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.

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.

He is a nice guy however he filed my taxes wrong for 2018 and told me I owed money when I was…read moreactually suppose to receive money back. The CRA reassessed me in July and I still have not received my tax return back. Having my taxes filed incorrectly has really caused me a lot of issues and upon calling him for help he very shortly said that there was nothing he could do for me.

From the owner: Services and Areas of Practice…read more Tax Preparation Personal Tax Returns, Corporate Tax Returns, Trust Tax Returns, US Tax Returns, Non Resident, Late Filing, Prior Year Adjustments, Demand to File, TFSA, Deceased Returns, Bankruptcy Returns, Arrival & Departure Returns Tax Advice & Planning Personal Taxation, Corporate Taxation , Trust & Estate, Cross Border (US Tax), International Tax, Investments & Tax, Real Estate & Tax, Retirement & Financial Planning Solutions for Tax Debt Relief/Representation Income Tax Arrears, Tax Audit, Tax Appeals, Tax Enforcement, Wage Garnishments, Account Seizure & Property Lien, Interest & Penalties Accounting & Book Keeping Financial Statement Preparation, Financial Analysis, Compilations, Reviews & Payroll

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.

Although I have not used this firm's services, I did meet with them to get an idea of their…read moreservices and what they could do for me and I was not overly impressed. First of all, when I asked them why they felt they were experts in the area of cross border investing, their answer was that the CEO was married to an American and also one of the other partners was married to an American. Since when does being married to someone make you an expert in something?? I was also suspicious when they told me that I did not meet their minimum requirement, but they were going to help me anyways because my needs seemed to be more on "the organizational than on the planning side". What??? So you're going to charge me a bunch of fees for essentially passively managing my account?? Overall, I felt that if I am going to trust someone to manage my money, they better be able to demonstrate that they know what they are doing and that they will go the extra mile to meet your requirements. They advertise themselves as "fiduciary advisors", which means they are supposed to act in your best interest, but somehow, I did not get the impression that they were going to do that.

From the owner: Cardinal Point is an independent Canada-U.S. cross-border wealth management organization. We focus…read moreon providing personalized investment, financial planning, and cross-border solutions to families, individuals, and related institutions. Disclaimer: While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Cardinal Point Wealth Management, LLC or Cardinal Point Capital Management Inc. is strictly forbidden under current securities laws. Also, please be aware that while we monitor comments and "Reviews" submitted to this page, we do not endorse or necessarily share the same opinions expressed by site users.

In 2019 my wife and I who are seniors were approach by associates of Michael Vukets to seek…read morefinancial planning advise from Michael Vukets and Vukets and Associates. We met with Michael Vukets and ended up purchasing a fairly large insurance policy. Today we are left with no insurance and over a million dollars in debt despite a written identification from Vukets and Associates and Michael Vukets personally which indemnified us from any such loss. When we queried Michael Vukets about being indemnified the response was see you in court. Govern yourself accordingly!

Effective and efficient. I'm a believer of hiring experts to do things you do not have the…read moreknowledge for, and they have done a great job running my personal and business accounting.

From the owner: Our unique one stop approach to provide full accounting, bookkeeping, payroll and tax services to…read moresmall businesses distinguishes us from the rest. Servicing clients in the GTA since 1993.