Overview

Powervest Financial is an independent financial planning firm servicing Kitchener, Waterloo, Cambridge, Guelph and the Greater Toronto Area. We specialize in delivering a comprehensive and integrated approach to all aspects of each client's financial situation. The term “Independent” means that we do not work exclusively for one company, this helps to distinguish us from employees of banks or insurance companies, who are restricted by their employer. As an Independent firm, we provide personal financial advice that is free of bias or preconceived solutions and is tailored to our clients personal needs. We offer: - Wealth Management and Retirement Planning - Banking and Cash Flow Management - Estate and Tax Planning - Group Health, Dental and Pension Plans - Business Continuation & Succession - Insurance and Risk Management Mutual funds provided through Sterling Mutuals Inc. We are committed to building long term relationships and earning the highest level of trust from our clients and their families through our actions. We guarantee a level of service that is unrivaled in the financial service industry. Our goal is to treat our clients as if they were a member of our family. We take the time to help you understand the entire financial planning process. The more you know about financial planning, the more likely you are to reach your financial goals. Educating our clients is part of the Powervest Financial Planning Process. Powervest carefully considers your dreams, goals and concerns in order to implement a holistic financial plan, so that you have peace of mind about your hard-earned money and financial future. We work hard to support the local economy and believe that if everyone works to enhance the community each individual within that community will benefit. “Mutual funds provided by Sterling Mutuals Inc. and Insurance provided by “Financial Horizons Group”.