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Toronto
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.
Ivan
I was in search of a dependable financial advisor to navigate my investment decisions, and I was fortunate to come across Daniel. From the outset, Daniel proved to be exceptional. He provided clear guidance on how to allocate my funds, offering comprehensive explanations behind his recommendations and patiently addressing all of my inquiries. His expertise not only helped me understand the intricacies of finance and markets but also instilled confidence in my investment approach. I highly recommend Daniel for anyone seeking a knowledgeable and personable financial advisor.
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
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
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
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
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
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
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.
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
We are a company that is dedicated to offering efficient, reliable, and personalized insurance, investment, and financial consultation services to all those in Canada or planning to travel into the country. Our team is made up of experienced and professional personnel who thrive at giving you tailor-made premiums as per your financial situation, and the long term goals and objectives.
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. We do research every day to know what is happening in the markets, take advantage of current trends, and avoid anything that we will feel is threatening that is heading our way. We call this; connecting the dots. You can ask us for our latest article on Market update, where we show you we are up 39% so far this year using the "connecting the dots strategy" stated above and averaged 20% for our clients for the last 20 years. You can see recent client reviews here that prove this. Also, note we are presently at the beginning of a slingshot that follows market downturns. Slingshot timing is critical to creating wealth. If you procrastinate and wait to see how well we are doing, the subsequent slingshot maybe ten years away. The last one was in 2009, where we made 84%, followed by a further 45% in 2010 after the 2008 financial Crisis caused by subprime mortgages created by who else but the banks where your so-called safe investments are the feds bailed out the banks. Without the bailouts taxpayers are still paying for, more banks would have failed, and many investment houses like Leaman Brothers would have failed. So obviously, strong up to, date information is critical for your success, and "connecting the dots " does this. Our goal is to show you how to achieve a higher income or increase your returns while reducing your taxes and mortgage payments, which creates more monthly cash flow using advanced strategies that can include tax-free income and investing. While Banks consider a 4-7% return a solid, safe return, the reality is you are losing money as the combined effect of tax increases and inflation for the last decade decreased the purchasing value of the dollar by a Whopping 24.8%. High blood pressure is called the silent killer of your health, and inflation and taxes are the silent killers of your financial dreams because most financial planners concentrate on the sale, not the advice. Since we do not earn commissions on sales, we can give you 100% unbiased advice. The big institutions say that these funds have no risk because they are balanced, and you have been programmed to trust them because this is where we bank, and they have significant buildings. But those significant buildings cost money, and you pay for them in your fees. So their no-risks statements are full of risk. Inflation and taxes reduce your net returns to 1-3%, and the costs often outweigh the difference. And you wonder why your investments are not keeping up with inflation as gas prices, groceries, and rent skyrocket, and now you have to pay taxes and fees. You are in the rat race, going nowhere fast. But that can change if you have good advice and act on that advice. An example of our "connecting the dots strategy" is from 2012 to 2021, the Nasdaq 100 total return was 262.15%. I always ask my clients if they feel that Science and technology are slowing down. They always say no, so I ask them why they have not been taking advantage of their knowledge. The financial advisor they are using is following his Bank or insurance policy to spread your funds over many funds instead of investing in one or two funds that are earning superior returns. I learnt from Warren Buffett that diversifying he says"diversified funds or balance funds are bad investments because as one fund goes up, another is going down diminishes any growth you would have had by only investing in the funds creating wealth. We have therefore stayed away from these types of funds and allowed our research to be in the suitable funds at the right time. Just eliminating the negative effect of balanced and diversified funds will increase your returns that includes their newly named balanced portfolios that banks push that have up to 35 funds inside them (Warren says again that is over-diversifying) . But as previously stated, inflation and taxes erode the purchasing value of your dollar if left unchecked. Most advisors never address this critical issue. Therefore, their approach to investing is outdated. This is why most people continue to look for a better alternative to what they are already doing because there has to be a better way to succeed. Because of our experience, education and analytical research, we have helped clients achieve above and beyond their original goals; we are very passionate about making these goals come true for you. What you can expect from us is not just great returns or tax savings, but you will learn how we do this and build up your knowledge by leveraging ours. So our Consulting and Education Services provide Wealth and Tax Strategies, Demographic / GDP Trend Forecasting, and Connecting the dots strategy that creates higher returns and helps avoid most downturns. For Financial Professionals and Individuals. We want our advice to be based on experience and the research we do that makes a difference in your net results. Our returns over the last 30 years have beaten all Banks considerably, and I am still looking for just one Financial Planner who comes close. Just read my connecting the dots strategy and results, and you can see for yourself. If nothing else, sign up for the free emails I send out to help you make better investments for yourself.
Albert Einstein once said before you leave this earth, make it a better world by doing something that changes it for the better. So I try to make a significant positive change to everyone's financial affairs, and that way, I change their lives. It drives that passion in me, knowing I did that. When no one else can. I love making families reach their financial goals to fulfil their lives' dreams.
I wanted to control my future and help other do the same
Experience, for more than 30 years, we have helped thousands of individuals and families achieve their financial planning goals with massive success for all involved. We now focus on education and consulting for the public. For over 30 years, the strategies I have created have averaged over 20% for my clients. Many at first disbelieve this until I show them the average return for the Nasdaq for the last 12 years before the war in Ukraine and Biden's spending of 10 trillion Dollars. The recommendation we discussed has a track record from 2012 to 2021 for a total return of 262.15%. That is an average return of 26.22% per year in this period. I want to show you how you can create wealth too.
Just go to my website, look for strategies, scroll down to strategy number 4, "results from connecting the dots," and see how we created a 20% average return for our clients from 1982 to 2021 and how we did it.
We can do a zoom call to initiate interest. Followed up with a more in-depth one-on-one meeting if warranted
based on 1,901 reviews
The average rating for Bark Financial Advisors in Toronto is 4.80, based on 1,901 reviews.