15 Best Financial Consultants in Markham

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, extensive advice, and customized service. The company serves clients with diverse financial backgrounds who require objective, comprehensive strategies without feeling pressured to choose sp more...

Objective Financial Partners Inc. is in the top ten best listing for their distinctive fee-only financial planning service. Clients admire Nancy Grouni and Andrew Dobson for their hard work, extensive advice, and customized service. The company serves clients with diverse financial backgrounds who require objective, comprehensive strategies without feeling pressured to choose specific investment or insurance products. Clients appreciate the clear, personalized communication, which gives them confidence and peace of mind about their financial security in whatever life brings. This client-centered focus provides extensive, personalized financial planning to all clients, which makes them a top competitor.

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s expertise in navigating complicated financial systems like CEWS and CERB and her dedication to finding personalized solutions for her clients’ specific needs. She answers her clients’ questio more...

TruFinancial Consultants is a top-ten choice due to their customer service, professionality, and advice for small businesses and families in Canada. Many of the reviews highlight Mimi Lee’s expertise in navigating complicated financial systems like CEWS and CERB and her dedication to finding personalized solutions for her clients’ specific needs. She answers her clients’ questions honestly with customized options, and they know Mimi prioritizes clients’ risk and objectives. Mimi's creativity, detail-oriented approach, and trustworthiness have also led to long-term client relationships. The company's excellent customer satisfaction and commitment to meeting their clients’ needs in the best way possible make it a great choice.

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wyse and her team, including Michelle Lo, have earned high praise for their thorough and responsive management of complex financial situations. Clients view them as knowledgeable and attentive more...

Wyse Financial Solutions Inc. is among the top ten firms on the strength of its outstanding client relations, expertise, and tailored financial counsel, according to client feedback. Sarah Wyse and her team, including Michelle Lo, have earned high praise for their thorough and responsive management of complex financial situations. Clients view them as knowledgeable and attentive, always acting in their best interests. The team's dedication to personalization during significant market upheavals and emotions has always been excellent. Clients trust Wyse Financial for life insurance and retirement preparations, which leads to increased client satisfaction and good financial performance.

Our world is dominated by immediate satisfaction and quick-fix solutions. My work helps people to remember the importance of looking long-term. When we start by discussing goals, it is often clear that there are many more to come - for example, education costs, new homes, and a comfortable retirement. This means that now is the right time to start planning for their financial fu more...

Our world is dominated by immediate satisfaction and quick-fix solutions. My work helps people to remember the importance of looking long-term. When we start by discussing goals, it is often clear that there are many more to come - for example, education costs, new homes, and a comfortable retirement. This means that now is the right time to start planning for their financial future. Once you have a clear understanding of your priorities, we will explore investment options to create a comprehensive financial plan. To ensure you are prepared for unexpected market changes, I will make sure that you have adequate diversification. I will explore tax-advantaged investment options. To prepare for unanticipated life events, I will consider all options. I am organized, detail-oriented and transparent in my approach. My goal is to assist you in reaching your goals. A written, personalized financial plan puts you in control of your finances. You can then make the best decisions for yourself, regardless of what media or coworkers might suggest. We can discuss any hot stocks or unique questions about estate planning with you to determine if they fit your risk tolerance. My parents were excellent role models in money matters. As a child in China I was taught good money management skills and discipline about my spending. When I was 18, I moved to Canada, where I studied advanced finance and economics at university. With a son of two years, I have a better understanding of my family's responsibilities. I have a unique history that allows me to help clients from different cultures and countries. When I'm not working, I like to read, fish, and watch movies.

Customers are always first. This has been and will remain our top priority. My role as a Edward Jones Financial Advisor is rewarding because I get to work with clients every day. Helping them to plan for and reach their goals, such as retirement, succession of businesses, is the best part. Our clients have made our job meaningful and we continue to strive for better service. W more...

Customers are always first. This has been and will remain our top priority. My role as a Edward Jones Financial Advisor is rewarding because I get to work with clients every day. Helping them to plan for and reach their goals, such as retirement, succession of businesses, is the best part. Our clients have made our job meaningful and we continue to strive for better service. We specialize in working with business owners, professionals/executives and high net-worth families. We believe in a long-term, conservative approach to growing wealth and protecting it. To provide the best possible experience for our clients, we partner with accountants and lawyers. Tennis is my passion. I also enjoy hiking and camping. We are excited to hear from you.

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing no-expense/no-obligation financial education, in order to enable them make wise financial decisions for their loved ones. We currently hold face-to-face meetings for financial professionals in more...

We make every effort to offer financial guidance to our clients. This is done to give them peace of mind and financial education. The key point of focus is to help people through providing no-expense/no-obligation financial education, in order to enable them make wise financial decisions for their loved ones. We currently hold face-to-face meetings for financial professionals in Toronto and Vancouver. This service will soon be expanded to other Canadian cities. Our clients can plan for retirement and insurance. We offer a full range of products.

Your advisors are crucial in helping you stay focused and on achieving your goals. Our advisors have 26 years' experience and can access professional resources like lawyers and analysts to help you make educated financial decisions regarding your wealth management, from retirement planning to estate planning. Look no further if you are looking for financial advice that is ta more...

Your advisors are crucial in helping you stay focused and on achieving your goals. Our advisors have 26 years' experience and can access professional resources like lawyers and analysts to help you make educated financial decisions regarding your wealth management, from retirement planning to estate planning. Look no further if you are looking for financial advice that is tailored to your particular circumstances. Assante advisors are equipped to meet your needs, both now and in the future.

Since 2006 I've been in the financial service industry. My focus is on building strong client relationships, and helping clients achieve their financial goals. York University awarded me a bachelor's degree in Economics. The FP Canada also offers the Certified Financial Planner (CFP), designation. Looking forward to working together. more...

Since 2006 I've been in the financial service industry. My focus is on building strong client relationships, and helping clients achieve their financial goals. York University awarded me a bachelor's degree in Economics. The FP Canada also offers the Certified Financial Planner (CFP), designation. Looking forward to working together.

To be successful, you must first define success. This is different for every client. My work helps clients to identify what they are most passionate about - their definitions of success. I then create a customized financial strategy that will help them reach those goals. They are free to make their own decisions and not be influenced by the stock market or friends' well-int more...

To be successful, you must first define success. This is different for every client. My work helps clients to identify what they are most passionate about - their definitions of success. I then create a customized financial strategy that will help them reach those goals. They are free to make their own decisions and not be influenced by the stock market or friends' well-intentioned advice. My goal is to help my clients feel confident about their finances and in control of their lives. Working one-on-one, I pledge to not gamble with my clients' money, but rather create a portfolio that suits their needs, risks tolerances, and challenges. Financial literacy is essential to every person's success. I inform clients about my recommendations and the ways they can help them achieve their financial goals. My passion is helping families with special needs or disabilities. The government's program is complex and generous. I assist clients in navigating through it as part of their journey forward. If there are opportunities in our community to discuss this topic, I will be the one to offer education and presentations to both professionals and families. I have the right background to become a financial advisor because of my experience. My first job was as an engineer. I use these skills every day to plan and keep track of my finances. After earning my MBA in finance, I worked five years at a bank until opening Edward Jones' branch in 2001. Judy Liang, Branch Office Administrator, has been working side-by-side since then and is adamant about providing quality service in a welcoming environment. Two of my sons are young adults. My wife and me have them. All of us are triathletes, and we practice together. My sons are capable of doing triathlons on their own, but my wife and me share the experience - she swims while I bike and do relay.

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. Better than five minute meetings or plans that aren't tailored to your needs. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

Over 20 years experience in financial services, I am actively involved in building strong client relationships. York University awarded me a bachelor's degree in Economics. As we collaborate towards our mutual financial goals, I am looking forward to discussing investment strategies with you. more...

Over 20 years experience in financial services, I am actively involved in building strong client relationships. York University awarded me a bachelor's degree in Economics. As we collaborate towards our mutual financial goals, I am looking forward to discussing investment strategies with you.

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. We care about your goals, not what you earn. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. We care about your goals, not what you earn. TD Wealth believes that you are the most important part of your financial plan. Before we look at your financial numbers, we take time to understand you and what your priorities are.

Are you a homeowner with investments but not able to create a long-term financial plan? BMO Financial Group is a Financial Planner. I am able to help you set your financial goals and create a customized strategy that will achieve them. With the guidance of qualified professionals like me, building a foundation for your future is possible. Working with you I will help you navigat more...

Are you a homeowner with investments but not able to create a long-term financial plan? BMO Financial Group is a Financial Planner. I am able to help you set your financial goals and create a customized strategy that will achieve them. With the guidance of qualified professionals like me, building a foundation for your future is possible. Working with you I will help you navigate financial markets, the economy and investment environment. My recommendations can help maximize the potential return of your portfolio and manage risk. We will work together to meet your financial goals and prioritize your priorities using effective financial planning strategies. This is how I work with you: * We will help you to identify and achieve your long-term personal goals. * The development of a personalized investment plan that is appropriate for you. • Reassess your plan as circumstances change.

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their T more...

Steve and LeeAnn are aware that there is no one way to retire. The right TD Wealth advisor can answer all their questions. Even the unanswered ones. This helped them discover new opportunities. Learn how personal retirement planning made it possible for this couple to retire sooner and recover their lost time. Patty and Tim were confronted with a life-altering situation. Their TD Wealth advisor guided them through the personal elements of legacy planning. Tim explains how their TD Wealth advisor helped them to create a legacy that would inspire generations. A strategy for investing is a continuous process to ensure that your portfolio meets your objectives.