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At Newland Financial Inc., we specialize in providing mortgage solutions and private loans for entrepreneurs, self-employed individuals, new immigrants, and homeowners. Our team of experts utilizes their knowledge and resources to provide efficient and reliable financial services, including construction loans, business financing, and bridge financing. With our flexible and efficient processing, we can provide the required financing in the shortest possible time. Our goal is to assist our clients in becoming debt-free and achieving their financial goals.
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Educators Financial Group is a financial services company that specializes in providing personalized financial planning, investment management, and retirement planning services to educators, education professionals, and their families. They offer a range of financial products and services, including insurance, investments, mortgages, and retirement planning. With a team of experienced financial specialists, Educators Financial Group aims to help their clients achieve their long-term financial goals while aligning their investments with their values.
The majority of reviewers were extremely satisfied with the expert and helpful service provided by Educators Financial Group.
Some reviewers expressed concerns about security and criticized the company's approach to investments.
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R.N. Croft Financial Group Inc. is a Licensed Discretionary Portfolio Management and Investment Fund Management company serving investors and investment professionals across Canada since 1993. Our team provides an integrated approach to the long-term growth of your investments. We work together to help achieve the specific goals of our clients. Our investors and advisor partners benefit from an integrated wealth management approach, backed by the RWM designation. This fully integrated approach can positively impact savings behavior, wealth accumulation and retirement readiness.
Excellent service and guidance were praised.
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Stronach Financial Group is a fee-only financial planning firm that provides comprehensive financial planning and advice to individuals and families. We help our clients create a clear and realistic view of their financial circumstances, and develop creative solutions to optimize their wealth. Our services include financial planning, retirement planning, and estate planning. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives, including their income, assets, and liabilities. Our goal is to help our clients achieve their financial goals and ensure their financial security for the long-term. We do not sell investment products, services, or insurance, and instead offer objective and independent advice based on a fee-only basis.
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MoneyValue is a full-service financial planning and wealth management firm that helps individuals and families achieve their financial goals by providing customized financial solutions. Our services include financial planning, investment planning, retirement planning, estate planning, insurance planning, and mortgage planning. With a focus on long-term financial success, our expert advisors work closely with clients to understand their unique financial needs and goals, and provide personalized guidance and support to help them achieve financial peace. From investment planning and risk management to tax planning and estate planning, we offer a comprehensive range of financial services designed to help our clients build and protect their wealth.
The reviewers have praised the firm for its professionalism, trustworthiness, and personalized advice.
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Naz Sukhram Financial Services is a trusted partner for businesses and individuals in Ontario, providing expert advice in accounting, taxation, financial planning, and general business consulting. Our team of professionals is dedicated to delivering personalized services with a focus on confidentiality, privacy, and data security. With a range of services including general accounting, bookkeeping, taxation, and financial planning, we help entrepreneurs and individuals achieve their financial goals. Our in-person services are available by appointment only, and our team is committed to continuous education and training to stay up-to-date with the latest industry developments.
The positive comments praise Naz Financial Services Inc. for its excellent service, professional team, and personalized attention, with all reviewers giving the company five stars.
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MIC Financial provides a range of financial services including mortgage brokerage, debt consolidation, and investment strategy planning. Our team of experts helps clients achieve their financial goals through customized solutions. With access to a wide range of lenders and financial institutions, we offer competitive interest rates and flexible repayment terms. Our mission is to provide exceptional service, expert advice, and personalized attention to help our clients achieve financial freedom.
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Natel Financial is a trusted financial advisory firm providing investment management and strategic wealth planning to high net worth individuals. Our team of experienced professionals offers a comprehensive range of services, including insurance planning, investment solutions, and financial planning, to help clients achieve financial freedom.
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DK Financial Canada Inc. is a full service independent insurance brokerage that provides a wide range of solutions for high net worth families and medium/large scale organizations across Canada. With over seven decades of operations, we have established long-term, high-touch relationships with our clients, and our knowledgeable team of associates consistently deliver exceptional services and advice. Our unique approach in plan design, in-depth analysis, corporate policy advice, and marketing allows us to provide highly customized packages for businesses in addition to managing liability exposure. We pride ourselves on using our experience and expertise to develop unique strategies and customized solutions.
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Providential Financial Services is a specialized equipment leasing company that provides customized leasing solutions for vendors and end-users in the landscape and construction industries. We offer a wide range of equipment for lease, including tractors, skid-steer loaders, backhoes, wheel loaders, dozers, excavators, snow and ice control equipment, landscape maintenance equipment, manufacturing and material handling equipment, and portable buildings. Our experienced and dedicated staff evaluates your company's financial needs and tailors specific lease programs to assist you in meeting your company's financial goals. We provide flexibility in our lease programs, including structured terms that cater to the seasonality of your business, and commit to superior service with timely approvals, rapid funding, and flexible programs tailored to fit your company's requirements.
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At The Consulting House, we offer comprehensive employee benefits consulting services, providing client-focused solutions that enhance and maximize the value of our clients' benefits, pension, retirement, and wealth management programs. With over 35 years of experience, we work closely with our clients to identify their corporate mission and objectives, providing strategies for improvement and implementation. Our dedicated team of experts provides personalized service, ensuring that our clients receive the best possible solutions for their benefits programs. We are committed to developing long-term, mutually beneficial relationships with our clients, and our independence ensures that our allegiance is solely to our clients.
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Halo Financial is a Canadian-based financial services company that provides a wide range of financial solutions to individuals and families. Our team of licensed advisors work closely with clients to understand their unique financial needs and goals, and provide personalized advice and solutions to help them achieve financial independence. From investment planning to life insurance, we offer a comprehensive range of products and services designed to help our clients build a bright financial future. Whether you're looking to plan for retirement, protect your loved ones, or achieve a specific financial goal, our experienced advisors are here to guide you every step of the way.
The reviewers praised Halo Financial's financial advisors, services, and products, and credited the company with helping them achieve their financial goals.
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High & Wide Financial offers a wide range of services to our business and individual clients. We provide timely financial services, building on solid accounting, tax, and advisory experience. We focus on understanding our clients' unique needs and long-term goals, and provide excellent service to help them achieve maximum success. Our comprehensive services include business incorporation, accounting, tax planning, financial advisory, and personal tax services.
The reviews praise the professionalism, expertise, and friendliness of the accountants, resulting in successful outcomes and high client satisfaction.
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At Banwell Financial Wealth Management, our team of experienced financial advisors offers comprehensive wealth management strategies tailored to your individual needs. We provide expert advice on investment, retirement income, financial planning, insurance solutions, tax and estate planning, and more. Our goal is to understand your financial vision and provide a strong advisory relationship rooted in financial expertise and professionalism. With access to a wide range of products from all of Canada's major banks, asset managers, and insurance providers, we implement suitable and appropriate investment strategies to help you achieve your financial goals.
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Dancap Family Investment Office is a Single Family Office based in Toronto, Canada, that manages a globally diversified investment portfolio across private equity, real estate, private debt, hedge funds, and public equities. With over 70 years of collective experience, our investment team reviews hundreds of potential deals each year, while closely monitoring all of our investments. We focus on long-term growth, stability, and social responsibility.
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