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A local guide from Daily DurhamDurham Region, Ontario
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333 listings · page 18 of 28

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Financial Planners

MC Wealth Management

MC Wealth Management is an independent wealth-management firm based at 50 Commercial Avenue, Suite 200, in Ajax. The firm is led by owner and president Deborah L. McCulloch, B.Comm., CPA, CMA, CFP and RIS, a Certified Financial Planner. Published services include financial planning, investments, and insurance. The firm offers a free initial consultation and can be reached on its office line at 905-427-4406 (direct line 905-427-4408, toll-free 1-844-427-4406). The firm's website does not publish office hours, so none are stated here.

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Insurance Brokers

Meadwell Mowat & Fennell

Meadwell Mowat & Fennell is listed in Durham Region's business dataset at Unit 1, 413 Dundas Street East, Whitby, Ontario. Its recorded business activity is insurance agencies and brokerages. Contact the business to confirm current services and hours.

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Banks & Credit Unions

Meridian Credit Union – Courtice Branch

Meridian Credit Union's Courtice branch at 1416 King St. E. (at Townline Rd and King St) offers personal and business banking, mortgages, investments, financial planning and small business advisory, with a drive-thru ATM on site. Hours: Monday to Wednesday 9:30am to 5:00pm; Thursday 9:30am to 7:00pm; Friday 9:30am to 5:00pm; Saturday 9:30am to 3:00pm; Sunday closed. Phone (905) 571-7770.

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Banks & Credit Unions

Meridian Credit Union – Pickering Branch

Meridian Credit Union's Pickering branch is at 1550 Kingston Rd, Unit 25, Pickering. As a credit union, Meridian offers products and services similar to a big bank with a more personal touch; the Pickering team includes mobile mortgage specialists, a senior financial planner, an investment specialist and a senior small business advisor. The branch has an on-site ATM and offers appointment booking for in-person advice. Published branch hours: Monday to Wednesday 9:30 a.m. to 5:00 p.m., Thursday 9:30 a.m. to 7:00 p.m., Friday 9:30 a.m. to 5:00 p.m., Saturday 9:30 a.m. to 3:00 p.m., Sunday closed (holiday hours may vary).

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Insurance Brokers

Mike Trevett – Desjardins Insurance Agent

Mike Trevett operates Trevett Insurance and Financial Services Incorporated from 12 Silver St in Bowmanville. The agency offers auto, home and property, life, living benefits, and business insurance. Hours: Monday to Friday 9:00am to 5:00pm; weekends and after hours by appointment. Phone 905-623-4865.

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Insurance Providers

Mitch Insurance

Mitch Insurance is listed in Durham Region's business dataset in Whitby, Ontario. Its recorded business activity is insurance agencies and brokerages. Contact the business to confirm current services and hours.

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Bookkeeping

MMS Accounting & Bookkeeping

MMS Accounting Corporation has supported small and medium-sized businesses since 1991 with accounting, bookkeeping and tax consultation services, led by Certified Professional Business Advisor Frank Sadik Azzawe. Its Ajax office at 2-157C Harwood Avenue North, Suite 329, offers bookkeeping and cloud bookkeeping, payroll (including ROE, WSIB and T4 handling), cash flow management, corporate tax planning and return preparation, year-end financial statements, budgeting and forecasting, GST/HST return filing, bank and credit card reconciliation, CRA correspondence and audit support, business registration and incorporation, and virtual CFO and financial controller services for smaller firms.

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Accounting

MMS Accounting & Bookkeeping Services

MMS Accounting & Bookkeeping Services is listed in Durham Region's business dataset at Unit 2C, 157 Harwood Avenue North, Ajax, Ontario. Its recorded business activity is offices of accountants. Contact the business to confirm current services and hours.

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Financial Services

Money Bees Financial Technology Ltd.

Money Bees Financial Technology Ltd. is listed in Durham Region's business dataset at 190 Harwood Avenue South, Ajax, Ontario. Its recorded business activity is all other financial investment activities. Contact the business to confirm current services and hours.

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Banks & Credit Unions

Money Mart

Money Mart is listed in Durham Region's business dataset at Unit 3, 1360 Kingston Road, Pickering, Ontario. Its recorded business activity is other depository credit intermediation. Contact the business to confirm current services and hours.

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Financial Services

Money Mart

Money Mart is listed in Durham Region's business dataset at Unit 5, 65 Kingston Road East, Ajax, Ontario. Its recorded business activity is consumer lending. Contact the business to confirm current services and hours.

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Mortgage Brokers

Mortgage Architects

Mortgage Architects is listed in Durham Region's business dataset at 641 Kingston Road, Pickering, Ontario. Its recorded business activity is mortgage and non-mortgage loan brokers. Contact the business to confirm current services and hours.

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