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.

My late Mother was John Soutsos' second customer when he started out in 1986. She did not know him…read morebut he was recommended to her by John's first customer whom I believe also did not know him. My husband and I began investing with John about 15 years ago. John Soutsos has taken the time to educate us about investing and explains everything that he recommends in patient detail. He keeps in regular contact with us without overdoing it. By reading the pulse of each of his clients, he determines how much contact the individual wants and does his best to fulfil that need. At times during the past decade of serious declines, he has encouraged us to not panic and he advised us to fight the urge to sell when values were low and others were selling. We have been very satisfied with his advice and have recovered all of the declines and our portfolio has been growing. I am retired and my husband is on the verge of retirement. We are well-positioned financially due in large part to following John's advice in both dollar cost averaging and in diversification. I have recommended John Soutsos to friends without hesitation. He is the consummate professional. Yes, I am a fan.

From the owner: Retirement Planning for those still working and Retirement Income Programs for those already in…read moreretirement. Estate Planning to help people transfer their assets in a tax efficient manner to the next generation. Private Wealth Management for high net worth investors looking for portfolio customization and optimal investment performance. Risk Review - to assist clients in identifying the potential risks that might stop them from achieving their financial objectives, such as premature death, disability, critical illness and the need to fund long term care.

my company accountant left suddenly and Fatima was hired to help us. She did a honest and a…read morediligent review including identifying past accounting mistakes. She was timely, accurate and professional. I cannot say more but emphasize that I trusted Fatima with company privacy data and felt confident about her professional integrity. We continue to use and highly recommend her for all small agile businesses.

From the owner: Accounting, Tax and Advisory Services for Small/mid-sized owner managed businessesread more

Just wanted to say thanks for giving me best advice on my insurance needs,I will say experience…read moredoes matter.Thanks Ashwani Goel.

Talking with Gianluca was a major eye opener for me. He really took his time to make sure we…read moreunderstood everything from how we should be saving, to how he's going to set up our investments, the tax implications as our savings grow, and what the costs involved are. He doesn't charge any meeting and consulting fees, which I love, and his costs are embedded in the investments so that we don't have to directly pay out of pocket for his services. There's really no reason why all families shouldn't have a financial advisor. We met with a few different ones, but Gianluca seemed to know and understand far more, especially on the investments side. You can tell he really loves what he does - which makes me feel all the more comfortable with him. Would definitely put him on your list of advisors to meet with before you make a final choice with any other advisor!

From the owner: Creating personalized tax-smart investment portfolios for your RRSP, TFSA & more accounts. Setting…read moreup your investments to meet your financial objectives and lifestyle goals. Building wealth, saving for retirement, & professional financial and investment advising. Servicing families, high net worth individuals, and millennials. What can Gianluca do for you? 1. Create tax-smart investment portfolios. 2. Strategies for maximizing your savings. 3. Build you a modular financial plan for retirement. 4. Make use of tax-efficient accounts. 5. Help you save for your children's education. 6. Reduce and manage your debts. 7. Keep you disciplined to ensure you're on track to meet your financial goals over the years. 8. Legacy planning: Manage and plan for the transfer of your estate while considering taxes and probate fees. - Thinking about retirement? A financial advisor can help. We ask you the right questions to help you determine what you need to do. Then build out a strategy to ensure you can hit your retirement goal.

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

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.

Had a meeting with Shelley Johnston about my pension and she made things so easy to understand. I…read moream so grateful that my brother recommended her to me. We originally met in her Whitby office but when she found out that we lived in Mississauga, she made herself available at the closer head office. We highly suggest seeing her for your financial needs.