Review for Tony (Philip) Velenosi ... Although I've only…read moreknown Tony as my advisor for just over a year, he is absolutely top notch and well suited to his vocation. Tony is helpful, knowledgeable, patient and wise and I am happy to have him as my advisor. I trust him with my investments and insurance totally, and have no hesitation to recommend him. Maryke Mior

From the owner: We are T.E.A.M. Financial Solutions -- a financial services company offering a diverse range of…read moreinsurance and investment solutions designed to help our clients save, invest, and plan for a lifetime of financial security. Our trusted advisors can provide relevant and meaningful solutions including: life insurance, group benefit programs, wealth management, estate and financial planning, living benefits and health insurance, personalized retirement and workplace solutions. But we're committed to more than great products and services. At T.E.A.M. our mission is to educate and mentor clients through the ever-changing world of financial planning concepts and solutions that empower our clients to make informed and confident choices that will ensure a brighter financial future.

I am very impressed. Very professional and knowledgeable about my Canadian an US taxes. I had a…read moremore complicated tax issue being a non Canadian but he knew just how to prepare my taxes when other CPA's couldn't figure it out. He also advised me how to prepare my taxes in the US. He also was able to prepare them in a timely manner even though his office was working remotely due to the virus. And he did it for a third of the cost in some cases that other CPA's quoted. I would definitely recommend him to anyone needing tax services.

I live in Toronto and my business is in Toronto. When I incorporated it quickly became apparent…read morethat I needed more accounting assistance. I wanted someone that would give me advice about my business and finances. That's when I found Dean. All my friends said I was insane to pick an accountant in Burlington. Well, I can now say that you are CRAZY if you don't choose Dean Paley. He reviews all my accounts online (from his office in Burlington) and provides me with advice and better support that I ever got from anyone in person up here in Toronto. I couldn't recommend him higher.

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.

Paul was quick, thorough and personable. Completed the…read moreincome tax return in 24 hours Would highly recommend

From the owner: I am a retired professional accountant but continue to work part-time doing small business…read morebookkeeping and individual income tax returns for St. Thomas area clients.