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

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

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.

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.