100 York Blvd, Richmond Hill, ON L4B 1J8, Canada
Private Investment Brokerage with an unbiased approach to products but focus towards the goals of our clients.
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What do you love most about your job?
the ability to provide guidance with sincerity and transparency to my current and future clients
What inspired you to start your own business?
the lack of financial education out there encouraged me to work toward providing the financial information that every investors deserves to know to make beneficial financial decisions to their life
Why should our clients choose you?
everyone deserves the right of correct and transparent information, at our office we make sure that is given the most importance keeping our clients financial goals in mind
Can you provide your services online or remotely? If so, please add details.
we can meet our clients viz zoom and phone, they can meet with us via virtual meeting from where they are on the globe
What changes have you made to keep your customers safe from Covid-19?
We have taken things in line with the requirements of health and safety of our clients, we can conduct meetings via Zoom in the home comfort of our current and future clients. Should there be something where client needs to see us in person, we have appropriate measures to keep social distancing as our priority in our office and have enough space to conduct a face to face meeting
Wealth Strategies l Business Succession l Intergenerational Planning l Retirement Savings l Special Needs Considerations