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.

This is a TD facility yes but it does not have any tellers there. If you're looking for US dollars…read moreyou can't get it from the employees here since the employees are only advisors. These advisors speak up to 10 different languages and specialize in personal lending (including mortgages), investments, financial planning, and various new accounts. In this branch it may seem like a lounge at an airport rather than a bank because it doesn't feel like a bank. There are even coin machines that will accept loads of coins and deposit directly into your TD account as well as an ATM that is interactive and will give you denominations of your choice down to 5 dollar bills. The hours are also later like some TD branches, up to 8pm on weekdays.

I visited this branch at the first bank yelp event!…read more The branch in itself is quite different with no tellers and only advisers. The staff was very friendly and bank manager Andrew was just awesome! You can follow Andrew on twitter or send your comment through yelp... As there are no tellers, there are state of the art machines to deposit you money and pay bills. They also take coins. The financial advisers are well versed in various languages and specialize in leading, investments and financial planning...just to name a few.

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.

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.

Freedom 55 financial is a leading financial security service provider company in Canada, offering…read moreservices like savings and investments, retirement income, life insurance and mortgages also it offers exclusive mutual funds under the Quadrus Group of Funds™ brand. Bharat Singh is Certified Financial Planner holding a license for the same. Services offered by bharat singh under www.financialplannerinmississauga.com are Life and health Insurance, Investment Planning / Management, Visitors and Travel Insurance, Personal and Corporate Tax Planning, Mortgage Planning, Personal Financial Planning / Consulting

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

Freedom 55 financial is a leading financial security service provider company in Canada, offering…read moreservices like savings and investments, retirement income, life insurance and mortgages also it offers exclusive mutual funds under the Quadrus Group of Funds™ brand. Bharat Singh is Certified Financial Planner holding a license for the same. Services offered by bharat singh under www.financialplannerinmississauga.com are Life and health Insurance, Investment Planning / Management, Visitors and Travel Insurance, Personal and Corporate Tax Planning, Mortgage Planning, Personal Financial Planning / Consulting If you are looking for any of these services then you may call Bharat Singh at 289 865 1000 or mail him at cfpbharat@gmail.com Or you may visit Suite 1600, 1 City Centre Drive, Mississauga, Ontario, L5B1M2 CA

This has been my primary banking institution for over 40 years, the last 10 remotely from Deep…read moreRiver Ontario and Saskatoon SK. Great people in a great institution. Minimal banking fees and above average interest rates. Highly recommend.

Parama is the best kept secret in banking in Toronto!!…read more Why would you continue banking with one of the big banks when you can get all this from Parama for free, on a clear conscience? It's a small, community based credit union, and of course you have a say in how it's run. And also you get returned a share of the profits! In 2013, they returned something like $250,000 to their members. I originally signed up to this bank because I saw a sign that said they offer free chequing while passing by on the Bloor night bus. I think one of the reasons that this place is a secret is because the hundreds of thousands of people passing underneath it every day don't see this sign. Here are some of the things you get for free that you don't get anywhere else: -Free certified cheques and Money Orders (!) -Free regular cheques -Free pretty much everything else! -Teller service, if you want it -Free use of The Exchange ATMs across the country; you probably have one around the corner and you don't even know it yet... -Only $2 to use Mastercard ATMs in any other country in the world - that's cheaper than they advertise! Potential barriers: -Both branches are in Etobicoke along the Bloor subway line. I live in Vancouver now, though, and that hasn't really stopped me from enjoying their services. -You have to buy a $40 share to join. But you would get the money back if you wanted to leave.

Awful!!! Waiting to speak to a customer service rep for 1 1/2hour. What the He..! It's time to find…read morea new broker. This is a total joke! Td has gone downhill over the years.

Important Warning.... TD Waterhouse is running a Ponzi scheme. For years I have deposited money in…read moremy account at TD Waterhouse, and I could see the account values increase over the years online. However, if you try to withdraw or transfer securities out of your account, they come up with every excuse in the book and deny the transfer. First it was that they needed a "letter of instruction". I drove to a TD branch and the bank manager transferred the document to TD Waterhouse. When I tried to execute the transfer, they then told me I need to send them a 'letter of indemnity". I went to the branch again, and they transferred the document to TD Waterhouse. Then they said I needed to identify myself, again I went to the branch and showed my drivers license and they stamped the document with their '"Signature guaranteed' stamp, and the bank manager sent it to TD Waterhouse. I called in today to TD Waterhouse, and the broker and manager said that they never received these documents from their TD branch, and I need the send them again. I told them to contact the branch manager directly and he can confirm that the documents were sent. To this day, I still cannot take money out of the account, and they keep delaying it. TD Waterhouse is just a big Ponzi Scheme. This has been going on for a few weeks now, and it is time to take this to the lawyers and see what they can do. Td should be ashamed of themselves!!!