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.

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

The initial intake process with Trina was smooth enough but I have not much good to say after that…read more Phone calls went unanswered, messages ignored. Dealing with financial hardship is bad enough but to then feel ignored by the very people who were supposed to support you through the process is disheartening. The least they can do is acknowledge you in some fashion; pass on your message, direct you to another department. Something.

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

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.

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.

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.