Best Financial Advisors in Newmarket, ON

“Year after year they've been there with great service and fees.”

“The planning and administration of wills, estates, and trusts is an increasingly complex area and a comprehensive estate plan is essential in order to ensure that assets and business interests are protected in the event of death or incapacity.The mem...”

“Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.”

“We are committed to guiding you through all of your life's transitions and challenges, creating a solid comprehensive wealth strategy to achieve your retirement goals and to look after your family for generations to come. We do this by helping you Se...”

“Being new to Canada she took the time to explain my different options in starting a saving plan for my daughter's education and the best way forward.”

“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”

“Nancy gave me so much information of all the variables you have to think about when making financial goals and the reports we went over have really given me an empowerment of knowing what my money is doing and how best to make it work for me.”

“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”

“I had several years of taxes that I needed to file including factors such as foreign income, new home purchase and having worked as an independent contractor.”

“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”

“Ben Cheung , 👍🏻👍🏻👍🏻 After contacting this insurance practitioner, he explained the contents of car and house insurance very professionally.”