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East York
Empowerment of families thru financial education. When was the last time an advisor show you where their own money is invested? Here is why only someone who built wealth must teach you how to do it, that is what sets me apart because as a first-generation Canadian, and like many, I faced challenges with managing money without a financial background cause school doesn't teach that here.
East York
Experienced in private banking and the insurance world, dealing with business owners, high net worth families and professional athletes. Financial advisory provided in a private bespoke platform.
East York
Provide personal investment and retirement planning. Please provide your contact number in your additional detail so I can call you back.
East York
Here to help Canadians Transition from Business Owners to Retirees. Let's make sure you have confidence in your financial plan for the future.
East York
✅ I advocate on your behalf to the Insurance and Investment market in order to design you the most affordable, effective and efficient plan. ✅ With working together we taking into account your specific needs and wants, matching them to suitable financial plan from multiple financial companies. ✅ I am ready for assistance. Let's talk over a coffee, phone call or virtual meeting.
East York
Fee-for-service Financial Planning. Accounting. Tax. Flat fee engagements with no commissions or hidden incentives. Your best interests are our best interests. That's Novel.
East York
For more than 25 years, Lifecorp Financial has been assisting self-employed professionals and high net worth individuals clarify their personal values and determine the best financial planning solutions. With an understanding of the big picture we construct and implement customized strategies to achieve your specific goals. These include: Wealth Preservation Avoidance of Unnecessary Taxation
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). My other passion and specialization is my innovative and creative solutions to retirement planning. Whether you are nearing retirement age, have recently downsized, or are seeking a tax efficient retirement income stream, there is an effective solution for you. I specialize in making complex situations easy to understand and implement. I am committed to helping you live your dream. Whether your dreams are small or grand, my team will create a simple and realistic wealth management strategy to help you achieve them.
Most of all, I love being a resource, a teacher and a "go to person" for my clients. Putting together a portfolio is only a small part of the job. You need to be a knowledgable about multiple aspects of financial topics. But you need to convey it in a manner that is understandable and empathetic to the needs of the client, and their families.
I come from a family of entrepreneurs. I made a conscious decision in my early 30s to leave an extremely stable and lucrative position in the public sector to start my own business in the field that I love. I don't regret a single moment of it!
After 23 years, I have seen and heard just about everything to do with the financial industry. Treat me as a resource. I don't proclaim to know all of the answers. But if there is something I don't know, I'll get the answer for you, and fast.
To be a successful financial advisor, you need to recognize that this is a relationship business. How do you ensure that the relationship remains strong and viable forever? Simple, do the right thing for the client. Act in the best interest of the client. Be responsive to the needs of the client, and in a timely fashion. And provide outstanding value for the services you provide. Most of all, do it with love and enthusiasm for the job!
5.00/5.00
based on 11 reviews
The average rating for Bark Financial Advisors in East York is 5.00, based on 11 reviews.
