Financial

Business Banking services include:

Business Accounts and Plans
Our comprehensive lineup of accounts and plans offer the flexibility and convenience that will help your business manage its everyday banking needs.

Borrowing
Find out more about mortgages, loans, credit cards and financing alternatives. Realize your borrowing objectives and operating needs with our family of lending products.

Investments
Achieve your investment goals with solutions from BMO Financial Group. From traditional term investments to mutual funds, we offer a range of product options designed for you and your business – now and in the future.

Business Sectors
Take advantage of our knowledge of your unique business sector. Find out how you can leverage our know-how to reach your specialized goals.

Cash Management
Let us help you manage your cash flow. Collect, pay and report using one of our cash management solutions.

BMO Capital Corporation
Achieve your growth objectives through a variety of subordinated debt and quasi-equity based products.

Online Banking
Pay bills, pay & file taxes, transfer funds and download statement information using online banking for business. Discover just how easy it is to use.

Visit the website or in person to learn more about their personal and business-banking solutions.

Everyday Banking
Chequing & Savings
VISA Cards
How to Bank with CIBC
Newcomers to Canada
Kids & Students

Borrowing
Mortgages
Loans & Lines of Credit

Investing
Investing at CIBC
GICs
Mutual Funds
Portfolio Solutions
Principal Protected Notes
Retirement – RRSPs, RRIFs
Education – RESPs
Tax-Free Savings Accounts
Self-Directed Brokerage

Financial Planning
Investment Solutions
Retirement Planning
Life & Wealth Protection
Milestones & Purchases
Tax Planning

Investing Choices
Portfolio Services
Stocks
Options
Bonds
GICs
Mutual Funds
Alternative Investments
Structured Notes
Insurance & Annuities

Whatever your mortgage needs, we will seek out the best options for your situation and guide you through the lending process!

Our only business is to arrange mortgage financing. Our promise is to find, at no cost to you, a mortgage tailored to your needs.

We will shop and compare to find you the best rates and terms possible with knowledgeable advice and fast, courteous service.

Peter Skoretz, FCSI, FMA, Financial Advisor,  can assist you and your family with: Registered Retirement Saving Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Education savings: learn about your education savings options & compare different plans, Investments: learn the basics of stocks, mutual funds, and fixed-income investments. Edward Jones representatives also offer complimentary portfolio reviews, cash management, Insurance Online Account Access, Tax-Free Savings Accounts.

Life Insurance Agents for Edward Jones Insurance Agency.

This business is one of the 400 members of the Burlington Downtown Business Association. A vibrant and colourful neighbourhood, Downtown Burlington is the first choice for goods, services and amenities.

You will be dazzled by the diversity, impressed with the environment, spoiled by the service and warmly welcomed wherever you wander.

We provide working capital for growing companies using alternative financing.  We are the trusted name for accounts receivable factoring in Canada.  Our invoice factoring company offers competitive low rates and 24 hour financing.

Trusted financial advice for your life.

For over 30 years, HollisWealth has been protecting and growing the wealth of our clients.

As an independent wealth management firm, we pride ourselves on having both the autonomy and the resources to tailor our services to each client’s precise situation.

We offer financial planning and assistance with RRSPs, TFSAs, RESPs, RRIFs, LIFs, Mutual Funds, ETFs, GICs, Segregated Funds as well as Estate, retirement and succession planning.

For personal service, call us at: 905-681-6329.

What we offer:

Investment Solutions

We offer an array of investment solutions – one of the IG Living Plan’s key components. The strength of our global investment philosophy is rooted in active asset management, providing investors with exclusive access to leading edge products and institutional quality investments, many not typically available to the individual investor. Learn more.

Guaranteed Investment Solutions

Guaranteed Investment products can help compliment an investor portfolio, whether you are looking for short-term solutions, a safe haven in times of market volatility or saving for a specific goal. We have the products to meet these specific needs. Learn more.

Brokerage Services

Investors Group Securities Inc. offers personalized brokerage services and products ranging from common and preferred stocks listed on major North American stock exchanges, GICs, strip bonds, bankers’ acceptance and commercial paper, bonds and debentures (federal, provincial and corporate), Government of Canada treasury bills and U.S. denominated bonds and treasury bills. Learn more.

Depending on your situation and experience, your needs as a mortgage consumer will differ, however one thing remains constant, as either a first-time homebuyer or a repeat buyer you need the guidance of a professional to get you the best product and rate to suit your needs.

For First Time Buyers, mortgage advice and information is not just important, it is critical. Timely and accurate mortgage advice, the right products to select from, can be a boon to the enjoyment of your first purchase as a family home and lifetime investment. There is no reason to rush the purchase of your first home – remember, it is also an investment in your life and lifestyle.

As a Repeat Buyer, you need to know that your options are extensive. With a changing mortgage marketplace, you need to be kept up to date so that you can make a decision that is tailored to your current situation with the flexibility that you require.

This business is one of the 400 members of the Burlington Downtown Business Association. A vibrant and colourful neighbourhood, Downtown Burlington is the first choice for goods, services and amenities.

You will be dazzled by the diversity, impressed with the environment, spoiled by the service and warmly welcomed wherever you wander.

Serving the Burlington community since 1982, Metherell Financial. is an independent, successful and innovative company that takes a low-key, straightforward approach to financial planning. We are unique in the industry, offering a team approach to managing your money. We value personal service, customer relationships and mutual trust above all else.

Stop in or call to book an appointment to find out more.

Also see online:

• Online Mortgage Application
• Mortgage Refinancing
• Loans
• New Buyers
• Mortgage Calculator
• Amortization Chart

Think about what kind of house you want

Our location provides the flexibility for us to meet your financial needs, including: expanded business hours including Thursday evenings and Saturdays, greater accessibility and convenience including some onsite parking. Mortgage Specialists and an Investment and Retirement Planner meet with you where and when it is convenient for you.

Business Services
The Scotiabank Group offers a full range of services to small, mid-sized and large businesses. From corporate & investment banking services, to mid-sized business solutions, our professionals can help your business realize its full potential.

Helping your business…

With more branches, longer hours and any-branch banking, you can do your business banking when and where you want. Browse our website or, use the Contact a Small Business Advisor link online to reach a TD Canada Trust Small Business Advisor in your neighbourhood. Our experts understand your unique needs and provide one-on-one service and advice.

We are a financial planning and insurance business. We cover life, living benefits, health, dental and medical insurance.