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Etobicoke
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."
Etobicoke
I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.
Ajit
I am associated with Bharat since 7 years. In all these year he as been doing my Business and Personal tax filing. Take care of my Savings and Insurances.
He has always provided honest and money saving information to me. Saved me lot of money in tax filing with his knowledge. Every time he was quick and friendly too.
What else I can say, my association with him since 7 years is saying everything :-)
Etobicoke
We are a company that is dedicated to offering efficient, reliable, and personalized insurance, investment, and financial consultation services to all those in Canada or planning to travel into the country. Our team is made up of experienced and professional personnel who thrive at giving you tailor-made premiums as per your financial situation, and the long term goals and objectives.
Etobicoke
Facing a major financial decision? Want to achieve your financial dreams? With over 22 years' experience in finance, I provide clients with honest advice and great service (see my reviews). Let's chat. I can help you with: - Financial Planning to minimize your taxes and achieve your goals - Pension Transfer Analysis: Understand your options. - Estate Planning to maximize your estate value for your family
Etobicoke
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.
Etobicoke
Independent Financial advisor providing investment advise (No Stocks), insurance for small business owners, critical illness insurance, Retirement planning using low taxed corporate Dollars ( Business Owners), Tax planning ideas for business owners and families
Etobicoke
My mission is to work mutually with clients to improve their lifestyle, specializing in retirement and estate planning. I accomplish this mission by offering holistic, comprehensive Investment, Insurance and Tax planning.
Etobicoke
We help identify “overlooked” financial opportunities to: a. Increase your paycheck by Significantly reducing income taxes & b. Increase money in your pocket from reducing your mortgage payments. Online assessments to access your opportunities from data in your income tax return (T1) is complimentary. www.cashflowacademy.ca
Etobicoke
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.
Etobicoke
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.
Etobicoke
In response to your search for a financial advisor, we’d like to introduce our financial planning practice to you. We have made it our mission to simplify the complexities involved in understanding the financial implications of your life decisions. - Will my money last throughout my retirement? - What impact will inflation have on my retirement? - How do I buy/finance a car 5 years into retirement and what impact does that have on my money lasting?
Etobicoke
My mission is to help clients gain an understanding of with key financial information. The guiding goal of the understanding is to help clients build their savings and reduce their fees to attain their goals such as build a home or reducing debt.
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. You will learn and develop a step-by-step plan to create your unique financial blueprint including practical action guides and emotional support to change your money mindset and achieve your financial dreams! Take a look at my website to learn more about how I can help you! Then, all you have to do is book a free 30 minute clarity call with me, and we can talk about how I can help you in more detail. Looking forward to speaking with you! Alice
I love working one on one with women and helping them navigate through any financial issue that they are struggling with. There is nothing more satisfying then hearing a client say "Oh - I get it!" or
"I love this, I thought it was hard, but now it makes so much sense and I feel so much more confident, secure and empowered about my finances!"
Having worked for over 34 years at 2 major financial institutions in Canada, I’ve seen first-hand that many women are eager and willing to get a better understanding of their overall finances, but they often don’t know where to start, or who to trust.
As a Certified Financial Planner® (CFP) and Chartered Investment Manager® (CIM), I worked with dozens of clients from all walks of life, but something was missing. Traditional financial planning services just don’t take the time to truly understand the struggles and fears that women have and they don’t offer the amount of time and guidance required to help clients truly understand their BIG PICTURE. And, sad to say, many traditional financial planning services are often product-driven.
So, In August of 2021, in the midst of the pandemic, I decided that putting off my dream of working on living freely and becoming my own boss, had been waiting for me to show up for too long. Despite my massive fear, I took the leap, resigned from the corporate world, and decided to start my own practice to help women with their money stuff!
Do you ever wonder why so many of us slow down our personal growth and don’t move forward towards living the life of our dreams? It’s because, when it comes to money, we are often living from a place of FEAR.
But what I learned from an early age is that choosing and developing a positive and resilient mindset was the key that helped guide me through my fears about money, and then by educating myself I was able to build my confidence and reduce my worries by implementing and following systems that worked.
This framework helped keep me on track and moving forward towards my dreams, and it can help YOU, too!
Yes, my service is perfect for the remote option. I use Teams which is easy to use. We can decide to sometimes even just talk on the phone if visuals are not required for any given session. I do also offer in person meetings, but it just depends on the circumstances. The virtual option is very easy and effective!
All my sessions can be held virtually, so everyone is safe in their own space.
5.00/5.00
based on 16 reviews
The average rating for Bark Financial Advisors in Etobicoke is 5.00, based on 16 reviews.
