Caldwell Securities

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Pension Specialists IPC Securities in Whitby, ON, prioritizes personalized financial guidance, offering tailored advice for pensions, retirement income, and estate planning. Led by experienced advisors Shelley Johnston and Michael Leonardelli, their client-centered approach ensures respect and flexibility to meet diverse needs and preferences. Emphasizing the importance of communication and engaged relationships, team members work to adapt financial strategies based on individual client circumstances and evolving life milestones. Through their commitment to delivering valuable insights, they aim to empower clients with confidence and peace of mind regarding their financial future. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.