuss you immediate goals and longer term objectives and analyze this information to suggest strategies best suited for you.As you go through ...


401-649 Scottsdale Dr, Guelph, ON N1G 4T7
519-836-6320
800-745-0690

Richardson Wealth - Phillips Goodman Wealth Management Group
Proud Member

Financial Planning & Investment

Sophisticated, discretionary wealth management credentials set us apart in the Guelph area.We advise families, business owners, charitable organizations, professionals, retirees and farm families. We simplify our clients' finances and help them prepare for a long, fulfilling retirement followed by tax-efficient, multi-generational wealth transfers.Our clients benefit from an experienced, trustworthy team that delivers comprehensive life and wealth planning solutions. We bring people peace of mind by helping them control what they can and protect what they can't. Richardson GMP Ltd. is the ...


18 Macdonell St, 1st Floor, Guelph, ON N1H 2Z3
519-780-4171
877-780-7735

Scotia Wealth Management
Proud Member

Financial Planning & Investment

Provider of wealth management services - financial planning, investment, estate planning, RSP's, RESP's, stocks, bonds and mutual funds.


210-115 King St S, Waterloo, ON N2J 5A3
800-265-6360

Optim Financial Solutions
Proud Member

Financial Planning & Investment

'At Optim Financial Solutions we understand your world because we provide guidance to busy people like you everyday. We'll identify where you are now and help you uncover what you can achieve with an optimized financial plan to realize your financial objectives.'


I-400 Elizabeth St, Guelph, ON N1E 2Y1
519-780-5448

Richardson Wealth
Proud Member

Financial Planning & Investment


193 Woolwich St, Guelph, ON N1H 3V4
519-827-2900
866-811-4706

Elinesky Schuett Private Wealth of RBC Dominion Securities
Proud Member

Financial Planning & Investment

Elinesky Schuett Private Wealth delivers a world-class wealth planning and investment management service that connects you to your goals and gives meaning to your money. For decades, we’ve specialized in navigating financial complexity and providing tax-efficient wealth solutions for a wide range of individuals, families, farmers, foundations, and corporations. At Elinesky Schuett Private Wealth, we understand the trust our clients have put in us, and we work every day to raise the bar for what you should expect from wealth management.


42 Wyndham St N, 3rd Floor, Guelph, ON N1H 4E6
519-822-2024

CIBC Wood Gundy
Proud Member

Financial Planning & Investment

CIBC Wood Gundy provides full service financial, retirement and estate planning, insurance services and traditional brokerage.


201-42 Wyndham St N, Guelph, ON N1H 4E6
519-883-5330
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