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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.
We provide independent financial planning and estate planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice, and to keep costs down. We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. Dunbrook has been providing financial planning services to families for over 40 years.
We are an independent boutique financial services company. We offer integrated holistic solutions including all aspects not just investments insurance and mortgages. With international planning standards and award winning innovative approaches, you won’t believe the difference in efficiencies that are possible, with the application of efficient education and best in class solutions.
- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn
We are a Financial brokerage with over 16 years of experience in this business, offering Financial services as Retirement planning, Debt management, Income protection, Children planning and Estate planning. We Help families to achieve their financial goals.
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.
We help Professionals & Executives assess, plan, and implement successful retirement plans by following a disciplined process that addresses the major issues that need to be addressed during & after their employment.
Raymond James is an NYSE Listed Firm and a 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. I solve the issue of poor asset allocation, and improper risk levels and educate prospective clients. I clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates.
We provide holistic financial and investment advice and offer retirement, investing, estate planning services. Access to stocks, ETFs, debentures, GICs, bonds and mutual funds. While most of our clients are in the GTA and Golden Horseshoe regions, we service clients across Ontario and Canada and are very happy to interact in person, via telephone or through Zoom or Microsoft teams.
We are dedicated to providing investment solutions and strategic financial planning for our clients to help them minimize tax and maximize wealth. Simply put, we strive to be our client's trusted advisor. Our "Advisory Collective", has formed a three way partnership of financial professionals that has expertise in investments, insurance, group benefits and pension plans.
I am an Independent Financial Adviser with Candor Financial Group with previous experience in personal wealth management and tailored investment portfolios. I specialize in creating a personal relationship with each of my clients to make sure that no financial concerns go left unaddressed. Whether you are just starting out or you already have a in depth portfolio and need a second opinion I will be able to clearly explain your options and the different paths you might take to achieve your financial and investment goals.
Eva
Lawrence gave us great advice and helped us make some important financial decisions on our mortgage and investments. With so much uncertainty with the mortgage rates and the economy, he shared information on rates and various solutions and strategies, which helped us feel empowered to make a good decision for our specific situation. He has also helped us with RRSP investments and we always walk away feeling more informed and better equipped to handle current and future financial decisions!
Get Answers To Your Retirement Planning Questions For most people, planning for retirement is an important goal and an integral piece of their comprehensive plans. Often times, questions about retirement planning – whether and when to retire – are the sparks to move someone to seek advice and develop a plan
After working as an equity trader for over 25 years, I now share my wealth of investment knowledge with my clients! My services and advice are free! I only earn commission from the companies I recommend for you!
Kari Wood
Gerry is phenomenal to interact with. Year of experience. Word of mouth referral sincerely appreciated and so much gained from years of experience. Passionate about what he does and how he does it. If you are on the hunt for a genuine advisor, check out Phillips Financial Group. Gerry Phillips is a wonderful connection to have.
Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations. If you’re looking for a one-on-one client experience in which you’re presented with every possible financial tool on the market, we can help. We don’t work for any bank or insurance company, so you receive the best options out there.
Desmond mallory
I highly recommend volpe financial solutions , very helpful with assuring you with any decisions you make , felt very comfortable with any questions I had knowing I would receive an educated answer . The whole team is friendly, knowledgeable and truly passionate about their products. Everyone is there to help and give you all the attention needed to fulfill your needs .
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.
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.
Carolina archibald
Alice is THE best financial advisor I’ve ever had. I’m 27, and started my own business about 1 year ago. Now that I’m growing I’ve realized that I need a team to help me out.
Alice made this whole process very easy to understand, I finally feel like I have control over my economics, and working towards achieving my business and personal goals. If you’re looking for a financial advisor this review is a sign to go with Alice, you’re in great hands! Thank you Alice for everything, you’re amazing
Emil focuses on working with clients to create long-term personalized retirement plans. In addition, he puts the plan pieces together and keeps clients on track to reach their goals. Emil is a Financial Planner and has spent the last 7 years serving families in the west of Toronto at Canfin Financial Group. Emil holds a Registered Retirement Consultant designation and helps his clients with insurance, investments and mortgages.
Khaled MOJADIDDI
My family and I have been working with Emil for several years. From day one his attention to detail and care for our family’s needs has been a life changing journey. He is the reason why our wealth has grown in a positive manner and my family and I are lucky to have him on our side specially during these uncertain times.
The journey towards financial prosperity starts with proper education, guidance and discipline. We encourage our clients to treat their finances like a successful business by taking advice from professionals and also being engaged in the process. Client and Advisor Success becomes a partnership and winning together is the goal. Our Mission is to help create empowering financial end goals while protecting and improving your lifestyle.
Patrice
I met Araceli Hernandez more than 10 years ago. One of the best decisions I ever made was to meet with her about financial planning. She wasn't pushy and I have never felt pressured to do anything she suggested. When I first met her, I expressed my concerns about risk tolerance and she listened. I appreciate her vast knowledge and expertise and her continuous effort to grow my financial portfolio. Fast forward to today, I'm in an excellent financial position because of Araceli's advice. My son is also well on his way to saving for his future with his RSP! I strongly believe that everyone should have a financial advisor but working with someone like Araceli is key to making well-informed decisions."
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 My goal is to ensure your peace of mind so that you can sleep well at night. Services: Investment Management Services Financial Risk Management Services Wealth Management Services Wealth Accumulation Plan for Retirement Systematic Withdrawal Plan in Retirement Education Savings Plan Life and Health Insurance Products: Solution for RISK MANAGEMENT: Life Insurance Mortgage Insurance Income Protection and Best Doctors Plan Health Insurance (Drug, Dental, Vision, etc.) Travel Insurance and Super Visa Insurance For Business Owners: Key Person Insurance and Buy-Sell Agreement Group Insurance Investment Products: Mutual Funds (Opportunity of investing globally with renowned money managers) Islamic (Shariah Compliant) Investment Funds – Interest-Free Investment Component Guaranteed Investment Certificate (GIC) Principal Protected Notes (Investment is 100% protected, you can't lose your money) Insured Investment Funds (Opportunity of Investing with insurance protection) INVESTMENT VEHICLES for Wealth Accumulation: RRSP TFSA RESP RDSP Non-Registered RRIF LIRA LIF Annuity LRIF For any complex situation, I collaborate with our team to ensure that the plan is the right one for you – not just for this year, but for your life as it changes. Have questions, please contact. Contact Details: Mohammad S. Ripon, RRC® Financial Planner Desjardins Financial Security Independent Network 400 - 3410 Sheppard Avenue E, Scarborough, ON Tel: +1(416) 297-1766x3334
Bringing confidence in my clients' lives by managing their catastrophic risks. Would love to help them to be on the right track and to feel confident about thier future financial well-being.
Every person in the world required to follow a few important steps to be financially independent in their retirement. I'd like to see my clients, after retirement, are very happy and financially solvent.
I always put my client's best interest ahead of everything. With due diligence, helping my clients to find their financial needs and goals based on asking questions and specific techniques.
Yes, I provide my services online or remotely. Based on client's preference, in-person services can also be provided with masks and proper distace maintainance .
We follow the government rules and regulations about Covid-19. We use zoom meetings, Microsoft Team, phone calls, social media to connect our clients. When we meet in-person (rarely), we use masks, hand sanitizer, and maintain the proper distance required for Covid-19.