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Toronto
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.
Michael Picken
Dan takes an unconventional approach to investing that I found refreshing.
He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you.
The upside has been the growth actualized in my accounts.
I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments
Mike
Toronto
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.
Rosalie Pike
I am so fortunate to have been connected with Josh. Feom our first phone conversation he made me feel like a real person not just another investor. I really appreciate how he arranged our next call according to my schedule and he collected a lot of information that I later realized was very important to deciding my financial goals. I highly recommend him. I will be recommending him to my mother and friends.
Toronto
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.
Toronto
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.
Toronto
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!
Toronto
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).
Heinz Hauch
George is a very knowledgeable advisor who has taught me more about investing in a sound financial portfolio then any predecessors I have worked with in the past. His exemplary relationship building skills and friendly demeanor immediately put me at ease and made what are often stressful decisions that much easier. I am confident in his ability to provide accurate, timely financial advice and genuinely feel that this will evolve into a long term strong znd trusting relationship.
Toronto
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.
Anne-Sophie
I debated working with a financial coach for a long time before I bit the bullet. My partner and I were about to buy a house together and felt it was time to get my finances in order.
I was hesitating because I was afraid I would get judged by how I make/spend or that I would "waste" someone's time by working with them.
I could not have been more wrong - Alice made me feel welcome and worked through all the numbers with me. She gave me really actionable steps and advice to implement to improve my situation and have more financial security. She made the entire process easy and I genuinely felt that she was there to support me.
Toronto
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.
Nancy Korenic
“My finances made me sick”
I have been working with Araceli for just over 1 year now and it has absolutely changed my life. I am a professional and making great money has never been an issue for me however managing it was!
I have always known that ‘its not how much you make, its how much you save’ and sadly saving was never really a priority for me until my husband and I started a family. We then got serious and began to dabble in stocks, real estate and Seg funds always getting direction from so called “experts” but never really getting ahead.
Its was only after going through a health crisis and having to dip into our savings that I realized that we were in big trouble. My health was quickly declining and our savings was rapidly being depleted. My income took a hard hit when I got sick and I was no longer capable of providing for my family in the same capacity.
Upon meeting Araceli I was sceptical and thought she was going to be just like the other advisors I had done business with in the past. I put meeting with her off for almost a year because I was embarrassed about my situation and really believed that I was way beyond her help. I wanted to “clean things up” before I let her see the financial mess I believed I was in. What a mistake on my part!!!!!
Over the last year, Araceli has helped me look at, organize and bring light to my finances in a way that I didn’t think was possible. In this last year, since I began working with her, I have been able to pay off more than $60k of debt, increase my entire family’s life insurance, increase our savings and investments all while having a spending account that allows me to spend money without feeling guilty. Please know that all of this happened without me increasing my income, just better guidance and money management.
Now 1 year later, my finances are in order and I am on track for accumulating real wealth. I have more spending money then ever before and the best thing is my health has improved greatly. Araceli seriously saved me and I cannot thank her enough.
Toronto
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.
Toronto
I am a Certified Financial Planner (CFP) and Tax Accountant, helping my individual and corporate clients with tax planning, wealth accumulation and insurance planning. I help my clients in reducing taxes, filing tax returns, managing their investment and retirement portfolio and protecting their family and assets by choosing right type and amount of insurance. I build comprehensive financial plan for my clients, implement and review it on regular intervals.
Toronto
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.
Toronto
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
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.
The connections and helping people. Financial education is a passion and offering that knowledge to others to help them achieve their goals is highly rewarding.
With a background in Accounting and finance I discovered a love for numbers. However being a member of a large accounting firm did not give me the direct impact I desired. As a business owner we can control how we operate to create the best solutions that fit our desired clientele.
Service, Service, Service. Our service model is a minimum of quarterly contact. 2 meetings face to face (or virtual if preference) and 2 phone meetings per year. We also encourage our clients to reach out if they have any financial decisions or questions. There is no silly question. If its about you its important and we want to help! At Evergreen it is our focus to simplify the process and Educate so you can make the best decisions for you and your families future. We welcome a conversation to see if there is a fit.
Yes our online service offing is done via zoom meetings. As per our service model all stays the same allowing us to serve all clients in remote area's and more recently due to Covid-19
Due to Covid-19 we are now offering remote service.
based on 1,023 reviews
The average rating for Bark Financial Advisors in Toronto is 4.81, based on 1,023 reviews.