John did my taxes for 3 years without a problem. After I received my 2015 return I phoned him to…read moreask a few questions. He told me he would get my numbers in front of him and call me right back. That was the last I ever heard from him. I've left half a dozen phone messages and sent multiple emails asking him to get in touch with me. I live 6 hours away, so I don't feel like driving to his office to try to make contact. It has been eight months, and I still have no idea what is going on. I cant even get him to send me my records so I can pass them on to a new accountant. Needless to say this has caused me a fair amount of stress.

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.

Excellent service. I have been going here for many years, and wouldn't go anywhere else. Staff…read moreare extremely efficient and helpful. I would highly recommend Gateway. Owner and staff are very knowledegable.

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.

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

I was with Sun Life for health and financial group plans over a decade ago with my employer at the…read moretime. It got acquired by my current employer. Due to the acquisition, our health and financial group plans got moved to a different provider. In late November 2021, my employer decided that it was more cost-effective to switch to Sun Life. It was quite an elaborate transfer process with sessions to help us out. Many of our questions didn't have answers, but the folks at Sun Life along with my employer's group benefits department worked to get those answers and ensure as smooth of a transfer as possible. As of January of this year, everything is with Sun Life. I do like it better than my past provider. The only hiccup during the transfer process was that Sun Life remembered what my old policies were a decade ago. It does not delete accounts. So, I had to call Sun Life customer service to get my password reset because I couldn't use the online feature to do it. The woman that I spoke to was competent and reassuring. She took care of my login issue and I've been good ever since. I was happy being back. I still am! My dentist pulls estimates roughly three weeks before my dental appointment. I feel that staff there are exceptionally eager when it comes to getting estimates. I get alerts through e-mail when these estimates take place. I am free to log in and check them out. What's different about Sun Life is that whenever a claim has been deposited into my chequing account, I get an e-mail notification. It's great. I don't have to check my bank account like a hawk. The deposit is quick. I will admit that I had thought that I had set up everything. Um, nope. I left out adding my chequing account details to have claims automatically deposited. Instead, I had to wait for my first cheque to be sent through Canada Post. It took five business days, which wasn't bad. The day that I paid my dentist was the day that the cheque was cut to reimburse what I had shelled out. My claims have been seamless ever since. My pharmacy has all my plan details. When I have a prescription, my pharmacy automatically files a claim and I get a notification. I recently had a prescription for a wrist-thumb splint. I didn't know whether it was going to be covered. It was 85% covered and I received funds from my claim within two business days. I was happy. The process filing the claim online was painless. I uploaded my receipts, filled out a few fields, and I was good. Group RRSPs and pensions are a bit different at Sun Life, but moving my funds over to these new accounts was pain-free. I can check how they are doing whenever I'm curious and adjust how much when the change period is available, which seems to be every year. Sun Life has an app where you can check the status of your account and file claims. I haven't downloaded it. I'm perfectly content using the online portal through any browser, so I'm good without it on my phone. I like Sun Life. It's nice to be back. (214)

I can buy medical product in my local area for $250, and Sunlife reimburses me 100% for that…read moreexpense. I found the exact same product overseas for $100, and shipped it for $30, total cost to me $130. I requested my reimbursement, expecting Sunlife to be happy I'm saving them $120 (instead of $250 claim, I'm now doing a $130 claim for the exact same medical product). But no, they denied my shipping charge (even though the local $250 product paid for shipping, they simply don't display it in the cost). Sunlife's policy will not pay for shipping fees. They said contractually, shipping fees when broken down on a receipt, cannot be paid, even on an exception basis So instead of allowing me to save them $120, they now saved $150 from my efforts. Hmmm, next time I'm going to buy the local product for $250 (which comes from overseas by the way), is what their policy is training me to do. For everyone else out there, ensure no shipping charges display when you file a claim. And for anyone interested in Customer Service, never state the word policy, when you won't provide the customer what they are requesting. The word "policy" upsets people. Especially when common sense shows the policy being followed, is ridiculous for both parties involved (in this case, they might have won $30 from me this time, but my future expenses will always be $250, instead of $130). I guess common sense isn't that common, or as powerful anymore...