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- 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
We are a Financial brokerage with over 16 years of experience in this business, offering Financial services as Retirement planning, Debt management, Income protection, Children planning and Estate planning. We Help families to achieve their financial goals.
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.
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.
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.
Empowerment Through Financial Education When was the last time an advisor show you where their own money is invested? Here is why it is important only some one who built wealth teaches you how to do it, that what sets me apart because Canada became my new home in 2015, and like many, I faced challenges with managing money without a financial background. Discovering the power of financial education transformed my life.
Gordon Chau
Tal literally has single handedly changed my whole financial future. From working 9-5, pay check to pay check, spending more than making, not investing, not saving, not thinking long term, the list goes on. Tal has taught me everything about my own finances from creating, to saving, to multiplying, I now own multiple businesses, understand tax deferral, tax advantages, business loans, the list goes on. I will never ever go to someone else in regards to my finances because I truly know Tal has my best interest, and guides me in the right direction and also lets me know truthfully if I am over leveraging. I’ve had multiple multiple advisors, and no one has ever genuinely consulted me like what Tal has done. Most important is he actually cares. You need to speak with Tal if you really want to set yourself free from the rat race, want to learn business, want to learn skills that will get you to the next level and you a network with highly driven and genuine individuals. Thank you for everything, I truly wouldn’t be in the mindset of where I am at if I didn’t meet with Tal here and there.
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 is an NYSE Listed Firm and a 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. I solve the issue of poor asset allocation, and improper risk levels and educate prospective clients. I clarify your values, articulate your goals, and commit you to a strategy to achieve your goals by specific dates.
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.
Noa Kim
Bharat has been a fantastic help with anything related to accounting. I was looking for help to set up Quickbooks and start entering transactions accurately. Unlike other accounting firms that have a middle man preventing me from speaking directly to an accountant and charging very high fees, Bharat was very quick to get back to my emails and was willing to jump on a video call within 24 hours of my request. He went above and beyond to coach me about bookkeeping and he answered all of my questions in a way that I could understand.
I'd highly recommend!
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.
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.
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.
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.
When considering what sets me apart as a financial advisor with Industrial Alliance, there are several key factors that differentiate me from other businesses in the industry: 1. Personalized approach: I take the time to truly understand each client's unique financial goals, circumstances, and risk tolerance. By tailoring my recommendations to meet their individual needs, I can provide personalized and effective financial planning strategies.
It’s not enough to be covered, you need to be protected. The right life insurance and proper investments can protect you and your family. Savings and life insurance show just how much you love yourself and your loved ones. I’m Muhammed Muksud Khan and I have been an iA Financial Group advisor since 2018. At iA Financial Group, I've gained a wide range of experience, providing me with the knowledge and skills needed to serve our clients with the best quality, care and advice.
Saber
Working with Mr. Muhammed Khan and a very good experience. I felt that Mr. Khan was very knowledgeable and provided all the necessary information that I wanted to know. I choose to open to account through him a TFSA and RRSP.
It has been more than year that I have opened both accounts with Mr. Khan and so far my investments have done very well.
I look forward to possible opening more accounts or even buy an insurance from Mr. Khan someday when the time is right.
I am an Independent Financial Adviser with Candor Financial Group with previous experience in personal wealth management and tailored investment portfolios. I specialize in creating a personal relationship with each of my clients to make sure that no financial concerns go left unaddressed. Whether you are just starting out or you already have a in depth portfolio and need a second opinion I will be able to clearly explain your options and the different paths you might take to achieve your financial and investment goals.
Eva
Lawrence gave us great advice and helped us make some important financial decisions on our mortgage and investments. With so much uncertainty with the mortgage rates and the economy, he shared information on rates and various solutions and strategies, which helped us feel empowered to make a good decision for our specific situation. He has also helped us with RRSP investments and we always walk away feeling more informed and better equipped to handle current and future financial decisions!
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
“Looking After Your Trusted Assets…So You Can Enjoy The Good Things In Life!” ™ 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 client’s investment accounts. I subscribe to and pay a large fee to access relative strength analysis from a company based in Calgary.
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 My goal is to ensure your peace of mind so that you can sleep well at night. Services: Investment Management Services Financial Risk Management Services Wealth Management Services Wealth Accumulation Plan for Retirement Systematic Withdrawal Plan in Retirement Education Savings Plan Life and Health Insurance Products: Solution for RISK MANAGEMENT: Life Insurance Mortgage Insurance Income Protection and Best Doctors Plan Health Insurance (Drug, Dental, Vision, etc.) Travel Insurance and Super Visa Insurance For Business Owners: Key Person Insurance and Buy-Sell Agreement Group Insurance Investment Products: Mutual Funds (Opportunity of investing globally with renowned money managers) Islamic (Shariah Compliant) Investment Funds – Interest-Free Investment Component Guaranteed Investment Certificate (GIC) Principal Protected Notes (Investment is 100% protected, you can't lose your money) Insured Investment Funds (Opportunity of Investing with insurance protection) INVESTMENT VEHICLES for Wealth Accumulation: RRSP TFSA RESP RDSP Non-Registered RRIF LIRA LIF Annuity LRIF For any complex situation, I collaborate with our team to ensure that the plan is the right one for you – not just for this year, but for your life as it changes. Have questions, please contact. Contact Details: Mohammad S. Ripon, RRC® Financial Planner Desjardins Financial Security Independent Network 400 - 3410 Sheppard Avenue E, Scarborough, ON Tel: +1(416) 297-1766x3334
Bringing confidence in my clients' lives by managing their catastrophic risks. Would love to help them to be on the right track and to feel confident about thier future financial well-being.
Every person in the world required to follow a few important steps to be financially independent in their retirement. I'd like to see my clients, after retirement, are very happy and financially solvent.
I always put my client's best interest ahead of everything. With due diligence, helping my clients to find their financial needs and goals based on asking questions and specific techniques.
Yes, I provide my services online or remotely. Based on client's preference, in-person services can also be provided with masks and proper distace maintainance .
We follow the government rules and regulations about Covid-19. We use zoom meetings, Microsoft Team, phone calls, social media to connect our clients. When we meet in-person (rarely), we use masks, hand sanitizer, and maintain the proper distance required for Covid-19.
