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North York
We educate the public and financial planners who want to achieve better success, using proven strategies that are superior to the traditional methods that no longer work in the modern world. Traditional methods that we have been taught by investing with Banks and Insurance companies work if you are saving money but not if you are trying to build wealth for a secure financial future.
North York
At Nexero, we redefine the landscape of investment, blending cutting-edge technology with a commitment to empowering our users. As a leading platform, we specialize in strategic investment, leveraging advanced AI algorithms for precise and profitable transactions across diverse markets. Why Choose Nexero? AI-Powered Precision: Our platform is driven by state-of-the-art artificial intelligence, ensuring precise and strategic investment decisions.
North York
With over 24 years experience as a financial advisor, I offer my clients a wide array of services and advice ranging from estate planning to investment and portfolio recommendations and tax planning. Furthermore, my expertise in budgeting, insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision. As an Estate Planner I specialize in effective, efficient and often complex Estate Tax strategies, Wealth Preservation strategies for legacy purposes as well as the establishment of beneficiary designations that can often bypass the Estate (and thereby save time and thousands of dollars in probate, legal and executor fees).
Jennifer Bailey
With the myriad of financial advisors available, why should you choose George? It's pretty simple. He has decades of knowledge and experience to make sure the financial decisions you make based on his advice are the right ones for you; and he will put you – the client - first. Every time. His ethics and integrity are beyond reproach, and he will be patient, empathetic and understanding of your personal situation and needs. How do I know this? George has been our advisor since the beginning, and we would not be in the financial position we are today without him. In fact, I have been able to retire at 53 years of age! Go with George. It will be one of the best decisions you ever make.
North York
I partner with my client to make smart decisions about their money. I am a Chartered Life Underwriter and Certified Health Insurance Specialist who specializes in risk mitigation strategies and Tax & Estate planning services. I offer savings/investments for RRSP, RESP and non-registered accounts in addition to Tax & Estate Planning. I use comprehensive Insurance Planning to protect my client from the unexpected with life insurance, disability and critical illness insurance, long-term care insurance.
North York
Are you struggling with a specific money matter that is needing some serious attention? Well, I can definitely help you! I provide a high-touch money management coaching program that gives women 1-on-1 support to move them from stressed and worried to confident and empowered about their money stuff. Although my program is geared towards women, I do at times also work closely with couples and men.
Terri Mitchell
Alice is an amazing coach! In the beginning, I was super overwhelmed and Alice was able to put everything in perspective. She was able to turn my concerns into manageable action items, and held me accountable. Every week reveals something new and already I'm so much more confident!
I only wish I had found her sooner. Thank you Alice!
North York
At Team Dauntless, we believe in taking charge of your financial future. Our team of experts will guide you through the process of building and protecting your wealth. We provide financial education and empower families to make informed decisions about their finances. We believe that everyone deserves a chance to achieve financial freedom.
Carisa Rodriguez
It’s been a pleasure working with Lisa, Stephanie and Gio! I really appreciate their team for taking their time to help me make an informed decision on the best way to save/ invest my money given my current situation. They are all so genuine and care so much about their clients - they helped me create a plan that makes the most sense. The only thing is, I wish I had learned about financial education much earlier so I could have started saving money years ago. But it’s never too late to start right :)
I’m recommending their team to my family and friends for all of their financial needs! Thank you once again.
North York
At AplusWealth, we educate our clients about all aspects of their finances, ensuring they have the necessary tools to make the best decision. All of our advisors at AplusWealth are amazing financial planners who create creative financial solutions, execute them well, and keep monitoring them to achieve their goals. To AplusWealth, the essential aspect is delivering years of experience and knowledge to our clients to equip them with the necessary tools to make the right decision for their financial future.
North York
Our team provides Wealth Management services including building and managing customized tax efficient investment portfolios, life insurance, retirement income solutions, and estate planning strategies for our clients based on comprehensive financial planning. Our clients include Families and Individuals of high net worth, Medical Professionals, and Business Owners.
Yosri Al-Kishawi
My wife and I have been a clients of Abbas Fazal at RBC Dominion Securities for over three years now. His financial advice and insights have been, and continue to be, very valuable to us. Abbas is very prompt in his responses, professional, and is very flexible in his meeting times. We look forward to continue working with Abbas.
North York
I provide Financial Planning services. Services that I offer: - Help to set up financial goals and build a realistic plan to achieve them - Help to accumulate money and manage them efficiently - Help to build wealth faster by saving more taxes and investing systematically - Help to build a retirement nest egg for your golden days - Ensure financial security by assessing and managing risks
North York
Primerica, Inc. provides insurance, investment and financial services to middle income families in the United States and Canada. Primerica is the parent company of National Benefit Life Insurance Company, Primerica Life, Peach Re, and Vidalia Re. It has been described as a multi-level marketing company.
North York
Provides financial planning and support in order to help clients achieve their financial goals. As a Financial Advisor, we assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary or desired.
Raymond James Ltd., is a subsidiary of Raymond James Financial, which is an NYSE Listed Firm and Member of the S&P 500. YOU FIRST ! is the culture of Raymond James. Raymond James Ltd., Canada is an independent investment firm not owned by a bank. Our team practice is National, focusing on British Columbia, Alberta and Ontario. I possess 27 years of balance sheet portfolio and comprehensive financial planning emphasis. Our team manages portfolios from $300K to $20M in our repeatable process. We coordinate integrated financial, estate, and trust planning together with discretionary portfolio management in our award-winning Partners services. I clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates. For client value, I co-ordinate professional affairs, consolidate accounts to lower financial risk and create accountability, give context to the purpose and suitability of your money, share a vision of the future, and give perspective on the impact of having your home in peak financial order. My role is to keep it this way. You will derive value from time spent whether we work together or not. Michael Korman, Chartered Investment Manager, Raymond James Ltd.
I help clients to secure enough money to live comfortably in retirement to help children and grandchildren, being able to travel, afford a new home, or donate to a favorite charity. We forge lifetime relationships with clients we choose to serve and genuinely like. I help you make good financial choices.
I am from a dairy processing family where entrepreneurship provided a path to family prosperity. Hard work, focus, dedication, a sense of empathy and adventure, kindness and integrity, combine to create my financial practice at Raymond James.
Our team provides you with disciplined repeatable process to clarify your values, articulate your goals and commit you to the right strategy to achieve your goals by specific dates. Our steps involve a process called Values Planning which occurs before financial planning, and financial planning. I believe no portfolio work should occur without an understanding of creating your financial planning model. Unlike competitors who stress company earnings, I emphasize metrics such as operating cash flow, book value, and other balance sheet work. We guide you with written effective advice. This is a role of a Trusted Advisor. We work to what is relevant for you.
Yes. We are a national team that can serve our clients across Canada. We use Zoom meetings.
Our office and I are fully vaccines compliant. Extensive use of virtual technology enables seamless conversation and presentations with new clients.
based on 25 reviews
The average rating for Bark Financial Advisors in North York is 4.82, based on 25 reviews.