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At Cornwall Wealth Management, our mission is to help Canadians grow and protect their wealth, providing them with the freedom to chase their dreams. As a team of experienced financial advisors, we offer comprehensive financial management services, including investments, insurance, estate planning, retirement planning, employee benefits, and education savings. With a personalized approach, we provide our clients with unbiased, impartial opinions on investment ideas and insurance solutions. Our goal is to help our clients achieve their financial goals and enhance their overall well-being.
The reviewer had a fantastic experience with Breard Marketing and Cornwall Wealth Management due to their professionalism and friendly office environment.
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CIC Financial Group is a financial advisory firm providing expert advice on investment, tax, retirement, and estate planning, as well as insurance solutions to individuals, families, and businesses. With over 30 years of combined experience, our team of experts delivers personalized financial guidance to help our clients achieve their long-term goals. Our services include financial planning for individuals and families, retirement planning, insurance protection, estate planning, tax preparation, and investment securities.
The reviewer was impressed with CIC's expertise and consultation, recommending their services for future investments and retirement needs.
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Huntington Distribution Finance offers floorplan financing solutions to manufacturers, distributors, and dealers in various markets, including powersports, lawn and garden, recreational and specialty vehicles, marine, construction, agriculture and consumer electronics and appliances. We are committed to building deep relationships with our customers and focus on taking the hassle out of things to provide easy, tailored solutions supporting our dealers' growth goals, big or small.
The team at TCF provided instrumental help in securing a line of credit for a customer, working diligently to arrive at a favorable solution.
TCF was criticized for prioritizing family connections over customer needs, making unprofessional changes to business practices, and providing poor communication.
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At Stewart Financial, we offer a unique blend of wealth management services tailored to meet the individual needs of our clients. Our team of experienced professionals, led by Duncan Stewart, provides personalized financial planning, investment management, and insurance solutions to help our clients navigate the complexities of the financial world. With a focus on building long-term relationships, we strive to deliver exceptional service and guidance to help our clients achieve their financial goals. Our boutique firm size allows us to provide personalized attention to each client, while our extensive network and expertise enable us to offer a comprehensive range of financial services.
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Bellwether Investment Management is a values-based organization that provides tailored portfolio and investment management solutions to affluent families and investment committees. They offer a range of services, including retirement planning, investment consulting, and estate planning. Their expert team of portfolio managers and family wealth advisors work together to help clients achieve their financial goals and live off their nest egg. With a focus on personalized service, shared philosophy, and trust, Bellwether Investment Management helps clients make informed investment decisions and achieve financial success.
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CK Wealth Management provides full-service wealth management and investment services to business owners and professionals, offering personalized financial planning, investment management, insurance and wealth transfer planning, retirement planning, and cash flow management.
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At Cornwall Wealth Management, we understand what it takes to help our clients attain their life dreams. We are a team of service-oriented professionals who deliver with a process that is clear, concise and consistent. We offer a variety of financial products and services to meet our clients' specific needs, including investments, insurance, estate planning, retirement planning, employee benefits, education savings, banking solutions, and health and dental insurance. Our team is committed to providing personalized, professional management of our clients' financial lives, and helping them feel financially assured and empowered to achieve their goals.
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Medi-One Financial is a leading provider of innovative financing solutions to healthcare professionals across Canada. We offer competitive financing rates and tailored lease programs to help healthcare professionals acquire new or used equipment, start a new business, or expand their operations. Our services include leasing, loans, and vendor finance programs, catering to a wide range of healthcare professionals, including physicians, dentists, veterinarians, and more. With our expertise, healthcare professionals can conserve their working capital, preserve their credit lines, and enjoy easier budgeting and financial efficiency. Our goal is to provide hassle-free financing solutions that enable healthcare professionals to focus on what matters most - delivering quality care to their patients.
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