Debbie and her employees were amazing at getting exactly what I needed done on a short deadline…read more Also took some extra time to go over everyhting with me regarding my situation and went into great detail to explain. I highly recommend anyone that would require their service(s) to not hesitate and get in contact with them...

From the owner: * Small Business * Corporate and Personal Taxes…read more* Full Service - Bookkeeping to Taxes * Financial Statements * Filing Back Taxes * Review & Audit Engagements

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.

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.

I've had an amazing experience with Covenant Wealth Financial Services as they had assisted me…read morenumerous times with travel Insurance. We've also put in place disability insurance, investments and cash flow planning. Together Joy and I looked at different plans and sought out the most suitable and affordable plan. I would highly recommend her to everyone. The level of professionalism and integrity is unmatched. Joy has opened my eyes to the world of finance and because of her and her behaviour cash flow, I am now able to manage my money in a much better way. In my dealings with Joy, I have also found her to be very knowledgeable with over 20 years of experience. I am truly more confident knowing that my future is secured as I am on track with reaching my financial goals.

From the owner: We covenant with our clients to be their trusted advisor. We maintain a high level of integrity,…read moreconsistency and professionalism which ensures that each client's financial needs are fully examined and each plan customized to meet their individual needs.

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.

Best service helped me save alot of taxes in long run by estate planning and plan for my kids wow…read morejust wow

From the owner: Best gift you can give your children is "Financial Freedom" !! You can start with as little as…read more$100/ month. Reach out to know more.

Kenisha makes the whole process of finding the right life insurance easy to do…read more She's very supportive, she ask you all the right questions to create exactly what you need when it comes to your life insurance for yourself and the whole family. If it wasn't for meeting Kenisha I don't think I would've ever actually took the step to get Life Insurance (the idea of it all was very overwhelming). Thank you Kenisha for being so supportive and good at what you do

From the owner: We specialize in financial literacy and focus on families and women to help you understand that…read morethere is nothing scary about finances. We believe that when someone understands finances and have a plan, whether it’s in the stock market, investing your own money, insurance to protect your family and assets, savings, health plans or retirement planning, with the right education, you can do it and I’m here to help.

this bank should be closed. horrible service. branch manager is clueless. but it's a small town…read morenot much to expect. not helpful at all