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Newmarket
Facing a major financial decision? Want to achieve your financial dreams? With over 22 years' experience in finance, I provide clients with honest advice and great service (see my reviews). Let's chat. I can help you with: - Financial Planning to minimize your taxes and achieve your goals - Pension Transfer Analysis: Understand your options. - Estate Planning to maximize your estate value for your family
Sejal
I would highly recommend Vikash highly as a financial advisor and mentor. Financial planning and managing my investments are things that do not come naturally to me. I have had a number of financial advisors in the past, and had struggled with putting a good financial plan in place with them. I never realized but what I was missing was someone like Vikash who brings a wealth of financial understanding and real world experience as a fund manager, something that your typical financial advisor focused on products and value of your portfolio does not. He understands how markets work, how to manage your money and investments to best advantage, and most importantly how to put it all together with clear recommendations on how to achieve your financial goals. He is passionate about his work, loves his work and this shows in the financial insights he brings to the table that really get you to see things in a new light. Vikash goes out of his way to answer financial questions and has become my financial mentor through this journey. After a few months with Vikash as my financial advisor, not only have a learned a tremendous amount in a short time, but for the first time in my life have a detailed financial plan place that will take me to retirement and beyond. Thank you Vikash for the breadth and wealth of financial experience you bring to the table, for your patience in answering all my questions, and for going out of your way to coach and advise. You not only figured out what I was struggling with in terms of financial planning, but you turned things around for me so that personal financial planning has gone from something I ignored or was frustrated with, to something for which I am slowing growing a love and becoming an active participant! I am truly blessed to have you in my life as a financial advisor.
Newmarket
We are dedicated to providing sound advice in all areas of financial planning. These include, financial management, insurance, investments, tax planning, retirement planning and estate planning. We are proud of the work we do with both individuals and business owners.
Newmarket
My primary goal is to help individual investors and businesses develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s education, reduce taxes or plan for retirement, I can help.
Newmarket
MISSION To help ordinary Canadians create ‘extraordinary’ wealth. To educate Canadians and introduce them to plans and systems that will allow them to: * Reduce the amount of interest & taxes they will pay during their working life & in retirement. * Implement little known, but highly effective strategies designed to create more wealth in less time. * Leave a financial legacy that will be 100% non-taxable & not reduced by the typical burden of income tax, Probate taxes and Executor fees.
Newmarket
At Braestone Family Wealth, we are a team of financial professionals supporting individuals and families. Our services are designed to help you live your vision, bringing you peace of mind. Our business name encompasses two things. Brae, meaning hillside which represents our team's ability to view the entire landscape to uncover your vision and goals. The stone is what comes next to create a solid foundation - your plan.
Newmarket
“I Look After My Client’s Trusted Assets…So They Can Enjoy The Good Things In Life!” TM. 24 years with the premier investment brokerage company in Canada - RBC Dominion Securities. Previously with The Royal Bank of Canada and spent nine years with Royal Trust. Returns matter since I didn’t get into this business to babysit my clients investment accounts. I subscribe to and pay a large fee to access relative strength analysis from a company based in Calgary.
We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. With over 90 years of combined experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others. We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.
We’ll clarify your goals and concerns, evaluate your current financial situation, and synchronize six major areas of your financial well-being to create your IG Living PlanTM.
As your life moves through different phases, our ongoing process will proactively monitor and respond to you–reflecting our comprehensive, yet flexible team-based approach to financial planning that can deliver a deeper emphasis on any aspect of your living plan.
Helping people with complex situations. Explaining things in simple terms
There’s no such thing as a one-size-fits-all approach to financial planning, so we begin by understanding what really matters to you.
My commitment to you is through lifelong relationships, we will get to know your family, to proactively adapt your financial plan for whatever life brings.
We can book on line meetings, if timing is an issue for you.
We do virtual meetings, to keep you safe in these trying times. While walking you through your plan.
