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THE DAILY DURHAM LOCAL GUIDE

Businesses in Uxbridge.

Browse businesses located in or serving Uxbridge. Profiles distinguish physical branches from cities served; service areas do not create map pins.

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35 listings · page 1 of 3

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Banks & Credit Unions

Alterna Savings - Uxbridge Branch

Alterna Savings and Credit Union operates a full-service branch at 99 Brock Street West in downtown Uxbridge. As a member-owned financial co-operative, the branch offers everyday chequing and savings accounts, mortgages and home-equity lending, personal loans, credit cards, investment and retirement planning, and business banking. The Uxbridge location was formerly PACE Credit Union, which amalgamated with Alterna; it continues to serve local members with in-branch advice, a drive-thru and ATM access, and digital and mobile banking for 24/7 account management.

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Financial Planners

APEX Financial Management

APEX Financial Management is an independent financial planning and insurance practice co-founded in Uxbridge in 2003 by Michael Begg (CFP, CIM) and Scott Crockatt. The team offers financial planning, life, disability and critical illness insurance, group insurance, and investment management through APEX Investment Management of Designed Securities Ltd., a member of the Canadian Investment Regulatory Organization. Advisors include Denise Nanninga, with more than 35 years in the financial services industry, Connor Begg, and insurance specialist Barclay Hollinger. The firm also serves clients from offices in Whitby and Toronto.

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Financial Planners

Assante Financial Management – Uxbridge

CI Assante Wealth Management's Uxbridge office brings the firm's personal wealth-planning approach to local families, professionals and business owners. Advisors work one-on-one with clients to build strategies around their life goals, covering investment services, risk management and insurance, tax planning, estate planning, retirement planning and charitable giving. The office sits at 136 Second Avenue in Uxbridge and can be reached at (905) 852-3532. Assante has served Canadian investors for 30 years, backing its advisors with analysts, lawyers and other professional resources.

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Insurance Brokers

Billyard Insurance Group - Uxbridge

Billyard Insurance Group's Uxbridge office at 2 Campbell Dr, Unit 206. An independent Canadian insurance brokerage placing auto, home, business, life & financial, and travel insurance through a large array of trusted insurance providers. Office hours Monday to Friday 9:00am-5:00pm; closed weekends.

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Financial Planners

Brian J. Evans Financial Services

Brian J. Evans Financial Services is an independent Uxbridge brokerage carrying on a family business founded in 1965 by W. Laurence Evans. Led by Brian Evans, a Certified Financial Planner, the firm helps clients prepare for life's transitions with conservative, balanced and diversified investment strategies and insurance products, including retirement income planning supported by planning software. The team emphasizes straightforward advice with no high-pressure sales tactics.

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Banks & Credit Unions

CIBC Uxbridge Banking Centre

CIBC's full-service Uxbridge banking centre on Brock St W in downtown Uxbridge, in a heritage building at the corner of Brock and Toronto streets. Offers everyday personal and business banking, chequing and savings, mortgages and lending, credit cards, and investment services, with in-branch advisors and an on-site ATM. Branch hours per CIBC's branch locator: Monday to Friday 9:30am-5:00pm; closed Saturday and Sunday.

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Insurance Brokers

Co-operators - Campbell (Uxbridge)

The Co-operators Campbell agency at 2 Victoria Dr, Uxbridge. A local agency of the Canadian insurance and financial services co-operative, offering personal and business insurance, farm insurance, and investing advice. Office hours Monday to Friday 9:00am-5:00pm. Languages spoken at the office include English, Farsi, Greek, Persian and Tamil.

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Mortgage Brokers

Dawn McDermott - Mortgage Broker

Dawn McDermott is an independent mortgage broker serving Uxbridge from 212 Brock Street East. She works with homebuyers and homeowners on purchase financing, refinancing and mortgage renewals, comparing options across lenders to fit each client's situation, including reverse-mortgage guidance for older homeowners. Clients reach her directly by phone for quotes and appointments.

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Financial Planners

Edward Jones – Matthew Dunlop

Edward Jones branch office in Uxbridge led by financial advisor Matthew Dunlop, supported by senior branch office administrator Jennifer Dauphinee. The practice focuses on one-on-one personal financial advice covering retirement savings and retirement income strategies, business owner considerations, education savings strategies, wealth protection strategies and intergenerational planning. Office hours are Monday to Thursday 9:00am–5:30pm and Friday 8:00am–5:00pm; evening, weekend and web-conferencing appointments are available. Part of the Edward Jones network of financial advisors in Canada.

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Financial Planners

Edward Jones – Michael Broad

Michael Broad is a financial advisor with Edward Jones, serving clients from the firm's Technology Square office at 278 Main Street North, Suite 6, Uxbridge. His practice centres on one-on-one financial advice covering retirement planning, education savings and tax-smart investing, supported by senior branch office administrator Jennifer Dauphinee.

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