These independent advisory firms are better, in the sense that they are unbiased. They won't…read morepromote or push one particular company/Bank's products(insurance, investments, etc.) like the big banks in Canada. They match and trim the portfolios according to client's risk profile and future goals.

From the owner: Call 905-602-9991 or email at support@sharmawealth.ca for Financial planning services, mainly…read moreRetirement, Tax and Estate Planning.

my company accountant left suddenly and Fatima was hired to help us. She did a honest and a…read morediligent review including identifying past accounting mistakes. She was timely, accurate and professional. I cannot say more but emphasize that I trusted Fatima with company privacy data and felt confident about her professional integrity. We continue to use and highly recommend her for all small agile businesses.

From the owner: Accounting, Tax and Advisory Services for Small/mid-sized owner managed businessesread more

Thanks to Richard, my tax return was filed perfectly and I received more money back than I ever…read moreexpected. Kristy

This is the only money guy that you will ever need! Richard knows his stuff inside and out, and…read morewill go above and beyond for your family! We are in great hands, finally feeling safe and secure about our future!

Talking with Gianluca was a major eye opener for me. He really took his time to make sure we…read moreunderstood everything from how we should be saving, to how he's going to set up our investments, the tax implications as our savings grow, and what the costs involved are. He doesn't charge any meeting and consulting fees, which I love, and his costs are embedded in the investments so that we don't have to directly pay out of pocket for his services. There's really no reason why all families shouldn't have a financial advisor. We met with a few different ones, but Gianluca seemed to know and understand far more, especially on the investments side. You can tell he really loves what he does - which makes me feel all the more comfortable with him. Would definitely put him on your list of advisors to meet with before you make a final choice with any other advisor!

From the owner: Creating personalized tax-smart investment portfolios for your RRSP, TFSA & more accounts. Setting…read moreup your investments to meet your financial objectives and lifestyle goals. Building wealth, saving for retirement, & professional financial and investment advising. Servicing families, high net worth individuals, and millennials. What can Gianluca do for you? 1. Create tax-smart investment portfolios. 2. Strategies for maximizing your savings. 3. Build you a modular financial plan for retirement. 4. Make use of tax-efficient accounts. 5. Help you save for your children's education. 6. Reduce and manage your debts. 7. Keep you disciplined to ensure you're on track to meet your financial goals over the years. 8. Legacy planning: Manage and plan for the transfer of your estate while considering taxes and probate fees. - Thinking about retirement? A financial advisor can help. We ask you the right questions to help you determine what you need to do. Then build out a strategy to ensure you can hit your retirement goal.

My late Mother was John Soutsos' second customer when he started out in 1986. She did not know him…read morebut he was recommended to her by John's first customer whom I believe also did not know him. My husband and I began investing with John about 15 years ago. John Soutsos has taken the time to educate us about investing and explains everything that he recommends in patient detail. He keeps in regular contact with us without overdoing it. By reading the pulse of each of his clients, he determines how much contact the individual wants and does his best to fulfil that need. At times during the past decade of serious declines, he has encouraged us to not panic and he advised us to fight the urge to sell when values were low and others were selling. We have been very satisfied with his advice and have recovered all of the declines and our portfolio has been growing. I am retired and my husband is on the verge of retirement. We are well-positioned financially due in large part to following John's advice in both dollar cost averaging and in diversification. I have recommended John Soutsos to friends without hesitation. He is the consummate professional. Yes, I am a fan.

From the owner: Retirement Planning for those still working and Retirement Income Programs for those already in…read moreretirement. Estate Planning to help people transfer their assets in a tax efficient manner to the next generation. Private Wealth Management for high net worth investors looking for portfolio customization and optimal investment performance. Risk Review - to assist clients in identifying the potential risks that might stop them from achieving their financial objectives, such as premature death, disability, critical illness and the need to fund long term care.

I tried to contact this accountant three times by email and twice by telephone and did not receive…read moreone single response. Even if you do not want new clients, the professional thing to do would be to respond. Fortunately, I have found an accountant who values my business.

John did a great job on our taxes and he is very detailed, doing the job himself instead of hiring…read morea new grad like other firms. As a result, he saved us more on our business taxes than our previous accountant.