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Scarborough
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.
Susane Moore
I am very grateful for all the work Daniel did with my RRSPs, the relocation of my TFSAs and the great way she showed me how to leverage financial institutions to get better deals. The thing I am most happy about is the crypto investment he pushed me to do, it was outside my comfort zone, however the first year we did almost 50% ROI, I still don't believe in crypto, however it allows us to do a thing called arbitrage and that works great and with low risk as it turned out. If you are not sure what to do ask Daniel, he usually has the knowledge,
Scarborough
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.
Rushi
Dan Emerson is a great person with abundant knowledge in wealth management strategies. He is also a great coach with providing insights to market situation and guiding me through to structure investments and creating tax savings strategies. His website has lot of information to grasp and he is always there to reach out. Highly recommend to anyone who is looking to gain knowledge in investments/tax savings and grow their portfolio. Wish I know him 10 years which would have put me in more savings/organized investment portfolio.
Scarborough
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).
Heather Harvey
We have been working with George since 2007 and very nicely survived the 2008 recession and the most recent 2020 Covid related unofficial recession. George is always available, provides thoughtful, knowledgeable advice, with always our best interests and risk tolerance in mind. He listens to our concerns and feedback, we have an in-depth discussion and we arrive at an agreement. George calls when he has a concern, responds quickly when we have a concern or question, and we meet regularly to discuss our portfolio. Although we travel south for the entire winter, we still communicate when needed.
We trust George implicitly and highly recommend him to provide excellent financial advice.
Scarborough
I partner with my client to make smart decisions about their money. I am a Chartered Life Underwriter and Certified Health Insurance Specialist who specializes in risk mitigation strategies and Tax & Estate planning services. I offer savings/investments for RRSP, RESP and non-registered accounts in addition to Tax & Estate Planning. I use comprehensive Insurance Planning to protect my client from the unexpected with life insurance, disability and critical illness insurance, long-term care insurance.
Scarborough
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.
Scarborough
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
Scarborough
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.
Scarborough
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.
Scarborough
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.
Scarborough
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.
Scarborough
Private Investment Brokerage with an unbiased approach to products but focus towards the goals of our clients.
Raymond James Ltd., is a subsidiary of Raymond James Financial, which is an NYSE Listed Firm and 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. Our team practice is National, focusing on British Columbia, Alberta and Ontario. I possess 27 years of balance sheet portfolio and comprehensive financial planning emphasis. Our team manages portfolios from $300K to $20M in our repeatable process. We coordinate integrated financial, estate, and trust planning together with discretionary portfolio management in our award-winning Partners services. I clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates. For client value, I co-ordinate professional affairs, consolidate accounts to lower financial risk and create accountability, give context to the purpose and suitability of your money, share a vision of the future, and give perspective on the impact of having your home in peak financial order. My role is to keep it this way. You will derive value from time spent whether we work together or not. Michael Korman, Chartered Investment Manager, Raymond James Ltd.
I help clients to secure enough money to live comfortably in retirement to help children and grandchildren, being able to travel, afford a new home, or donate to a favorite charity. We forge lifetime relationships with clients we choose to serve and genuinely like. I help you make good financial choices.
I am from a dairy processing family where entrepreneurship provided a path to family prosperity. Hard work, focus, dedication, a sense of empathy and adventure, kindness and integrity, combine to create my financial practice at Raymond James.
Our team provides you with disciplined repeatable process to clarify your values, articulate your goals and commit you to the right strategy to achieve your goals by specific dates. Our steps involve a process called Values Planning which occurs before financial planning, and financial planning. I believe no portfolio work should occur without an understanding of creating your financial planning model. Unlike competitors who stress company earnings, I emphasize metrics such as operating cash flow, book value, and other balance sheet work. We guide you with written effective advice. This is a role of a Trusted Advisor. We work to what is relevant for you.
Yes. We are a national team that can serve our clients across Canada. We use Zoom meetings.
Our office and I are fully vaccines compliant. Extensive use of virtual technology enables seamless conversation and presentations with new clients.
