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Oakville
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.
Kyle
The whole team is friendly, knowledgeable and truly passionate about their products. I've worked with Brett and he has been a pleasure to work with over the course of our financial journey (which includes some major life changes). VFS has been incredibly accommodating to our busy schedule, and we never felt embarrassed asking so many questions.
Oakville
I am a Financial Planner with RBC Financial Planning and Royal Mutual Funds Inc. and employed by Royal Bank of Canada. As a financial planner, I specialize in retirement transition planning – the process of thinking about what you want your retirement to look like, and where the money part fits in. Whether retirement means downsizing, moving to the countryside or spending time with grandchildren, I can help you build a retirement income plan that suits your needs.
Oakville
Volpe Financial Solutions is a family-owned full-service Financial Services Brokerage based in Oakville Ontario. Our team of professionals specialize in providing optimal insurance and investment advice to our clients
Oakville
Holistic financial planning for Baby Boomers, Busy Professionals and Business Owners. 35 years experience in financial services.
Edward Jones is a full service brokerage firm that has been recognized by J.D. Power as #1 in Investor Satisfaction for 8 years in a row. I am process-oriented, using an approach rooted in three pillars: Care, Competence, and Collaboration. Care is a discovery process to learn what's most important to you - your goals, values, and prioritization of them. Competence is building an investment strategy tailored to your specific situation. Collaboration is about educating and partnering with you in every step of the way. Life's priorities may change, but your relationship with me and my commitment to helping you realize your goals won't.
As a financial advisor, my mission is to simplify the complicated world of finances for my clients. I understand that financial matters can be a significant source of stress, which is why I take pride in lifting that burden off your shoulders. My goal is to allow you to focus on the things that matter most in your life, such as spending quality time with your family and pursuing your passions. My clients telling me I helped them achieve their financial goals is all the motivation I need.
This is not just a job for me, it's my passion. I have always been fascinated with personal finance and investing. My career began as a CPA, but I spent my spare time studying market history, macroeconomics, and behavioural finance. It was only a matter of time before it became abundantly clear to me to switch careers become a Financial Advisor. The numerous personal finance books and research reports I've read enable me to give my clients independent and unbiased advice.
My clients' satisfaction and success are my top priorities, and I am dedicated to providing them with the tools and support they need to achieve their financial goals. If you tired of receiving generic financial advice that doesn't take your unique needs into consideration give me a call. I believe that understanding your priorities is crucial to crafting personalized financial solutions that meet your goals. Using our proven process, I will work collaboratively with you to develop strategies that are tailored to your specific needs.
I have numerous clients in Ontario and Alberta 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.
Our team is fully vaccinated. We can accommodate virtual meetings and electronic document processing for individuals who prefer partner with us remotely.
4.95/5.00
based on 214 reviews
The average rating for Bark Financial Advisors in Oakville is 4.95, based on 214 reviews.
