Financial
Planning

Compare detailed information about financial planning professionals in Durham Region. Services include planning for estates, retirement, education, and investments.

Related:  Insurance Brokers  ♦  Traders

Peter Laba – GP Wealth Management

Financial Planner

Peter Laba has worked in financial services for over 30 years which has given him the breadth of experience to address all of his clients’ needs, goals, estate and tax planning, as well as investment and retirement planning. His extensive involvement in his community, speaks of his desire to help not only his clients, but those in his community as well.

3000 Garden Street, Suite 210, Whitby, Ontario L1R 2G6  |  MAP
Phone:  905.430.4997 ext. 222
Email:  plaba@gpwealth.ca
Website:  http://peterlaba.gpwealth.ca

Services Offered:  Financial Planning  |  Estate Planning  |  Retirement Planning  |  Education Planning  |  Tax Planning  |  Mutual Funds

Zehra Mahoon

Financial Planner

Are you eager to take command of your own finances? If so, you’ll want to meet with me as your Investors Group Consultant to discuss the basics and ensure that you have a high level of confidence in your financial decision-making. Allow me to help define your goals, focus your options, and understand recommended actions for every stage of your life.

111-1614 Dundas Street East, Whitby, Ontario  |  MAP
Phone:  905.434.5371, ext. 588
Email:  zehra.mahoon@investorsgroup.com
Website:  www.investorsgroup.com/zehra.mahoon

Services Offered: Financial Planning  |  Retirement Planning  |  Estate Planning  |  Education Planning  |  Tax Planning  |  Mutual Funds

Leslie Edmunds

Financial Planner

On a personalized one-to-one basis I offer services in all 6 Pillars of Financial Planning:  1. Retirement Planning  2. Estate Planning  3. Tax Planning  4. Cash Management  5. Investment Planning  6. Insurance Planning

111-1614 Dundas Street East, Whitby, Ontario  |  MAP
Phone:  905.434.8400
Email:  leslie.edmunds@investorsgroup.com
Website:  www.investorsgroup.com/leslie.edmunds

Services Offered: Financial Planning  |  Retirement Planning  |  Estate Planning  |  Education Planning  |  Tax Planning  |  Mutual Funds

Annex Financial Planning

Financial Planning

25 Colborne Street West, Oshawa, Ontario  |  MAP
Phone:  905.728.5540
Email:  info@annexfinancial.ca
Website:  www.annexfinancial.ca

Assante Financial Management

Financial Planner

200 Bond Street West, Oshawa, Ontario  |  MAP
Phone:  905.434.2469
Email:
Website:  www.assante.com