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North York
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.
Matthew
I'm glad that I had a chance working with such a motivated professional who didn't hesitate to assist me in any possible way she could. She has been actively working with people who need to get their financials improved and she has shown high level of success in this field. I strongly recommend her support and professional services to anyone.
North York
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.
Michael Picken
Dan takes an unconventional approach to investing that I found refreshing.
He took time to explain his strategies that require understanding and a tolerance for risk. Then you choose what’s the right fit for you.
The upside has been the growth actualized in my accounts.
I have also learnt so much from the experience. What I now know helps me to ask better questions , and make better decisions around how I manage my investments
Mike
North York
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.
North York
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.
North York
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.
North York
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.
North 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.
North York
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.
Carisa Rodriguez
It’s been a pleasure working with Lisa, Stephanie and Gio! I really appreciate their team for taking their time to help me make an informed decision on the best way to save/ invest my money given my current situation. They are all so genuine and care so much about their clients - they helped me create a plan that makes the most sense. The only thing is, I wish I had learned about financial education much earlier so I could have started saving money years ago. But it’s never too late to start right :)
I’m recommending their team to my family and friends for all of their financial needs! Thank you once again.
North York
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.
North York
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
North York
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.
North York
Our team provides Wealth Management services including building and managing customized tax efficient investment portfolios, life insurance, retirement income solutions, and estate planning strategies for our clients based on comprehensive financial planning. Our clients include Families and Individuals of high net worth, Medical Professionals, and Business Owners.
Yosri Al-Kishawi
My wife and I have been a clients of Abbas Fazal at RBC Dominion Securities for over three years now. His financial advice and insights have been, and continue to be, very valuable to us. Abbas is very prompt in his responses, professional, and is very flexible in his meeting times. We look forward to continue working with Abbas.
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. Global Opportunities: Seamlessly navigate a world of possibilities as we empower you to invest across diverse markets. User-Centric Design: Whether you're a seasoned investor or new to the scene, our user-friendly interface makes investing intuitive and accessible. Strategic Excellence: Nexero stands out for its expertise in strategic investment, transforming market differences into profitable opportunities. At Nexero, we're not just a platform; we're your strategic partner in navigating the dynamic world of investment. Join us on this journey, and let's shape the future of smart investing together.
Helping Clients Achieve Financial Goals: Guiding clients toward their financial objectives, whether it's wealth accumulation, retirement planning, or investment growth is deeply satisfying for me.
Problem Solving: I enjoy the challenge of analyzing complex financial situations and developing tailored solutions to meet my clients' needs.
Building Relationships: Establishing and nurturing long-term relationships with clients is one of the most fulfilling aspects of my job. Being a trusted advisor and helping clients navigate their financial journey is rewarding.
Continuous Learning: The financial industry is dynamic, and I often appreciate the opportunity for continuous learning. Staying updated on market trends, investment strategies, and financial planning techniques keeps my job intellectually stimulating.
Impact on Lives: Making a positive impact on my clients' lives by providing sound financial advice and helping them secure their financial future brings a sense of purpose to my role.
Autonomy and Entrepreneurship: I value the autonomy that comes with managing their practice. Building a book of business and having the opportunity to run their own financial advisory firm is gratifying.
The decision to start a business is often motivated by a combination of factors, including personal passion, identified market opportunities, the desire for independence, or the goal to address a specific need in the market. Individuals may also be inspired by a vision to make a positive impact, pursue a lifelong dream, or contribute to their community.
As a seasoned financial advisor, I bring a wealth of expertise and knowledge to the table. My deep understanding of financial markets, investment strategies, and economic trends allows me to provide informed guidance tailored to your unique needs. With years of experience in the industry, I have honed my skills to offer comprehensive financial advice that delivers results.
I take a personalized approach to financial planning, recognizing that each client has different goals, risk tolerances, and financial situations. By taking the time to understand your individual circumstances, I can create a customized financial plan designed to help you achieve your objectives. Your success is my priority, and I am committed to crafting strategies that align with your specific aspirations.
My track record speaks for itself. Over the years, I have helped numerous clients navigate the complexities of financial planning and investment management, delivering positive outcomes and peace of mind. I believe in transparency and clear communication every step of the way, ensuring you are fully informed and confident in your financial decisions.
At Nexero, we prioritize our clients' interests above all else. With a client-centric focus, we strive to exceed your expectations and provide unparalleled support throughout your financial journey. Whether you have questions, need guidance, or require assistance, I am here to help, offering accessible support whenever you need it.
Innovative solutions are at the heart of what we do. By leveraging cutting-edge tools, technologies, and investment approaches, we stay ahead of the curve and deliver forward-thinking strategies that drive success. Our holistic approach to financial planning encompasses all aspects of your financial life, from retirement planning to estate planning, ensuring a comprehensive strategy that addresses your evolving needs.
Your financial well-being is my top priority. With a commitment to excellence and a dedication to your success, I am here to guide you towards a brighter financial future.
I predominantly offer my financial services online for several compelling reasons:
Convenience and Flexibility: Remote services provide unparalleled convenience, allowing clients to engage with me from the comfort of their homes or offices. Virtual meetings offer flexibility in scheduling, making it easier for clients to fit financial consultations into their busy lives.
Time Efficiency: By harnessing the power of virtual meetings and online tools, I streamline processes to save clients valuable time. This means less time spent commuting to appointments and more time focusing on what matters most.
Accessible Expertise: Regardless of geographical distances, my remote services make expertise easily accessible. Clients can tap into my financial knowledge and guidance without being limited by location constraints, ensuring they receive the support they need, wherever they are.
Secure Communication: Rest assured, I prioritize the security of our communications. I utilize secure online platforms for confidential discussions, document sharing, and financial transactions, providing peace of mind for all parties involved.
Technology Integration: I leverage cutting-edge technology to enhance the client experience. From video conferencing to financial planning software, these digital tools contribute to a seamless and efficient service that meets the needs of today's tech-savvy clients.
Real-Time Updates: With remote services, clients receive real-time updates on their financial portfolios and market changes. This ensures they stay informed and can make timely decisions without the delays associated with traditional communication methods.
Reduced Costs: Remote services often translate to cost savings for clients. By eliminating the need for travel expenses or in-person meeting fees, I offer cost-effective solutions without compromising the quality of financial advice.
Global Reach: My remote services enable me to serve clients not only locally but also globally. This expanded reach opens up opportunities for clients who appreciate the ability to work with a financial advisor without borders.
By embracing online financial services, I strive to deliver a convenient, efficient, and secure experience that meets the diverse needs of my clients, wherever they may be.
Not much, just told them to stay home, since we rarely meet, the difficult part was to get my elderly clients to operate online, however we got there and now it is the way they are used to doing it, and they are happy about it.
4.82/5.00
based on 25 reviews
The average rating for Bark Financial Advisors in North York is 4.82, based on 25 reviews.
