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We are an independent boutique financial services company. We offer integrated holistic solutions including all aspects not just investments insurance and mortgages. With international planning standards and award winning innovative approaches, you won’t believe the difference in efficiencies that are possible, with the application of efficient education and best in class solutions.
We provide independent financial planning and estate planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice, and to keep costs down. We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. Dunbrook has been providing financial planning services to families for over 40 years.
- Multiple Award-winning Financial Advisor - 2022 accepted into MDRT membership - 2021 & 2020 Top 20 DFS Independent Network Advisors in Canada - 2021 Financial Advisor of the Year - 2020 Top Insurance Advisor - What is the difference between working with “an advisor” and a “top financial advisor”? - Our core values of ✔️ Trust ✔️ Care ✔️ Engage ✔️ Learn
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.
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.
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.
We help Professionals & Executives assess, plan, and implement successful retirement plans by following a disciplined process that addresses the major issues that need to be addressed during & after their employment.
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.
We provide holistic financial and investment advice and offer retirement, investing, estate planning services. Access to stocks, ETFs, debentures, GICs, bonds and mutual funds. While most of our clients are in the GTA and Golden Horseshoe regions, we service clients across Ontario and Canada and are very happy to interact in person, via telephone or through Zoom or Microsoft teams.
We are dedicated to providing investment solutions and strategic financial planning for our clients to help them minimize tax and maximize wealth. Simply put, we strive to be our client's trusted advisor. Our "Advisory Collective", has formed a three way partnership of financial professionals that has expertise in investments, insurance, group benefits and pension plans.
Get Answers To Your Retirement Planning Questions For most people, planning for retirement is an important goal and an integral piece of their comprehensive plans. Often times, questions about retirement planning – whether and when to retire – are the sparks to move someone to seek advice and develop a plan
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.
After working as an equity trader for over 25 years, I now share my wealth of investment knowledge with my clients! My services and advice are free! I only earn commission from the companies I recommend for you!
Kari Wood
Gerry is phenomenal to interact with. Year of experience. Word of mouth referral sincerely appreciated and so much gained from years of experience. Passionate about what he does and how he does it. If you are on the hunt for a genuine advisor, check out Phillips Financial Group. Gerry Phillips is a wonderful connection to have.
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.
Desmond mallory
I highly recommend volpe financial solutions , very helpful with assuring you with any decisions you make , felt very comfortable with any questions I had knowing I would receive an educated answer . The whole team is friendly, knowledgeable and truly passionate about their products. Everyone is there to help and give you all the attention needed to fulfill your needs .
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).
Jennifer Bailey
With the myriad of financial advisors available, why should you choose George? It's pretty simple. He has decades of knowledge and experience to make sure the financial decisions you make based on his advice are the right ones for you; and he will put you – the client - first. Every time. His ethics and integrity are beyond reproach, and he will be patient, empathetic and understanding of your personal situation and needs. How do I know this? George has been our advisor since the beginning, and we would not be in the financial position we are today without him. In fact, I have been able to retire at 53 years of age! Go with George. It will be one of the best decisions you ever make.
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.
Carolina archibald
Alice is THE best financial advisor I’ve ever had. I’m 27, and started my own business about 1 year ago. Now that I’m growing I’ve realized that I need a team to help me out.
Alice made this whole process very easy to understand, I finally feel like I have control over my economics, and working towards achieving my business and personal goals. If you’re looking for a financial advisor this review is a sign to go with Alice, you’re in great hands! Thank you Alice for everything, you’re amazing
Emil focuses on working with clients to create long-term personalized retirement plans. In addition, he puts the plan pieces together and keeps clients on track to reach their goals. Emil is a Financial Planner and has spent the last 7 years serving families in the west of Toronto at Canfin Financial Group. Emil holds a Registered Retirement Consultant designation and helps his clients with insurance, investments and mortgages.
Khaled MOJADIDDI
My family and I have been working with Emil for several years. From day one his attention to detail and care for our family’s needs has been a life changing journey. He is the reason why our wealth has grown in a positive manner and my family and I are lucky to have him on our side specially during these uncertain times.
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."
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.
We love helping families secure their financial future. Our job is all about helping others and it is really why think it is crucial to spread the knowledge of financial literacy.
We opened our first office in Oakville as we were in business remotely a couple of years before that. The main reason is as important our mission is, we cannot do it alone. So we are actively expanding our client reach through growing our team of licensed financial professionals
Our purpose first and foremost is to educate the clients we meet. We teach a wide range of financial concepts to enable clients to make educated decisions. We recommend a wide range of financial solutions that are not limited to one provider since we operate on a brokerage model. Our associates will always have that human connection in mind and are committed to personally working with clients to achieve their financial goals. We do not charge any consultation fees and provide clear and credible illustrations to help our clients.
We can meet with clients on zoom or in our office. We also are able to arrange in person meetings with the clients across the GTA depending on circumstances and availability
We operate under the strict provincial safety regulations and recommendations from the Canadian health association.
