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Markham
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.
Michael Picken
Dan takes an unconventional approach to investing that I found refreshing.
He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you.
The upside has been the growth actualized in my accounts.
I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments
Mike
Markham
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.
Markham
Investment Advisor at Optimize Wealth Management As an Investment Advisor at Optimize Wealth Management, I help clients bring clarity, structure, and confidence to their financial lives through a disciplined, goals-based approach to wealth planning and investing. I work closely with clients to understand their priorities and develop integrated financial strategies that incorporate cash-flow planning, tax-efficient solutions, and will and estate planning considerations, ensuring each decision supports both near-term objectives and long-term family goals.
Markham
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
Markham
David has distinguished himself as a top advisor in the Financial Services industry since 1991 by being a qualifying and Life Member of the prestigious "Million Dollar Round Table- MDRT" recognized as "The Premier Association of Financial Professionals in the World". In addition to David’s many years of experience and knowledge, he also acquired his Chartered Life Underwriter (CLU) designation in 2017 and his Advanced Certificate in 3H Financial Planning™ from FP Canada in 2020 (full filling the complete Educational requirements in order to sit for the CFP final Exam).
Markham
Private Investment Brokerage with an unbiased approach to products but focus towards the goals of our clients.
Markham
Provide personal investment and retirement planning. Please provide your contact number in your additional detail so I can call you back.
Markham
Raymond James is an NYSE-listed firm, a member of the S&P 500, and is known in Canada as Raymond James Ltd. Our 29-year team is accepting new clients in 2026. I am a skilled Chartered Investment Manager at Raymond James. I clarify your values, articulate your goals, and commit you to the right strategy to achieve your goals by specific dates. For client value, I coordinate professional affairs, consolidate accounts to understand your money, share a vision of your future, give context to your investments, and I give perspective on the impact of attaining your financial goals in good order.
Markham
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.
Markham
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.
Markham
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.
As a CPA and Investment Advisor with TD Wealth, Private Investment Advice, I provide comprehensive, goals-based wealth management services to families across Canada. My practice is built on a process-oriented foundation rooted in three core pillars: Care: A detailed discovery process to understand your unique values, family priorities, and long-term vision. Competence: Combining rigorous financial and tax-aware discipline with custom investment strategies tailored to your exact situation. Collaboration: Partnering with you transparently, keeping you educated and informed at every step. Priorities and life stages evolve, but my dedicated commitment to helping you realize your financial goals remains constant.
What I love most is partnering with Canadian families to help them reach their most meaningful goals. Built on Care, Competence, and Collaboration, my practice allows me to guide clients through complex decisions with total clarity. Transitioning from my CPA background into wealth management was driven by a passion for helping people—and the best part of my day is seeing clients gain full confidence in their long-term plan.
My transition from accounting to wealth management was driven by a lifelong fascination with personal finance and investing. While working as a CPA, I continuously studied macroeconomics, market cycles, and investor behaviour. Switching paths allowed me to combine rigorous technical expertise with my true passion: giving families clear, unbiased financial direction to help them achieve their goals.
Choosing a wealth advisor comes down to trust, expertise, and personalized care. As a CPA with TD Wealth, Private Investment Advice, I move beyond generic advice to build custom strategies around your specific goals. My process-oriented approach—rooted in Care, Competence, and Collaboration—ensures your portfolio reflects your values, incorporates tax efficiency, and evolves alongside your family's priorities. You get institutional support with direct, personal accountability every step of the way.
We have numerous clients across Canada who find it convenient to attend meetings virtually, via zoom. We can also open accounts, via electronic signature, if this is more convenient for you.
We can accommodate virtual meetings and electronic document processing for individuals who prefer partner with us remotely.
5.00/5.00
based on 12 reviews
The average rating for Bark Financial Advisors in Markham is 5.00, based on 12 reviews.
