4 Best Gold IRA Investment Companies Near Me in Milton, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Emil Matacz – Financial Planner – Canfin Financial Group – Milton
ADDRESS: 358 Leitch Landing, Milton, ON L9T 7M5, Canada
NUMBER: +1 647-778-8209
SERVICES: Wealth management, Business Solutions, Consulting Services, Financial Planning, Health Plans, Individuals Insurance, Investment Portfolio, Life Insurance Advisor, Management Consulting Services, Retirement Plans, Tax Preparation, Wealth Creation, Wealth Management, Wealth Preservation
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 3:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Emil’s expertise has been invaluable for both current tax preparation, and financial planning for future years with a keen eye to helping us meet our financial goals. He builds trust quickly with his approach and engages easily in conversations that help us truly understand the complexities of our financial situation. He shares our financial vision and his knowledge has been invaluable to us! – Jodie Schnurr
REVIEW #2 – Emil, is a knowledgable and more importantly nurturing advisor, that develops a comprehensive solutions that fits your specific needs.
He was responsive to my questions, provided me with detailed financial considerations, and in contrast to others, did not appear to be pushing any product or service on me. Further, dealing with sensitive information can be very challenging, as I am not necessarily comfortable sharing my personal financial data. However, he was very professional and provided a no pressure environment where I felt comfortable to investigate, share and elevate my understanding. With my questions answered, only then did he provide effective, customized solutions to my targeted needs. I appreciate that service.
If you are looking for an experienced and thorough advisor, than look know further than Emil! – Anton James
REVIEW #3 – Emil Matacz is a definite recommendation for any wealth related advice. Emil breaks down complex reality in a simplified form by recommending the most optimized wealth products to his clients. I am really thankful to Emil for all his support. 👏🏼 – Shashank Dhariyal
REVIEW #4 – Emil takes the time in knowing the people he deals with and shares his experiences with others to best advice that meets their needs. – Athar Afzal
REVIEW #5 – Emil is handling my retirement portfolio and I am extremely happy to have such professional and knowledgeable Financial Planner! Great job Mr. Matacz!!👍👍👍 – Alex Odolczyk
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Edward Jones – Financial Advisor: Adnan Ganiwalla, CEA®
ADDRESS: 310 Main St E Suite 103, Milton, ON L9T 1P4, Canada
NUMBER: +1 289-514-2309
SERVICES: Wealth management, Brokerage Accounts, Education Savings Plan, Group Plans, Investing Strategies, Investment Advisors, Registered Education Savings Plan
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Adnan for my investment and retirement planning for close to 2 years, and I couldn’t be more pleased with the results. He has taken the time to understand my financial goals and risk tolerance, and have built a well-balanced portfolio that has shown excellent growth.
What I really value is Adnan’s s clear communication and professionalism and how he breaks down and explains complex financial concepts in a way that’s easy to understand, and I always feel confident in the strategies we’re pursuing. Thanks to his guidance, I feel secure and optimistic about my retirement.
I highly recommend Adnan to anyone looking for a trusted financial advisor who truly delivers results. – Raul Fernandes
REVIEW #2 – My wife and I switched to Adnan for financial advice 9 months ago. What impressed us most, and found refreshing, is that he listened and asked questions to truly understand us as people, our needs and goals. Only then did he formulate a plan. While a part of Edward Jones, we feel we have a custom plan designed specifically for us. After each review meeting, we always leave with a very clear picture of our financial position and the opportunities that are available to us. Most importantly, Adnan has a unique ability to explain complex financial concepts in an easy-to-understand manner, and takes the time to do so. When deciding to make portfolio changes, my wife and I are making the financial decision with no pressure, but it’s with total confidence in the advice Adnan provides. We’re sticking with Adnan, and highly recommend him to others. (P.S. assistant Shahnaz is a pleasure to work with as well). – Clarence Poirier
REVIEW #3 – I have been working with Adnan to build my investment portfolio for almost two years now. I was recommended to him by my brother because I didn’t know where to begin or what gaols to set up financially.
Adnan knows what he is doing and he is good at what he does which is why I trusted him to guide me on the financial decisions to make that suited my profile best. Because of this I’m on track to reaching my goals, as well as being in a good place for retirement. I would highly recommend Adnan whether you know what your financial goals are or even if you don’t. It’s been a great experience so far working with him. – Maleeha
REVIEW #4 – Adnan has been our Financial Advisor for the past three years, and we couldn’t be happier with the results. He took the time to understand our financial goals, and built a portfolio that delivers even when the markets looks grim!
What I value most is how Adnan’s explains complex financial concepts in a way that’s easy to understand. He listens and provides guidance that makes me feel secure and optimistic about retirement.
I wholeheartedly recommend Adnan to anyone looking for a trusted financial advisor who truly delivers results. Truly the best! – Murtaza Mohamedali
REVIEW #5 – We feel incredibly fortunate to have found such an outstanding financial advisor. Adnan at Edward Jones has been nothing short of exceptional from day one.
He took the time to truly understand our goals, priorities, and concerns, and created a personalized financial plan that gave us both clarity and confidence. What we appreciate most is how clearly he explains complex financial concepts—always patient, never rushed, and making sure we feel comfortable every step of the way.
Adnan’s responsiveness and attention to detail are truly impressive. He is always available to answer questions, proactively provides thoughtful advice, and consistently goes above and beyond to ensure we are on the right track.
What sets him apart is his genuine care and integrity. We never feel like just clients—he treats us like partners and is fully invested in our long-term success.
Thanks to Adnan, we feel more secure, organized, and optimistic about our financial future. We highly recommend him to anyone looking for a knowledgeable, trustworthy, and dedicated financial advisor at Edward Jones. – Sukaina Keshavji
Edward Jones – Financial Advisor: David J Illingworth, CFP®|CEA®
ADDRESS: 310 Main St. East, Trafalgar Ct Suite 103, Milton, ON L9T 1P4, Canada
NUMBER: +1 905-864-9912
SERVICES: Education Savings Plan, Investing Strategies
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David is an extremely professional and very approachable person. We met with him, went over our current and future needs and together we came up with a plan going forward. We have been very happy with his and our investment performance. Part of our requirements involved an inheritance and estate planning going forward. His knowledge of estates and tax planning is excellent. We meet twice a year to review and plan ahead which is always a calm and easy meeting. He listens and applies no pressure. I have recommended David to a number of people and they continue to be very happy with him as well. – James Snow
REVIEW #2 – I’ve had the pleasure of working with David as my financial advisor for the last 7 years and he also worked with my mother and grandmother before they passed away. David has been so fantastic to work with as a young adult because he takes the time to explain why he is suggesting certain financial strategies and also answering questions I had about investment vehicles like mutual funds and ETFs. One of the things I appreciate most is that he helps ease concerns I had about short term changes in the market and remind me that most of the money I have invested will not need to be taken out until I am ready to retire. David helped me with financial planning through COVID when I decided to leave my job, through getting married and buying a house, and through some very difficult personal circumstances when my mother passed away. I would highly recommend David to anyone looking for a knowledgeable, compassionate, and highly skilled financial advisor – and especially to any young adults looking to plan for their future. – Katherine O’Hearn
REVIEW #3 – David Illingsworth at Edward Jones is a fantastic Financial Advisor, I have had the pleasure of being David’s client for over 5 years, he devised a plan that catered to my needs of working towards my retirement, he is trustworthy, and informative. The twice a year meetings where the progress is explained simply to me, are arranged at my convenience, should I have a question in between those meetings, David is very easy to connect with.
I highly recommend him!! – Andrea
REVIEW #4 – I have known David in a professional capacity for several years often referring my clients to him for all their retirement and estate planning needs. Recently, I have become a client of his to mange my own personal portfolio and I couldn’t be happier. David utilizes a planning first approach centred around tailored advice for my short and long term goals. He has ensured I have a clear understanding of all his recommendations and regularly follows up to review my portfolio’s performance.
David is by far one of the most through and knowledgeable advisors I have had the pleasure of working with and being a client of. I highly recommend David and will continue to recommend my friends, family and clients to him. – George Bajoon
REVIEW #5 – We’ve worked with David for years and cannot recommend him highly enough. Dave has been instrumental in helping us navigate every major financial decision in our lives – from creating a full financial plan tailored to our goals, to guiding us through the complexities of our home sale when we relocated to the United States.
What sets Dave apart is his trustworthy, no-pressure approach. He takes the time to truly understand your situation and provides professional guidance without ever making you feel rushed into decisions. Whether we needed advice on investing strategies, restructuring our accounts, or understanding how to handle major life changes, Dave has always been there as a knowledgeable resource.
When we moved to the U.S., Dave went above and beyond by introducing us to a highly reputable local advisor to ensure continuity in our financial planning. This kind of care and attention is exactly why multiple family members and friends also use his services.
Dave has helped us with everything from day-to-day investment decisions to complex situations involving property sales and major financial transitions. His expertise and genuine commitment to his clients’ best interests make him an invaluable partner in financial planning.
We will continue to work with Dave and wouldn’t hesitate to refer anyone looking for a dedicated, knowledgeable financial advisor. – Dustin Graham
Fennelow Financial Solutions Inc
ADDRESS: 450 Bronte St. S #203, Milton, ON L9T 8T2, Canada
NUMBER: +1 289-851-6588
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Angela Fennelow is absolutely fantastic and very patient. She answered all my questions and helped me in so many ways I have never thought of. If you want to work with a professional, please do not hesitate to contact her. Thank you Angela – Heba Ahmed Malki
REVIEW #2 – Angela is a pleasure to work with. She understands her client’s and provides customized advice to match needs. – Fahad Jahangir
REVIEW #3 – Always available to answer any questions that I have and answers honestly. She is someone that I trust with my financial needs now and for the future. – Sandi Burdick
REVIEW #4 – Friendly and helpful. Really pleased with my decision to use Fennelow Financial. – Edward Evensen
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