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.

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

Thank you to trinadavid sklar for helping me with everything. They were Very welcoming. highly…read morerecommend

Due to some poor financial choices, I found myself in a desperate situation. David Sklar's a…read morerespected institution, so I made the call and had the fortune of connecting with Trina Powell. We agreed that a consumer proposal was the better solution. She took alot of the mystery, fears and shame away. I can count on her to answer my questions and concerns (big or small) at any given time. The follow up emails are appreciated. Her advice is practical, fair and realistic as she works with you to gain results needed to make YOU successful. Trina Powell is the TRUSTee that I needed. Alli

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.

If you are looking for help with tax preparation in the East York area, look no further than Gerry…read moreCampbell and his team at Liberty Tax. We have been using his services for years. He does both Canadian and USA tax filings, are very knowledgeable, will do electronic filing for you and are pretty reasonable. Located near Coxwell on Danforth, parking is on the street and Coxwell TTC is steps away. So easy to get to!

Highly recommend…read more I've been going to Jerry for years he never disappoints. His staff is friendly