Financial
Wealth Management
Investments
Insurance
Mutual Funds
Annuities
Health Benefit
RRSP
Stock
TFSA
McEwen Financial
535 Yates St. Suite 200, Victoria, British Columbia, V8W 2Z6, Canada
Autus inc.
200 Villagewalk Boulevard Unit 300B, London, Ontario, N6G0W8, Canada
Would highly recommend! Working with Dave and Riley has been instrumental in not only improving my investment performance but also my individual financial literacy. Under their guidance and tutelage I’ve seen significant improvement in my direct investment portfolio, and have actually been able to make sense of the strategy. Ive also really appreciated their auxiliary financial advice and services in helping me with life insurance, leveraged investment loans, and navigating the right home-mortgage plan for my portfolio and risk appetite.
Patricia Stevens - Senior Financial Associate
4300 Steeles Ave. W. #31, Vaughan, Ontario, L4L4C2, Canada
MILIFE Child Insurance
7-1185 Queensway East, Level 1, Mississauga, ON L4Y 0G4, Mississauga, Ontario, L4Y 0G4, Canada
Cadency
305 - 2750 14th Avenue Markham, Ontario L3R 0B6, Markham, Ontario, L3R 0B6, Canada
Sombrero Capital
4515 San Pedro Ave., San Antonio, Texas, 78212, United States
auxilio tax loans
8522 Broadway Ste 209, San Antonio, Texas, 78217, United States
Vendor Lender
90C Centurian Drive, Unit 205,, Markham, Ontario, L3R 8C5, Canada
Broadreach Strategic Planning Inc
#213, 5455 - 152nd Street, Surrey, British Columbia, V3S 5A5, Canada
Canada Tax Pros
28 Roytec Rd unit 1, Woodbridge, ON L4L 8E3 28 Roytec Rd unit 1, Woodbridge, ON L4L 8E3, Woodbridge, Ontario, L4L 8E3, Canada
TCL Asset Group Inc.
56 Pennsylvania Avenue, Unit 13, Vaughan, Ontario, L4K 3V9, Canada
CROWN FUNDING
218-8028 128 Street, Suite A, Surrey, BC V3W4E9, Canada, Surrey, British Columbia, V3W4E9, Canada
Magical Credit Inc.
380 Four Valley Drive, Upper Unit B Concord ON L4K 5Z1, Canada, Concord, Ontario, L4K 5Z1, Canada
Coffey & Co Accountants
Unit 7A Newtown Centre, Annacotty, Limerick, V94 C9P3, Ireland
Deeth & Co. LLP Chartered Professional Accountants
1 Hurontario St suite 220, Mississauga, Ontario, L5G 0A3, Canada
Financial Planning Standards Councils
375 University Ave, Toronto, Ontario, M5G 2J5, Canada
Assante Capital Management Ltd.
80 Richmond St W #Suite 202, Toronto, Ontario, M5H 2A4, Canada
William Chan - Downtown Advisor
330 University Ave #110, Toronto, Ontario, M5G 1R8, Canada
As a business owner, I've worked with many advisors from different financial institutions. William was able to identify issues that were never brought to my attention and helped reorganize my finances. His detailed process allowed me to make confident decisions that fit my situation. I would recommend him to anyone looking for an honest opinion and open to understanding their financial choices.
Freedom 55 Financial A Division Of London Life Insurance Company
Toronto, Ontario, M5G 1R7, Canada
Parkhouse Financial
121 Richmond St W #501, Toronto, Ontario, M5H 2K1, Canada
Have been a client for over 8 years and would highly recommend the Parkhouse team. Nathan is a professional and unlike a lot of financial institutions, initiated regular meetings, provided regular updates on our portfolios, and also had recommendations on how to best manage our portfolios based on the market trends. Our financial future is in great hands with the Parkhouse team.