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Compass Wealth Partners is a financial planning and wealth management company that helps individuals protect and grow their wealth. We offer a range of services, including financial planning, portfolio analysis, retirement planning, and tax planning. Our expert advisors work closely with clients to understand their unique financial goals and develop personalized strategies to achieve them. We believe that every individual deserves a comfortable retirement, and our goal is to make that a reality. Our team of experts is committed to providing exceptional service, expert advice, and a thorough understanding of our clients' financial situations.
The reviews highlight the firm's excellent service, knowledge, and commitment to the community, with clients praising the advisors' friendly and approachable communication style.
The reviews highlight the firm's poor professional behavior, conflicts of interest, and lack of separation between personal and professional matters, which led to a negative experience for one client.
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WealthShield Financial provides personalized financial solutions to individuals, families, and business owners in Toronto, Canada. Our services include a wide range of insurance solutions, including life insurance, critical illness insurance, disability insurance, and more. We also offer investment solutions, such as RRSPs, TFSAs, and annuities, to help you secure your financial future. Our goal is to help you build a tailored financial plan that meets your unique needs and helps you achieve financial confidence.
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Figtree Financial Services is a professional firm offering comprehensive and quality Tax and Accounting services to individuals and businesses in an understandable language. Our team of experts strives to provide excellent service at a fair cost, ensuring that clients pay the lowest possible tax. With a dedication to respect and excellent customer service, we aim to help our clients achieve their financial goals. We offer a range of services, including tax return preparation, audit defense, and financial planning. Our team is committed to staying up-to-date with the latest changes in tax laws and regulations, ensuring that our clients receive the best possible service.
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At Suchan McQuaid Wealth Management Inc., our team of experienced financial planners, financial security advisors, and support staff are dedicated to guiding clients to unique financial solutions. We offer customized financial planning services for individuals and businesses in Oshawa, providing professionalism in a caring environment. Our mission is to build a financial security plan tailored to help meet your specific needs, whether it's purchasing a home, financing a child's education, or retiring comfortably. With our expertise, you can achieve your goals and objectives.
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