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Oshawa
If you need personal experienced independent advise Mike and his team can help you. His honest, credible research has help investors starting out to retirement will make sure you reach your financial goals. With a millionaire mindset the strategy is focused on retention of your capital, steady regular returns and tax effectiveness. Mike is looking for investors that are serious about their finances yet want to feel secure that a professional is on their team and looking after them.
Oshawa
Andrew is an intelligent and energetic professional who joined IG Wealth Management after graduating from Ontario Tech University where he completed his study of Commerce with a Bachelor's Degree. Andrew's drive to provide both high-quality advice and service excellence to clients is second only to his belief that an open-communication and long-term relationship is a requirement with every client.
Oshawa
Provide a wide variety of services. Such as retirement planning, wealth accumalation , life insurance, Disabilty ,critical illness , individual health and dental plans and employee benefits
Oshawa
I offer a wide range of services, from Personal tax preparation, bookkeeping, payroll processing and help with any CRA issues.
What sets Primerica and us apart from other companies is that we work closely with main-street families not the affluent. We build relationships with our clients, providing them with financial education so they can make informed financial decisions to build their family wealth while offering flexibility when setting appointments to suit our clients' availability not only 9-5.
We have been clients of Primerica since 2002, having been taken advantage of by well-known insurance companies selling us overpriced and inadequate insurance coverage to protect our family. We took the opportunity in 2017 to become representatives and help educate families who have also been taken advantage of by other companies in the financial industry. We educate our clients on how money works and provide solutions so they can make informed decisions. They too can become debt-free, properly protected, and financially independent.
My mom and dad were entrepreneurs, and we always looked for opportunities to build a business and leave a legacy for our family. Primerica provided that with little risk, and a huge upside for our family and others we help. We offer our clients the same business opportunity so they can build a business and leave a legacy to their families.
We are uniquely positioned to understand the needs of our clients because we have experienced similar situations as the clients we serve. After completing a complimentary financial needs analysis, we provide financial education and work with the clients. We help identify opportunities to save money and have your money earn more. We help families get back on track and reach financial independence through strategies they learn while working with us.
We can work remotely via Zoom. The individual needs to be using a device capable of taking control of the screen to acknowledge and digitally sign documents when needed. The process is easy, convenient, and, confidential.
We follow mandates that have been implemented and meet in person if needed while respecting COVID-19 protection requirements.
4.69/5.00
based on 875 reviews
The average rating for Bark Financial Advisors in Oshawa is 4.69, based on 875 reviews.
