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Find a Financial Advisor in Ontario

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Team Dauntless Finance and Asset Management profile image

Team Dauntless Finance and Asset Management

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.

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Hear from
a professional

What do you love most about your job?

We love helping families secure their financial future. Our job is all about helping others and it is really why think it is crucial to spread the knowledge of financial literacy.

What inspired you to start your own business?

We opened our first office in Oakville as we were in business remotely a couple of years before that. The main reason is as important our mission is, we cannot do it alone. So we are actively expanding our client reach through growing our team of licensed financial professionals

Why should our clients choose you?

Our purpose first and foremost is to educate the clients we meet. We teach a wide range of financial concepts to enable clients to make educated decisions. We recommend a wide range of financial solutions that are not limited to one provider since we operate on a brokerage model. Our associates will always have that human connection in mind and are committed to personally working with clients to achieve their financial goals. We do not charge any consultation fees and provide clear and credible illustrations to help our clients.

Can you provide your services online or remotely? If so, please add details.

We can meet with clients on zoom or in our office. We also are able to arrange in person meetings with the clients across the GTA depending on circumstances and availability

What changes have you made to keep your customers safe from Covid-19?

We operate under the strict provincial safety regulations and recommendations from the Canadian health association.

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