Oshawa Financial
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CIBC
At CIBC, we are in business to help customers, employees, and shareholders achieve what matters to them. We are taking CIBC to the next level of performance to consistently create value for all of our stakeholders.
Scotiabank
Scotiabank provides financial products and services to individuals, small and medium-size businesses, corporations and governments across Canada and around the world.
BMO Financial Group
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OCCU - Oshawa Community Credit Union Limited
has been serving the Region of Durham for over 60 years. OCCU was incorporated in 1939 with 3 staff serving just over 100 members. Since then, we have grown to serving approximately 5000 members across the Region of Durham and have an asset size of approximately $50 million.
Mike Kelly with freedom 55 Financial
My clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining a long term focus, we can forge a partnership and develop a realistic financial plan based on your income needs and time horizons.

