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Newmarket
“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.
Elke Corbett
Working with Gary and his team has been a pleasant experience. He took the time to understand my situation and then presented a clear plan on how he can help me reach my goals. Gary was also patient in answering all of my questions making sure I understood the elements of the plan he was creating for me. The addition of support with wills and setting up beneficiaries was a pleasant surprise and offered a complete package. I would recommend Gary to anyone who it looking for some help with their financial goals.
Newmarket
Facing a major financial decision? Want to achieve your financial dreams? With over 22 years' experience in finance, I provide clients with honest advice and great service (see my reviews). Let's chat. I can help you with: - Financial Planning to minimize your taxes and achieve your goals - Pension Transfer Analysis: Understand your options. - Estate Planning to maximize your estate value for your family
Sejal
I would highly recommend Vikash highly as a financial advisor and mentor. Financial planning and managing my investments are things that do not come naturally to me. I have had a number of financial advisors in the past, and had struggled with putting a good financial plan in place with them. I never realized but what I was missing was someone like Vikash who brings a wealth of financial understanding and real world experience as a fund manager, something that your typical financial advisor focused on products and value of your portfolio does not. He understands how markets work, how to manage your money and investments to best advantage, and most importantly how to put it all together with clear recommendations on how to achieve your financial goals. He is passionate about his work, loves his work and this shows in the financial insights he brings to the table that really get you to see things in a new light. Vikash goes out of his way to answer financial questions and has become my financial mentor through this journey. After a few months with Vikash as my financial advisor, not only have a learned a tremendous amount in a short time, but for the first time in my life have a detailed financial plan place that will take me to retirement and beyond. Thank you Vikash for the breadth and wealth of financial experience you bring to the table, for your patience in answering all my questions, and for going out of your way to coach and advise. You not only figured out what I was struggling with in terms of financial planning, but you turned things around for me so that personal financial planning has gone from something I ignored or was frustrated with, to something for which I am slowing growing a love and becoming an active participant! I am truly blessed to have you in my life as a financial advisor.
Newmarket
We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible.
Newmarket
We are dedicated to providing sound advice in all areas of financial planning. These include, financial management, insurance, investments, tax planning, retirement planning and estate planning. We are proud of the work we do with both individuals and business owners.
Newmarket
My primary goal is to help individual investors and businesses develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s education, reduce taxes or plan for retirement, I can help.
Newmarket
MISSION To help ordinary Canadians create ‘extraordinary’ wealth. To educate Canadians and introduce them to plans and systems that will allow them to: * Reduce the amount of interest & taxes they will pay during their working life & in retirement. * Implement little known, but highly effective strategies designed to create more wealth in less time. * Leave a financial legacy that will be 100% non-taxable & not reduced by the typical burden of income tax, Probate taxes and Executor fees.
Newmarket
At Braestone Family Wealth, we are a team of financial professionals supporting individuals and families. Our services are designed to help you live your vision, bringing you peace of mind. Our business name encompasses two things. Brae, meaning hillside which represents our team's ability to view the entire landscape to uncover your vision and goals. The stone is what comes next to create a solid foundation - your plan.
At our firm, we empower families and individuals to achieve early retirement by providing tailored financial strategies. We offer comprehensive education on wealth management, guiding you to build a secure and customized financial plan. In addition to investment advice, we also are licensed to provide life insurance. Our expertise extends to serving those who may face challenges in obtaining insurance. By taking a holistic approach, we ensure that you are well-informed on all aspects of investing and budgeting, setting you on a path to long-term financial security.
What I love most about my job is helping people escape debt and regain their financial footing. Debt can create significant pressure and anxiety, and I find great satisfaction in alleviating that burden. Additionally, I’m passionate about guiding young people toward homeownership and helping them achieve their dreams.
I started this business because I faced financial challenges and struggled to find a compassionate advisor who truly cared. I wanted to create a service that was personalized and not dependent on clients purchasing specific products.
My goal was—and still is—to genuinely help people and make a meaningful difference in their lives.
Helping others is my passion, and it gives me a true sense of purpose. I'm especially dedicated to supporting young people as they begin their journey in life.
In a world that's often challenging to navigate, I consider it an honor to use my skills and talents to help others achieve their goals.
I’m genuinely available at any time—whether it’s during regular business hours, evenings, or even holidays. I believe that to provide proper service, a financial advisor should always be accessible. I use Zoom for personalized consultations, ensuring seamless communication no matter the time or distance. We can also stay connected through text, email, or phone—whatever suits you best. Regular check-ins are essential as financial markets shift, and I want my clients to know they can always count on me.
Using Zoom for remote meetings is an excellent way to maintain social distancing if there are concerns about illness or COVID. It also saves time and effort, making it a practical choice for everyone involved.
