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Arca Financial Group is a Canadian institution specializing in financial planning and wealth management, offering a comprehensive range of services to help clients achieve their financial goals, from financial strategies and wealth management to risk management, tax and estate planning, and business strategy.
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With a focus on creating Integrated Solutions, our team at Blair Financial Services helps clients achieve their goals, mitigate risks, reduce costs, and plan for the future. By leveraging our strategic relationships and expert knowledge, we provide clients with a wide range of solutions not generally available in the marketplace.
Reviewers praised the expertise, professionalism, and personalized service provided by Blair Financial Services, highlighting the value of long-term relationships with their advisors.
One reviewer described having a negative experience with Ian, citing poor communication and unprofessional behavior.
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Lyfestyle Financial provides expert financial planning, insurance, and investment services to individuals, families, and businesses. Our team is committed to building long-term relationships with our clients, helping them achieve their financial goals and create a secure financial future. We offer a range of services, including retirement planning, RESP withdrawals, and more. Our team is dedicated to providing personalized advice and solutions tailored to each client's unique situation.
Customers appreciate the high-quality and durable products, excellent customer service, and the opportunity to support a black-owned business.
Some customers have experienced issues with shipping, sizing, and exchanges, and have been disappointed with the quality and value of the products.
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As a comprehensive financial services company, Rankine Financial offers a wide range of services to its clients, including financial planning, investment planning, insurance planning, tax planning, tax preparation and coordination, and mortgage referrals. With a team of experienced professionals led by Jeff Rankine, BA, DAcc, CPA, CGA, CFP, CIM, we provide personalized advice and guidance to help our clients achieve their financial goals. Our team's expertise and resources allow us to serve a diverse range of clients, from individuals and families to business owners and entrepreneurs. Our goal is to help our clients make informed financial decisions and create a secure financial future.
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D.R. Johnson Financial Services Inc. is a reputable financial services company providing comprehensive financial planning, investment, and insurance solutions to individuals and families. Our team of experts offers personalized services, including financial planning, investment management, and insurance products. We believe in building long-term relationships with our clients, providing them with the knowledge, tools, and strategies to achieve their financial goals. Our mission is to help our clients succeed, and we are committed to being an honest resource for financial guidance.
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Northern River Financial is an integrated financial life planning firm with over 25 years of experience, providing personalized financial solutions to individuals, families, and businesses in Ontario. Our team of experts offers a comprehensive range of services, including financial planning, investment management, retirement planning, estate planning, and more. We take a holistic approach to financial planning, considering our clients' values, goals, and visions to create customized plans that ensure a secure and affluent future. With a strong focus on integrity, trust, and transparency, we strive to build long-term relationships with our clients, providing them with the guidance and support they need to achieve financial peace of mind.
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Rickert Financial Group is a General Agency for life protection products established in 1978, offering a wide range of insurance and investment services to individuals and families. With over 40 years of experience, the company prides itself on establishing strong relationships with financial and insurance institutions. They provide a variety of financial products and services, including travel insurance, health and dental insurance, and Manulife Bank accounts, to help clients achieve financial wellness. Their team of experienced advisors offers reliable, honest financial advice based on education, knowledge, and experience. They strive to provide excellent customer service and a positive client experience.
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At Preserve Financial, we ensure our clients are able to maintain their lifestyle in retirement, as well as protecting their family and estate at all stages of life. We offer customized financial solutions for families, retirees, and business owners, including insurance planning, retirement planning, estate planning, and investment planning. Our team of financial advisors provides tailored advice to help clients achieve their financial goals. With offices in Ontario and British Columbia, we serve clients across Canada.
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At Young Financial Group, we provide independent financial advice to individuals, families, and businesses. Our personalized approach to wealth management ensures that we understand our clients' unique and evolving needs, allowing us to provide them with a holistic financial plan tailored to achieve their goals. We offer a wide range of financial products and services, including retirement planning, investment planning, and insurance and estate planning. Our expertise and commitment to exceptional service have earned us a reputation as a trusted financial services provider.
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Steele Wealth Management is a comprehensive wealth management firm that offers customized investment solutions, risk management, and comprehensive planning to individuals and families. Our team of experts uses a structured process to gain a deep understanding of each client's unique circumstances, providing personalized guidance and analytical insights to help them achieve their financial goals. With expertise across global asset classes, we construct optimal tax and risk-managed portfolios that cater to complex needs, including cross-border wealth management. Our clients can monitor their portfolios with peace of mind, knowing that their financial future is secure and well-planned.
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Mertin Financial offers a range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors provides personalized guidance on investments, insurance, and retirement planning. We also offer group benefits and insurance solutions for businesses. With our expertise and support, you can feel confident in your financial decisions and work towards a secure future.
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RaeLipskie is a trusted private wealth management firm providing customized investment counsel and portfolio management services to individuals, families, charities, endowments, corporations, and retirement funds. Our team of experienced professionals offers a client-first approach, tailored investment solutions, and a commitment to integrity and transparency.
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Professional Financial Services offers comprehensive financial planning, investments, and insurance services to individuals, families, and businesses in Kitchener, Waterloo, Cambridge, Guelph, Toronto, and Southern Ontario. Our team of experienced advisors is committed to providing personalized guidance and expertise to help you achieve your financial goals.
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