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Welland’s Business Directory

Financial Institutions

BDO Dunwoody Limited
163 Division Street, 2nd Floor,
Welland,Ontario,L3B 3V6
Tel.: (905) 735-6433   
Fax: (905) 735-6514
E-Mail: EMail
Website: WebSite
Contact: Mr.  David  Ponting,  Vice President
                 Mr.  Chris  Mazur,  Senior Vice President
Number of Employees: Part Time:  3
Estab: 1949
Financial recovery services and trustee in bankruptcy.
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BMO Bank of Montreal
800 Niagara Street North,
Welland,Ontario,L3C 5Z4
Tel.: (905) 735-7723   (905) 735-7461
Fax: (905) 732-6491

Website: WebSite
Contact: Mr.  Chuck  Monger,  Branch Manager
Number of Employees: Full Time:  4 Part Time:  8
Estab: 1913
Services offered in:   English,    French
Full range of banking and financial services. Full time Financial Planner on staff.
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Caisse Populaire Welland Limitée
637 Niagara Street, Unit 1,
Welland,Ontario,L3C 1L9
Tel.: (905) 735-3453   
Fax: (905) 732-0362
E-Mail: EMail
Website: WebSite
Contact: Ms.  Sylvie  Cloutier,  General Manager
Number of Employees: Full Time:  31 Part Time:  8
Estab: 1946
Financial institution - Credit Union.
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CIBC
800 Niagara Street North,
Welland,Ontario,L3C 5Z4
Tel.: (905) 735-7744   
Fax: (905) 735-6354
E-Mail: EMail
Website: WebSite
Contact: Mrs.  Melissa  DiFrancesco,  Branch Manager
Number of Employees: Full Time:  10
Estab: 1975
Financial services.
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CIBC
22 King Street,
Welland,Ontario,L3B 3H9
Tel.: (905) 735-5653   
Fax: (905) 732-1463

Website: WebSite
Contact: Ms.  Erin  Lambert,  Manager
                 Mr.  Antonio  Stoyanov,  Sr. Financial Service Small Bus
Number of Employees: Full Time:  3 Part Time:  2
Estab: 1876
Financial planning and banking services.
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CIBC
200 Fitch Street,
Welland,Ontario,L3C 4V9
Tel.: (905) 735-1450   
Fax: (905) 735-6160
E-Mail: EMail
Website: WebSite
Contact:  Erin  Lambert,  Branch Manager
Number of Employees: Full Time:  7 Part Time:  3
Estab: 1967
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Citi Financial
21 Seaway Drive,
Welland,Ontario,L3C 7J5
Tel.: (905) 788-2224   
Fax: (905) 788-9448

Website: WebSite
Contact: Mr.  Sean  Daley,  Branch Manager
Number of Employees: Full Time:  6
Estab: 1987
Financial lending institution.
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Credential Securities Inc.
247 East Main Street,
Welland,Ontario,L3B 3X1
Tel.: (905) 714-1444   
Fax: (905) 714-1333
E-Mail: EMail
Website: WebSite
Contact: Mrs.  Linda  Larouche,  CSI Branch Manager
Number of Employees: Full Time:  2
Estab: 1998
Full service brokerage, investments and financial planning.
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Edward Jones Investments
447 Niagara Street North, Unit 4,
Welland,Ontario,L3C 1G1
Tel.: (905) 714-4313   
Fax: (905) 714-7939
E-Mail: EMail
Contact: Ms.  Amber  Deegan,  Branch Manager
Number of Employees: Full Time:  2
Estab: 2005
Working Together to Help Achieve Your Financial Goals. It’s about more than just making money - we understand why you’re investing. You have specific financial goals and the desire to provide for yourself and your loved ones. That’s why, at Edward Jones, all of our energy and resources are dedicated to helping your reach your long term goals.
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FirstOntario Credit Union
840 Niagara Street North,
Welland,Ontario,L3C 1M3
Tel.: (905) 685-5555   (905) 732-0978
Fax: (905) 732-0095
E-Mail: EMail
Website: WebSite
Contact: Mr.  Gary  Iggulden,  Branch Manager
Number of Employees: Full Time:  7 Part Time:  2 Seasonal:  2
Estab: 2000
Credit union.
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Future Mortgage Group Inc.
232 East Main St,
Welland,Ontario,L3B3W9
Tel.: (905) 290-0456   (647) 606-1187
Fax: (888) 550-6922
E-Mail: EMail
Website: WebSite
Facebook: Facebook
Twitter: Twitter
Public Wifi: NO
Contact: Mr.  Hari  Sreedharan,  
Number of Employees: Full Time:  40
Estab: 1995
Centum Future Mortgage Group Inc is your top choice in GTA, ON for mortgages that fit your needs. Ready to make your dreams of property ownership a reality? Finding the right mortgage loan will be a critical part of your real estate transaction. If you’re considering a purchase in Welland, ON call the professional mortgage brokers at Centum Future Mortgage Group Inc.
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Glavac Financial Planning Services
75 Lincoln Street West, Unit 3,
Welland,Ontario,L3C 5J3
Tel.: (905) 788-1356   (877) 212-2680
Fax: (905) 788-3433
E-Mail: EMail
Website: WebSite
Contact: Mr.  A.R (Andy)  Glavac,  Certified Financial Planner
                 Mrs.  Jeanne  Glavac,  VP-Administration
Number of Employees: Full Time:  4
Estab: 1986
Financial planning, estate planning, wealth management, RESP, RRSPs, RRIF, segregated funds, life insurance and critical illness.
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HollisWealth
449 Thorold Road,
Welland,Ontario,L3C 3W7
Tel.: (905) 735-5555   
Fax: (905) 735-5553
E-Mail: EMail
Website: WebSite
Public Wifi: NO
Contact: Mr.  Roman A.  Groch,  Certified Financial Planner
Number of Employees: Full Time:  4
Estab: 1998
Financial planning.
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King Prior Financial Services Inc.
707 East Main Street,
Welland,Ontario,L3B 3Y5
Tel.: (905) 788-9966   
Fax: (905) 788-3343
E-Mail: EMail
Contact: Mr.  Richard  Prior,  President
Number of Employees: Full Time:  4 Part Time:  1
Estab: 1993
Insurance and financial services.
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Lifestyle Wealth Inc.
190 Division Street,
Welland,Ontario,L3B 4A2
Tel.: (905) 732-1640   
Fax: (905) 732-1397
E-Mail: EMail
Website: WebSite
Contact: Mr.  Steve  Talosi Jr.,  Financial Advisor/Owner
Number of Employees: Full Time:  2 Part Time:  2
Estab: 2000
Financial Planning for individuals and families. Products include: GIC’s, Mutual Funds, Segregated Funds, Annuities, Life, Disability and Critical Illness Insurance. Offering Tax Preparation, RRSP’s RRIF’s, LIRA’s, LIF’s, TFSA’s, RESP’s and RDSP’s.
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Manulife Securities Inc.
800 Niagara Street North,
Welland,Ontario,L3C 5Z4
Tel.: (905) 734-4155   
Fax: (905) 734-4857

Website: WebSite
Public Wifi: NO
Contact: Mr.  Tim  Robb,  Branch Manager
Number of Employees: Full Time:  3
Estab: 2003
Wealth Creating Products: Mutual Funds, Investments, Stocks, Bonds. Insurance Products/Services: Life Insurance, Estate Planning, Group Health Benefits, Critical Illness and Longterm DisabilityTax Reducing/Deferral Plans: RRSPs, RRIFs, RESPs, Portfolio Reviews, Withdrawal Plans
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Meridian Credit Union Limited
610 Niagara Street North,
Welland,Ontario,L3C 1L8
Tel.: (905) 732-7372   
Fax: (905) 732-2558

Website: WebSite
Contact: Mrs.  Geri  Morrone,  Branch Manager
Number of Employees: Full Time:  12 Part Time:  5
Estab: 1945
Meridian Credit Union is the largest Community Credit Union in Ontario serving 88,000 members in Niagara with a range of savings, loans, mutual funds and other financial services. Membership at the Credit Union is open to all residents and businesses.
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Money Mart
545 Niagara Street,
Welland,Ontario,L3C1L7
Tel.: (905) 735-2274   
Fax: (905) 687-7712

Website: WebSite
Contact: Ms.  Crystal  Lewis,  Manager
Number of Employees: Full Time:  3
Estab: 2000
Payday Loans, cheque cashing, pre-paid Visa, buy gold/silver, EasyTax, Money Orders, Western Union, bill payments, Foreign Currency Exchange.
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Mortgage Centre, The (c/o RDM Financial Consultants Ltd.)
544 Niagara Street,
Welland,Ontario,L3C 6M5
Tel.: (905) 732-2115   
Fax: (905) 732-2475
E-Mail: EMail
Website: WebSite
Contact: Mr.  Robert  MacDonald,  President
                   Tom  Johnson,  Mortgage Agent
Number of Employees: Full Time:  3
Estab: 1992
Mortgage broker.
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National Bank
469 East Main Street,
Welland,Ontario,L3B 3X7
Tel.: (905) 735-4633   
Fax: (905) 735-9285
E-Mail: EMail
Website: WebSite
Public Wifi: NO
Contact: Ms.  Fran  Tisi,  Branch Manager
Number of Employees: Full Time:  4 Part Time:  3
Estab: 1972
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Niagara Regional Mortgage Services Inc.
152 Hellems Avenue,
Welland,Ontario,L3B3V4
Tel.: (905) 734-1338   
Fax: (905) 734-1470
E-Mail: EMail
Website: WebSite
Contact: Mr.  Gary  Neuman,  President
Number of Employees: Full Time:  4
Estab: 1992
Services offered in:   English
Mortgage broker.
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PenFinancial Credit Union Ltd.
247 East Main Street,
Welland,Ontario,L3B 3X1
Tel.: (905) 735-4801   
E-Mail: EMail
Website: WebSite
Contact: Mr.  Ian  Scott,  Branch Manager
Number of Employees: Full Time:  52
Estab: 2005
PenFinancial Credit Union is now over 20,000 members strong and our roots are firmly planted in Niagara soil. We’re a homegrown organization that takes pride in providing our members with exceptional rates on banking products and services that they need for every stage of life, with the unsurpassed personal, value added service that they deserve.
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Royal Bank of Canada
41 East Main Street,
Welland,Ontario,L3B 5P4
Tel.: (905) 735-7910   
Fax: (905) 735-7103

Website: WebSite
Contact: Ms.  Rachel  Turcotte,  Branch Manager
                 Mr.  Mark  Goveia,  Assistant Branch Manager/Advisor
Number of Employees: Full Time:  7 Part Time:  2
Estab: 1987
Services offered in:   English,    French
Deposit services, loans, foreign exchange services, investment services and cash management services.
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Royal Bank of Canada
571 Niagara Street,
Welland,Ontario,L3C 1L7
Tel.: (905) 735-1511   
Fax: (905) 735-8110

Website: WebSite
Contact: Ms.  Rachel  Turcotte,  Manager Welland Market
                 Mrs.  Susan  Maxim,  Client Care
Number of Employees: Full Time:  10 Part Time:  7
Estab: 1970
Banking.
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Scotia Bank
440 Niagara Street,
Welland,Ontario,L3C 1L5
Tel.: (905) 735-8750   
Fax: (905) 735-3671

Website: WebSite
Contact:  Catherine  Czaban,  Branch Manager
Number of Employees: Full Time:  12 Part Time:  12
Estab: 1968
Financial planning; full product offering bank accounts, credit services, investments including brokerage and private banking
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Scotia Bank
354 Lincoln Street East,
Welland,Ontario,L3B 4N4
Tel.: (905) 732-4415   
Fax: (905) 732-0747

Website: WebSite
Contact:  Natacha  Cryne,  Branch Manager
Number of Employees: Full Time:  7 Part Time:  5
Estab: 1962
Deposit services, loans, cash management services, foreign exchange services and investment services.
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State Farm Investor Services (Canada) Co.
157 West Main Street,
Welland,Ontario,L3C 5A3
Tel.: (905) 714-7555   (866) 814-6597
Fax: (905) 714-7033
E-Mail: EMail
Website: WebSite
Contact: Ms.  Lisa  Hall,  Mutual Funds Representative
Number of Employees: Full Time:  2
Estab: 2002
Insurance and financial services provided, including life, business, auto and home insurance, disability coverage, critical illness plans, vehicle financing and investments. Our focus is on educating consumers and offering coverage on a ’needs-basis’.
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TD Canada Trust
845 Niagara Street North,
Welland,Ontario,L3C 1M4
Tel.: (905) 732-2461   
Fax: (905) 732-2464

Website: WebSite
Contact: Ms.  Kimberly  Deane,  Branch Manager
Number of Employees: Full Time:  17 Part Time:  11
Estab: 1952
Bank.
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Tom Johnson - The Mortgage Centre
544 Niagara St,
Welland,Ontario,L3C1L8
Tel.: (905) 323-5019   (905) 732-2115
Fax: (905) 732-2475
E-Mail: EMail
Website: WebSite
Contact: Mr.  Bob  MacDonald,  Broker
                 Mr.  Tom  Johnson,  Mortgage Agent
Number of Employees: Full Time:  3
Estab: 2006
Let us simplify the whole process of getting the mortgage that’s right for you! We’ll have Canada’s leading lenders compete for your mortgage, then we’ll provide unbiased advice so you get the mortgage that’s right for you!
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