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Scarborough
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.
Rushi
Dan Emerson is a great person with abundant knowledge in wealth management strategies. He is also a great coach with providing insights to market situation and guiding me through to structure investments and creating tax savings strategies. His website has lot of information to grasp and he is always there to reach out. Highly recommend to anyone who is looking to gain knowledge in investments/tax savings and grow their portfolio. Wish I know him 10 years which would have put me in more savings/organized investment portfolio.
Scarborough
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.
Susane Moore
I am very grateful for all the work Daniel did with my RRSPs, the relocation of my TFSAs and the great way she showed me how to leverage financial institutions to get better deals. The thing I am most happy about is the crypto investment he pushed me to do, it was outside my comfort zone, however the first year we did almost 50% ROI, I still don't believe in crypto, however it allows us to do a thing called arbitrage and that works great and with low risk as it turned out. If you are not sure what to do ask Daniel, he usually has the knowledge,
Scarborough
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.
Scarborough
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.
Scarborough
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.
Scarborough
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.
Scarborough
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
Scarborough
Insurance and Investments. Have you ever wanted to be the beneficiary of your own life insurance, while you're still alive? I work with people to minimize how much goes to the CRA, and maximize how much goes to themselves, or their family. I also help protect what's important to them while they are still alive - their family, their business, their lifestyle.
Scarborough
AK Actuarial & Education Inc. is a privately owned incorporation providing professional actuarial and educational services to public and private sector organizations and individuals. AK Actuarial & Education Inc. was founded by Ahmed Khan, an independent actuary and educator.
Scarborough
Karma Financial has been catering to different individual and businesses with over ten years of industry experience. We treat each of our clients as a top priority and adopt only ethical and honest approaches to help them succeed in their financial goals. Our dedicated team of experts ensures that we cater to each of your individual goals, help you understand the nuances of financial planning, setting you on a rewarding journey.
Scarborough
Private Investment Brokerage with an unbiased approach to products but focus towards the goals of our clients.
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). My other passion and specialization is my innovative and creative solutions to retirement planning. Whether you are nearing retirement age, have recently downsized, or are seeking a tax efficient retirement income stream, there is an effective solution for you. I specialize in making complex situations easy to understand and implement. I am committed to helping you live your dream. Whether your dreams are small or grand, my team will create a simple and realistic wealth management strategy to help you achieve them.
Most of all, I love being a resource, a teacher and a "go to person" for my clients. Putting together a portfolio is only a small part of the job. You need to be a knowledgable about multiple aspects of financial topics. But you need to convey it in a manner that is understandable and empathetic to the needs of the client, and their families.
I come from a family of entrepreneurs. I made a conscious decision in my early 30s to leave an extremely stable and lucrative position in the public sector to start my own business in the field that I love. I don't regret a single moment of it!
After 23 years, I have seen and heard just about everything to do with the financial industry. Treat me as a resource. I don't proclaim to know all of the answers. But if there is something I don't know, I'll get the answer for you, and fast.
To be a successful financial advisor, you need to recognize that this is a relationship business. How do you ensure that the relationship remains strong and viable forever? Simple, do the right thing for the client. Act in the best interest of the client. Be responsive to the needs of the client, and in a timely fashion. And provide outstanding value for the services you provide. Most of all, do it with love and enthusiasm for the job!