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.

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

When I first got insurance I was hesistant as they werent very responsive. Fast forward 2 years…read moreafter when Im trying to cancel, phone calls ignored, brutal customer service. No response, then when I finally get a hold of someone and get a few answers they had the AUDACITY to say "Arent you going to thank me?" ... excuse me last time I checked this was your job.

EDIT READ FIRST: After posting my initial review i was contacted by Ed who offered a resolution by…read morerefunding me the difference of the new cost and honoring the original quote. i was happy with this resolution but unfortunate it took a review to have this resolved. I advise anyone who goes with CCV let alone any insurance company to keep records of all quotes, emails and phone recordings if possible as well to save yourself any headaches. I purchased a new car in May and worked with CCV insurance because that is where my family had their insurance. My broker Ed quoted me at $2900 per year split into payments every 4 months which I was happy with, he sent me all the forms and it was signed and completed. Next thing I know I got a letter in the mail saying my premium is $3700 per year and I must pay it in 6 months. CCV DID NOTHING TO RESOLVE THIS. SAID "AW WELL ED MADE A MISTAKE NOTHING WE CAN DO" DO NOT GO WITH THEM YOU HAVE BEEN WARNED FIND ANYWHERE ELSE.

After my mother-in-law was diagnosed with cancer many years ago and she was stable, Cancer didn't…read morereturn. So we wanted to get her a Critical Life Insurance policy. To handle the complete process of getting the insurance we contacted Canadian LIC. Their team was very compassionate towards us and ensured that we got the insurance as soon as possible. So Harpreet Puri contacted underwriter of few insurance companies,while we were there and she explained underwriters full Medical conditions of my mother-in-law. I recommend this highly professional lady &company to everyone.

From the owner: We are an Insurance Agency, We provide Insurance products ranging from Money Back Life Insurance,…read moreWhole Life Insurance, Life Insurance in Brampton, Estate Planning , Key Person Insurance, Registered Disability Savings Plan (RDSP), Registered Retirement Savings Plan (RRSP), Loan Protection Insurance, Tax Free saving Accounts, Group Insurance, Mortgage Insurance, Universal Life Insurance, Term Life Insurance, Permanent Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, SuperVisa Insurance. For Complete list of Services pls contact us at 416 543 9000.

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.