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Brampton
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.
Brampton
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.
Brampton
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!
Brampton
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.
Brampton
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."
Brampton
At FB Financial Advisory, we specialized in helping small business owners and their families manage their financial risks faced in running a successful business or practice. Protecting your greatest asset – your ability to generate income. And developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Dina De Chavez
Choosing someone with honesty and integrity is very important. When choosing someone, in my experience, they need to listen and understand what your intentions will be with your money before simply taking it off your hands. As Francis been helping me for years, He always offered sound financial advice based on our investment objectives as well as our personal needs. He keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.
Having a planner that listen and understand certainly, it paid off.
Brampton
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.
Brampton
Independent Financial advisor providing investment advise (No Stocks), insurance for small business owners, critical illness insurance, Retirement planning using low taxed corporate Dollars ( Business Owners), Tax planning ideas for business owners and families
Brampton
Licensed professional working towards helping families and small business owners plan their Finances efficiently and protecting their financial future.
Brampton
We help identify “overlooked” financial opportunities to: a. Increase your paycheck by Significantly reducing income taxes & b. Increase money in your pocket from reducing your mortgage payments. Online assessments to access your opportunities from data in your income tax return (T1) is complimentary. www.cashflowacademy.ca
Brampton
Provides financial planning and support in order to help clients achieve their financial goals. As a Financial Advisor, we assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary or desired.
Brampton
We believe, that while it is important to choose investments and financial strategies with a history of good rates of return, it is just as important to look at an investment's performance in a year with a market downturn. We teach clients that to get the best return, their portfolios cannot go backwards. We only recommend investments with well-defined sell strategies that we believe will weather market downturns efficiently.
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. 2. Industry expertise: With 3 years of experience in the financial advisory field, I have gained valuable knowledge and skills that enable me to provide sound financial advice and investment guidance to my clients. 3. Commitment to client success: I am dedicated to helping my clients achieve their financial goals and secure their financial future. I prioritize building long-term relationships based on trust, transparency, and open communication to ensure that my clients feel supported and empowered in their financial decisions. 4. Continuous education and growth: I stay informed about the latest market trends, investment opportunities, and financial regulations through ongoing education and professional development. This allows me to provide my clients with the most up-to-date and relevant advice. 5. Exceptional customer service: I strive to provide exceptional customer service to all of my clients, going above and beyond to meet their needs and exceed their expectations. I am always available to address any questions or concerns and provide guidance and support when needed. Overall, what sets me apart from other businesses is my personalized approach, industry expertise, commitment to client success, continuous education and growth, and exceptional customer service. These qualities enable me to deliver high-quality financial advice and support to my clients and help them achieve their financial goals.
I appreciate your interest in my career journey. I have found great inspiration in working as a financial advisor with Industrial Alliance for the past 3 years. I have always been drawn to the world of finance and helping individuals achieve their financial goals. The opportunity to work in this field and make a positive impact on my clients' lives has been incredibly rewarding and fulfilling for me. I am constantly inspired by the opportunity to help others navigate the complexities of financial planning and achieve financial security for themselves and their families.
Thank you for considering me as a potential advisor for your clients. I believe there are several reasons why clients should choose to work with me:
1. Experience: With 3 years of experience as a financial advisor with Industrial Alliance, I have gained valuable knowledge and expertise in financial planning and investment strategies.
2. Personalized approach: I understand that each client has unique financial goals and needs. I take the time to carefully listen to my clients, understand their individual circumstances, and tailor my recommendations to help them achieve their specific objectives.
3. Trustworthiness: Building trust with clients is essential in the financial advisory industry. I prioritize transparency, integrity, and open communication to establish a strong and trusting relationship with my clients.
4. Ongoing support: I am committed to providing continuous support and guidance to my clients throughout their financial journey. I am always available to address any questions or concerns and to adjust their financial plan as needed.
5. Industry knowledge: I stay up-to-date on the latest market trends, investment opportunities, and financial regulations to ensure that my clients receive the most relevant and timely advice.
Overall, I am dedicated to helping clients achieve their financial goals and providing them with a high level of service and expertise. I believe that my experience, personalized approach, trustworthiness, ongoing support, and industry knowledge make me a valuable choice for clients seeking a trusted financial advisor.
Yes I can provide services remotely
• Life Insurance
• Disability Insurance
• Segregated Funds
• Mutual Funds
• Critical Illness
• RRSP
• Supervisa Insurance
• RESP
• Travel Insurance
• RDSP
• Health Insurance
Locked in Investments
• Group Insurance
•Mortgage
Line of Credit
• Final Expense
• Retirement Planning
• Corporation Plans
• Loan/Debt Consolidation • Estate Planning
In response to the COVID-19 pandemic, I have implemented several changes to ensure the safety and well-being of my clients:
1. Virtual meetings: I have transitioned to conducting most of my client meetings virtually through video conferencing platforms. This allows us to continue our discussions and financial planning sessions while minimizing the risk of in-person contact.
2. Enhanced communication: I have increased my communication with clients to provide updates on market conditions, investment strategies, and any changes to financial plans. Keeping clients informed and reassured during uncertain times is a top priority.
3. Remote document signing: To streamline the process of signing important financial documents, I have implemented electronic signature options to allow clients to sign paperwork remotely.
4. Secure online access: I have enhanced the security of online platforms and client portals to ensure that clients can access their financial information and communicate with me securely from any location.
5. Flexible scheduling: I have adjusted my scheduling to accommodate clients' preferences and availability, making it easier for them to connect with me at a time that works best for them.
By implementing these changes, I aim to provide a safe and convenient experience for my clients while maintaining the high level of service and support they expect from me as their financial advisor.
5.00/5.00
based on 31 reviews
The average rating for Bark Financial Advisors in Brampton is 5.00, based on 31 reviews.
