KnowledgeablePersonal approachThorough explanationsResponsiveLong-term advisorInformative meetingsTrustworthyGreat returnsPersonalized plansAvailable for questions
About this business
David Corrado, CFP - Certified Financial Planner was built on a foundation of strength and resolve.
The founders, Frank and Sam Ciccolini, established Masters Insurance in 1966. In 1972, Max Ciccolini, Frank’s brother, joined the company. Max Ciccolini was a great organizer with a strong character, and he speedily found himself at the heart of corporate operations. In 1981, Gary Corby joined the brothers, and Masters was created. Our pieces were in place, and the brothers worked hard to create a dependable insurance brokerage that could rely on connections and deep-rooted community ties.
A full range of investment and insurance services is offered. But Masters Insurance's actual mission goes further than the products and services it provides today. Our family-owned company was established from modest beginnings. We now have clients in Canada and the United States. Masters Insurance stands for sincerity, honesty, and strong community ties. This old-fashioned quality is apparent in generations of Masters clients, employees, family, and friends.
Master's consists of ten family members from the second generation and four partners who manage a team of insurance and surety experts. They operate in Ottawa, Hamilton, and Toronto. They continuously broaden their product range to offer all customers, no matter how large, comprehensive insurance solutions. Master's core values are "Honesty and Integrity" and unparalleled services. The Masters brand is known for its family-centric, hands-on approach to insurance and sophisticated financial products. To hear the complete story, go to the Masters Insurance homepage.
Reviews Summary
David remains a popular choice for clients. His client focus, which clearly shows in the reviews, supports his strengths as an advisor. Clients highlight his deep understanding of financial matters, personal approach, and the ability to create customized financial strategies. David’s practice has benefited from his client-orientation, and he has a reputation for costing his clients less than they anticipate. Trust comes easily in his company due to his professionalism and comprehensive understanding of his work. Call him and eliminate any doubt, they suggest. David’s services seem tailored to fit the client, not just his wallet. With David, you have a close relationship that will show how much he cares about each one of his clients.
Frequently asked questions
6 questions
What do clients say about the financial planning services offered by David Corrado?
Clients frequently praise David for his thorough and personal approach to financial planning, highlighting his ability to create solid financial plans tailored to individual needs. Many appreciate his trustworthiness and the guidance he provides in achieving financial goals.
Does David Corrado offer tax preparation services, and what do clients think about them?
Yes, David offers tax preparation services, including individual and business tax returns. Clients commend his expertise in tax planning and appreciate the significant savings he has helped them achieve on their tax returns.
Can I get investment management services from David Corrado, and how do clients feel about his expertise?
David provides investment management services, including portfolio management and investment advisory. Clients express high satisfaction with his knowledge and passion for helping them grow their investments, often noting his proactive communication.
What do clients say about the insurance services provided by David Corrado?
Clients appreciate David's thoroughness in insurance services, including life insurance consultations and policy reviews. They often mention his caring nature and his commitment to ensuring their insurance needs are well addressed.
How does David Corrado's team support clients in retirement planning?
David's team offers comprehensive retirement planning services, focusing on individual and family needs. Clients highlight the personalized attention they receive, which helps them feel more confident about their financial future.
Where is David Corrado, CFP - Certified Financial Planner located?
7501 Keele St Suite 400, Vaughan, ON L4K 1Y2, Canada
Location & directions
Vaughan, Ontario
David Corrado, CFP - Certified Financial Planner
Wealth Management Companies
Address
7501 Keele St Suite 400, Vaughan, ON L4K 1Y2, Canada