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Markham Centre Financial Services Inc. is a financial services company that offers a wide range of services including insurance, investment, taxation, and more. With offices in multiple locations across Canada, our team of experienced advisors will work with you to develop a personalized financial plan tailored to your unique needs and goals. From auto and home insurance to critical illness and long-term care insurance, participating whole life insurance, and more, we have the solutions you need to secure your financial future. Our experienced team is dedicated to helping you achieve your financial goals, whether that's saving for retirement, funding your child's education, or protecting your assets. We'll work with you to identify your financial objectives and develop a customized plan to help you achieve them.
The reviewers praised the exceptional customer service, personalized attention, and expert guidance provided by the financial advisors.
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The Pitch Financial Group has assisted with navigating financial planning for three generations. In 1955 Irvin Pitch began a career with Sun Life, he established the Pitch Financial Group in 1979 to expand the financial planning services available to his clients. After practicing law for several years, Irv's son, Raymond, recognized that his legal background would be an asset in helping the growing number of professional families in the Greater Toronto Area with financial planning, and he joined the Pitch Financial Group in 1987. In 2019 the third generation, Jeffrey, chose to follow in his fathers' footsteps and join the family business. The Pitch Financial Group is unique in the ability to offer three generations of continuity and service. Each generation is motivated by building strong relationships with people, learning about their background, families, and business.
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By Design Financial Services specializes in structuring financial complexities, planning and charting probabilities. We offer The Lifestyle Design Process to assist women and their families to draw up a complete, custom financial plan that perfectly suits their lifestyle and financial situation. We provide financial planning, investment, and tax-planning strategies designed around each client's individual needs and circumstances. Our team of experienced financial advisors helps clients achieve their financial goals and create a secure financial future. We believe in life-styled financial planning for women and families.
The reviewer highly recommends Brian Ward due to their long-standing, trustworthy relationship and his instrumental role in helping her achieve her financial goals.
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Excel Financial Group is a leading provider of financial services, including insurance, mutual funds, real estate, and mortgage services. Our mission is to provide innovative and flexible financial solutions that cater to our clients' unique needs. With exceptional customer service, we strive to deliver personalized plans and packages that help our clients achieve their financial goals.
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Trademark Capital Finance Corporation is Canada's premier financial source focused on providing innovative and affordable financing solutions to small and medium size businesses across various industries throughout Canada. Our Team originates credit applications from both vendors and small/medium sized businesses interested in acquiring equipment for their business needs and works in close conjunction with Canada's top underwriting sources to provide lease financing for this equipment. Our expertise and superior reputation enables us to provide affordable terms as well as focused driven solutions that incite increased positive cash flow, profitability and enhanced development for our customers.
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Heritage Investments Capital is a global provider of innovative financial and business solutions to corporate, construction, infrastructure, technology, and real estate sectors. Our tailor-made products and services include direct loans, joint ventures, and direct investment into companies or projects. We help clients achieve their goals by providing strategic, financial, and geographical expertise. With over 60 years of combined managerial experience, our team of consultants and specialists work with clients worldwide to improve their performance and overcome challenges in the ever-changing financial environment.
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Northland Wealth Management is an award-winning, independent, family-owned multi-family office that has been serving affluent Canadian families since 2011. We are a beacon of trust and expertise in the Canadian wealth management landscape, committed to giving families unprecedented control over their financial legacies. From investment strategies to family governance and succession matters, our expert advisors provide unbiased advice and education to help families plan for their financial futures.
The reviews highlight the company's exceptional client service, dedication, and expertise, with clients feeling valued and confident in their financial planning.
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Acwealth Insurance Agency Limited is a professional financial planning firm based in Toronto, Canada, dedicated to providing holistic financial planning services to individuals, families, and business owners. Our experienced team of financial professionals offers expertise in wealth management, retirement planning, estate planning, life insurance, critical illness insurance, disability insurance, RRSP, RESP, and group insurance for business entities. With years of experience, we strive to utilize our financial expertise to help our clients achieve personal and financial peace of mind.
The reviewer praised the team's professionalism and quality of advice.
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Durant-Financial provides financial solutions, bringing peace of mind to families and corporations by keeping their clients' interests FIRST. We help build, manage, preserve, and transition wealth for families and corporations. Our financial advisory firm strives to provide unbiased opinions, designed to achieve long-term investment results. We strive to be a trusted advisor, helping our clients achieve their financial goals. With a family-owned and operated approach, we provide personalized financial planning and strategic wealth management for our clients.
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DWL Financial Group Ltd. is a financial planning and investment services company based in Markham, Ontario. The company was founded by Daniel Ling, a Certified Financial Planner with over 20 years of experience in the industry. The company's mission is to help individuals and businesses achieve their financial goals by providing customized financial planning and investment advice. With a team of experienced professionals, DWL Financial Group Ltd. offers a range of services, including financial planning, investment management, and retirement planning.
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