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IIT Financials Inc. is a one-stop-shop for all your investment, insurance, and tax needs. Our experts work closely with Canadian insurance and investment companies to find the right products tailored to your needs. We also offer accounting and bookkeeping services, as well as assistance with personal and corporate tax returns.
IIT Financials Inc. has received glowing reviews for its professionalism, expertise, and excellent customer service, with clients praising Harmohan Khanna's knowledge, patience, and availability.
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Aldridge Wealth Management is a leading financial services firm providing a wide range of lending solutions to investors and businesses in the United States and Canada. With a strong understanding of the real estate market, our experienced team offers customized financing options, including fix and flip, rental properties, and business loans, with flexible terms and low rates. We prioritize personalized service, ensuring our clients receive tailored solutions to meet their unique needs. Our goal is to empower investors and businesses to achieve their financial goals, while giving back to the community through non-profit organizations.
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Hadi Consultant offers a wide range of bookkeeping and accountancy services for individual and corporate accounts, providing well-organized accounting assistance tailored to suit specific requirements. Our certified public accountants provide accurate and timely tax filing services, financial statements preparation, and financial advisory services. We strive to build long-term relationships with our clients, founded on trust, professionalism, and respect.
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Mayhew Wealth Management is a team of dedicated professional advisors providing customized financial planning and wealth management services to help clients achieve their financial goals. Our services include financial planning, investing, family protection, tax planning, pension and retirement planning, and legacy and estate planning. We work with clients to create a personalized financial roadmap tailored to their unique needs and goals.
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As a leading financial services firm, Progressive Financial Strategy provides comprehensive wealth management, retirement planning, educational planning, estate planning, risk management, and business succession planning solutions to individuals, families, and businesses. Our team of experts will work closely with you to understand your unique financial goals and develop a customized plan to achieve them. From helping you plan for retirement to ensuring the smooth transition of your business, we are dedicated to providing personalized financial advice and guidance every step of the way.
Exceptional service, prompt response, knowledgeable technicians, and cost-effective solutions are the common themes in the positive reviews.
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Carte Wealth Management offers comprehensive financial services, including investment planning, tax planning, retirement planning, and insurance planning. Our team of experienced advisors provides personalized guidance to individuals and businesses, helping them achieve their financial goals. From starting out to retiring, we offer tailored solutions to navigate life's milestones.
The company's use of technology and open feedback system, as well as the expertise of specific advisors, were highlighted as positives.
Reviewers warned about potential compliance issues, unresponsive advisors, and the risk of money being mismanaged.
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LM Financial Services offers alternative lending solutions to Canadians, providing home equity loans, unsecured personal loans, and credit repair services. Our dedicated team of professionals helps clients rebuild or establish their credit scores. With over 10 years of experience, we provide creative financing solutions to individuals and businesses, focusing on the "Next Step" to achieve their financial goals. Our comprehensive application process determines the best financial vehicle to employ, making a significant impact on our clients' credit health. We prioritize our clients' needs, guiding them through the process of obtaining the financing they need to boost their credit and clear up any obstacles.
Positive reviews highlight excellent customer service, courtesy, and professionalism from LM Credit representatives.
Negative reviews highlight poor communication, lack of transparency, and high fees, with some clients feeling taken advantage of.
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Efficient Wealth Management Inc. is a financial planning company that offers a range of services including financial planning, investment management, and wealth protection. Our team of experienced advisors provides unbiased and fiduciary-based financial planning services to individuals and families across Canada. With no minimum assets required, our services are tailored to meet the unique needs of each client. Our team is committed to delivering exceptional service, providing clients with the guidance and support they need to achieve their financial goals. Whether you're just starting out or nearing retirement, our financial planners will work closely with you to develop a personalized plan that aligns with your values, goals, and aspirations.
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Prudent Asset Management is a professional corporation that provides accounting, investment, insurance, and tax advice to clients around the Peel Region, the Greater Toronto Area, and beyond. Our team of experts, led by Devendra (Deven) Sharma, a Chartered Professional Accountant, Tax Specialist, and Certified Financial Planner, helps dentists, doctors, and healthcare professionals manage their financial interests and achieve their goals. We offer a range of services, including accounting services, tax planning, insurance strategies, financial planning, and estate planning. Our experienced team takes the time to understand your unique needs and provides personalized advice to help you achieve financial success.
Excellent service, professional, knowledgeable, efficient, reliable, trustworthy, and affordable.
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G.E. Chapman Financial Services Inc. provides solid, sound, personalized financial advice to our clients by assisting them in achieving their financial goals. With over 60 years of combined industry experience, G.E. Chapman Financial is committed to earning your business by providing a uniquely personalized and highly professional client experience. Our main objective is to ensure our clients achieve their stated financial goals and that the recommendations we make adhere to them at all times.
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Pivot Financial is a private lender established in 2015, providing financial services to small to mid-sized enterprises in Canada. We strive to address the borrowing needs of businesses with 1-100 employees and $1-$100 million in revenue, with no defined lending criteria or industries to consider. Our team tailors a financing structure to meet the specific requirements of each client.
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Marc Spencer Financial Services provides comprehensive financial planning, investment management, and wealth protection services to individuals, families, and businesses in Mississauga and surrounding areas. Our team of experienced professionals offers personalized guidance and expert advice to help clients achieve their financial goals and secure their future.
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AWealth Investments is a leading financial services company that provides comprehensive financial planning, investment management, and insurance solutions to individuals and families. Our award-winning financial advisor, Andrei Tasevski, takes a personalized approach to help clients achieve their financial goals. With a focus on preserving principal, generating income, and growing investments, we offer a range of services including registered retirement savings plans, tax-free savings accounts, and more.
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As a Certified Financial Planner (CFP), we help clients plan for their financial future by providing personalized financial planning and wealth management services. Our team of experts works closely with clients to understand their goals and create a customized plan that meets their needs. We offer a range of services, including financial planning, retirement planning, estate planning, and more. Whether you're just starting out, nearing retirement, or already retired, we can help you achieve your financial objectives. Our goal is to provide clients with peace of mind, knowing that their financial future is secure and on track.
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BirchLeaf Investments Inc. is a boutique investment counsel firm formerly known as R.A. Floyd Capital Management Inc. Founded in 1999, we manage assets on a discretionary basis for Private, Corporate and Institutional clients. We have an extensive track record in managing both Canadian Equities and Balanced Portfolios. Our corporate size enables us to react quickly and efficiently to changing market conditions and when appropriate, take action. We invest for the long term, focusing on companies with strong or improving fundamentals and that their share prices are not reflected properly in the marketplace. Our clients have exclusive access to their portfolio manager and can expect a proactive and disciplined investment process.
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Welcome to Broad Shield Financial Services, where we offer a broad array of financial services such as Insurance, Investments, and Group planning. Keeping all your financial needs under one roof allows you to manage them more efficiently and reach your financial goals sooner. Our team of experts is dedicated to providing customized financial solutions to individuals, families, and businesses. With our extensive experience and knowledge, we can help you achieve financial clarity and security. From managing your investments to planning for your future, we have the expertise to guide you every step of the way.
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Portlington Financial Group provides individuals and families with unique solutions and wealth building strategies to create a better quality of life. With a value-based approach, we focus on low costs to provide exceptional personal service to our clients. Our comprehensive plans cover multiple aspects of financial planning, including investment management, retirement planning, estate planning, tax planning, and insurance planning.
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SURAJ GUPTA, CPA is a Mississauga-based accounting firm offering a range of tax and accounting services to individuals and businesses, including general accounting, franchise accounting, personal and business tax, budgeting, and cash flow management, with a focus on personalized service, expert advice, and reliable financial management solutions.
The reviewers praise the firm's exceptional service, expertise, trustworthiness, and staff, making them highly recommendable for personal and business tax needs.
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