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CFS Wealth Management Inc.

Name: CFS Wealth Management Inc.
Address: Vaughan, CA
Telephone: +18884516133
Rating: 4.98

100 reviews

wealth management companies Best Wealth Management Companies in Canada Best Wealth Management Companies in Ontario

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+18884516133

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BOX 20011, 9980 Dufferin St, Maple, ON L6A 4M4, Canada Get Directions

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ABOUT Services Excellence Summary

Retirement is never easy, and It's all too easy to fall behind. At CFS Wealth Management Inc., we specialize in transferring ex-employer pension plans and Locked-In accounts. Also, we provide you with all the unlocking options from all pension jurisdictions, We manage a vast array of funds that former employers have left through former employer plans, including Locked retirement accounts and locked in registered saving plans. We understand there is a lot to think about and plan when you are in retirement, and we can help you to worry less by handling all formalities during this time. For more than two decades, we've managed a consulting firm that has helped clients to navigate complex issues from commuting from old employer pension plans. We believe that you have many options if you quit your job before you reach our earliest retirement age and you have contributed to a pension scheme. Our primary focus is that your new beginning is as successful as possible, no matter where you are starting from. We will get to know you early on, listening to your goals, dreams, and aspirations, and pursuing them. We will use employee`s information to create a personalized plan of steps specifically tailored to what the client wants to do in retirement. And we will be right there with the client to guide them every step of the way.

SUMMARY Reviews Summary

Mark and CFS Wealth Management Inc. consistently receive reviews which glow with positivity. Customers appreciate Mark's prompt communication, professionalism, and excellent customer service. Indeed, Mark's clients often describe feeling valued, heard, and like family — transformations which Mark and CFS Wealth Management Inc. foster in their long-term clients. Marc's expertise is matched only by his openness and honesty, creating a relationship of trust which makes clients feel comfortable in the financial planning process. CFS and Mark have had not only happy clients, but also many who are willing to refer their family and friends due to seamless and fast financial services. Most agree that Mark is an expert who offers interior insurance services. The reviewer takes the opportunity to praise mark and his team. Thank you, Mark, and CFS Wealth Management Inc. for providing such great customer service. I would recommend these professionals completely, and I am truly grateful for their expertise in my financial planning career.