Financial Planning

Toic Wealth Management
Business Genre (required):
Short Business Description: Zeljko (Jocko) Toic, CFP based in beautiful Kelowna, B.C. and serving Canadian Investors in British Columbia and Alberta. Registered as a Dealing Representative with Cape Cove Financial And Now Ontario Also
Long Business Description (required):

Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.

Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.

Business Phone Number: 2508699636
Business Address: 380 Pelissier St Apt 2504, Windsor, ON, N9A 0A5
Website Address: https://www.toicwealth.com
Tanner Financial Services
Business Genre (required):
Short Business Description: Group Benefits for small business.
Long Business Description (required):

Tanner Financial Services is a professional insurance brokerage dedicated to insurance products and group benefit plans for small to medium sized businesses and individuals.
For small and medium sized businesses, we specialize in group benefit programs. We are one of the exclusive providers of the Chambers of Commerce Group Insurance Plan. The Chambers Plan is a not for profit group benefits plan that offers small businesses a stable and affordable group benefits program. Additionally, we can shop the market for our clients, with access to over ten of Canada’s leading group benefit providers.
For individuals, we offer life insurance, investments, financial planning, mortgages and personal health insurance and dental insurance. On the individual side, we deal with over twenty of Canada’s top insurance companies, allowing us to find our clients the coverage they want at the best possible price.
Our brokers are fully licensed and insured in the Province of Ontario, Canada.

Business Phone Number: 647-722-1711
Business Address: 120 West Beaver Creek Road, Units 20-21
Website Address: Toronto Group Benefits
Dri Financial Group
Business Genre (required):
Short Business Description: Financial Planning
Long Business Description (required):

The Dri Financial Group specializes in creating multi-generational wealth to enhance the lives of high-achieving entrepreneurs, families and professionals.

Business Phone Number: 877-355-6340
Business Address: 95 St Clair Ave W Suite 1400 Toronto, ON M4V 1N6
Website Address: https://richarddri.ca/
Business Tags:
vsrk logo
Business Genre (required):
Short Business Description: Our Mission as a Financial Business Planner is to help our clients achieve their financial goals and realize their dreams for themselves, their families, and their businesses or professions.Our aim is to hedge our investor against any adversaries arising in the investment markets that arise primarily due to any lacunae and providing them best Portfolio Management Services.
Long Business Description (required):

We VSRK Wealth Creator Private Limited Are one of the Best Financial Advisor in Delhi provides you services like Wealth Management Services Mutual Funds, Bonds, Corporate Fixed Deposits, Life Insurance, General Insurance, IPO’s / NCD’s, ELSS / Tax Saving Funds, Financial Planning. We are a team of well-qualified, exuberant, innovative and enterprising hard-core dynamic professionals, We Are Certified Financial Planner. We Are Certified by AMFI, IRDA working collectively toward a common goal and committed to offer our clients nothing but the best.

Business Phone Number: 9899794829
Business Address: R-54, 1st & 3rd Floor Opp. Hira Sweets, Main Vikas Marg, Shakarpur
Website Address: Top Financial Planner
Facebook: Facebook
Twitter: Twitter
LinkedIn: LinkedIn
Tax Planning Services : Quick Tax Ontario
Business Genre (required):
Short Business Description: Anyone these days can file a tax return, but only a professional can ensure you receive everything you are owed.Quick tax Ontario is dedicated to excellence in tax services! Call for a free, no obligation consultation. (647)971-5296 or visit http://www.quicktaxontario.ca
Long Business Description (required):

Quick Tax Ontario offers Free Tax Consultant for Self Employed Taxes, Tax Audit Services. Tax Planning Services as well as Corporate Tax Services at affordable rates.Call for a free, no obligation consultation. (647)971-5296 or visit http://www.quicktaxontario.ca

Business Phone Number: (647)971-5296
Business Address: 6 Woodsview Ave
Novel Financial | Fee-Only Financial Planning
Business Genre (required):
Short Business Description: Fee-Only Financial Planning. Achieve your goals faster through lower fees.
Long Business Description (required):

We offer a wide range of customizable services that can be packaged to meet your needs.

Budgeting and Cashflow reviews
Debt consultation
Fee-only financial planning
Investment planning
Investment portfolio second opinions
Retirement planning
Workplace pension consultation/advisory
Robo-advisor partnerships
Tax planning
Tax preparation (outsourced)
Home/Auto insurance reviews and planning
Life insurance reviews and planning
Estate reviews and planning
Significant life decision advisory (i.e. to rent or buy a home? can I afford to go back to school?)
Financial education seminars

Business Phone Number: 4166628958
Business Address: 611-55 Lombard St
Website Address: https://novelfinancial.ca
Business Tags:
BlueRock Wealth Management
Business Genre (required):
Short Business Description: “Rethink the way you invest”
Long Business Description (required):

It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.

With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.

At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.

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Business Phone Number: (705) 443-5599
Business Address: 115 Hurontario Street, Ste 201, Collingwood, Ontario, L9Y 2L9, CA
Website Address: http://bluerockwealth.ca