Financial Advice Services

Best match results for financial advice services in Canada + 30km.

    Fee Only financial planner in Ottawa Ontario Canada. We specialize in tax and retirement planning for Federal Government Employees, Health professionals, Teaching Faculty, Self Employed Professionals, and Management Executives. We offer independent financial planning and advice. Our advice has been featured in MoneySense magazine, the Globe & Mail, Global News and CBC. Ayana Forward is the owner and founder and she holds the Certified Financial Planner Designation (CFP). She provides unbiased advice ... Read more regarding pension decisions, government benefits (CPP and OAS), order of withdrawal strategies, tax planning and comprehensive financial plans. Most Popular Services: Fee Only Financial Planning: Independent financial advice on an hourly or flat fee basis Retirement Planning: Cash flow projections, exploring early retirement options, how to maximize government benefits. Tax Planning and Preparation: double check past returns for missed credits and deductions, tax preparation and ...

    Retirement Planning Consultation

    Complimentary 60-minute Retirement Planning Consultation. Learn more about the benefits of taking a proactive approach to planning for retirement. We'll answer questions you have about your pension options, government benefits (CPP and OAS), tax planning and order of withdrawal strategies.

    We are your Trusted Mortgage Brokers in Fort McMurray to get you approved on your next home purchase with the lowest mortgage rates in Fort McMurray. We are ready and available for our clients during one of their most important purchases of your lives. We believe in clear communication and transparency. We will keep you informed during every step of the way. We work around your schedule and can have you pre-approved in only 20 minutes and out house shopping for your new home in Fort McMurray. We ... Read more are your experienced Fort McMurray Mortgage Brokers ready to help you get the approval on your new home purchase. If you currently have a home and are just shopping for the lowest mortgage rate in Fort McMurray call us today to get started and transfer your mortgage to a better lender with a better interest rate. Whalen Mortgages is your trusted mortgage brokers in Fort McMurray. With the top lenders and banks we ensure we are getting you the best mortgage rate and product from the top lenders Fort ...

    We are the # 1 source for Insurance products in Orleans & Ottawa! We are here to help you sort through all the different options and carriers to find the perfect plan for you and your family. Visit us to get quotes from over 35 life insurance carriers in minutes.

    VALCOR, saving small businesses since 1994. Valcor provides small businesses solutions to todays problems due to the challenging economy, credit restrictions and a slowdown in cashflow. Business Restructuring Debt Mediation Capital Acquisition Valcor Consultants are located throughout North America. Contact us today for a no-obligation initial meeting. No Success/No Fee.

    Auto Lease/Finance company active in the GTA

    Dryrun is a cloud-based financial forecasting and cash flow management tool for businesses and their advisors. The simple-to-use tool is flexible and focuses on helping you manage your near-term cash flow while making operational decisions and testing assumptions. Quickly model out multiple 'what if' scenarios in a single forecast so that you can manage your cash flow, compare your options, build sales forecasts, create growth plans and analyze profits. This scenario-based approach is the key ... Read more difference between Dryrun and other tools. The visuals in Dryrun are clean, easy-to-scan and help you quickly spot trends, yet the tool contains powerful features to help you dig deeper and compare your options. You can rapidly build recurring budgets that auto-repeat and stretch into the future so that you can focus on the variable invoices and bills that often have the biggest impact on your cash flow. Dryrun is ideally suited for businesses that experience highly variable cash flow. We ...

    We serve over 300 business owners, their families, executives and professional advisors. The businesses that our clients operate range from technology, engineering, real estate developers, hoteliers, manufacturers, oil and gas services, construction, medical, legal, accounting, consulting, auto repair, transportation and printing. What we do: Our services include the following: • Estate Planning – In depth planning for incapacity, death, sale, roll over or gifts utilizing Wills, Trusts, POA’s, ... Read more Representation Agreements, Trustees, Directors Resolutions, Unanimous Shareholder Agreements, contracts, loan and lease agreements, etc. • Tax Planning – Consulting re individual, business and estate tax issues and recommending strategies to reduce tax.

    Bringing over 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

    Financial Planning, Risk Management and Wealth Management

    Accord Small Business Finance provides business loans ranging in amounts from $5,000 to $5,000,000. We always ask our clients “How Can We Help You Grow Your Business Today?” We’re part of Accord Financial Corp. (TSX: ACD), serving Canadian businesses for nearly 40 years. When your bank can’t or won’t help you, or simply isn’t fast enough, give us a call. We can quickly understand even the most complicated situations. Whether you need working capital, equipment financing, some ... Read more emergency funds, or you need to do a comprehensive restructuring of your balance sheet, we have the experience to help. Need up to $75,000 fast? We have a product for you! Apply online or email us. Receive a credit decision in less than 4 business hours, with simple documentation, and funds in your account as soon as the very next business day. Grow Your Small Business Today! We have multiple products to help solve your business challenges, large or small Small Business Loans. Get ...

    Hello, my name is Jason Woods. I am an experienced mortgage broker offering Mortgage services Burlington, and surrounding areas. I find it my responsibility and commitment to secure proper mortgage solutions that satisfiy the requirements of clients in meeting their financing needs. If you have a mortgage need, I am the right broker to talk to. Whatever your mortgage financing needs may be, nobody will provide you the justified solution as I will. As a mortgage professional I pride myself on offering ... Read more my clients personal and prompt service. I am pleased to be a member of The TLC. Mortgage Group. The TLC Mortgage Group is comprised of the most knowledgeable, ethical and professional mortgage professionals in the Canadian mortgage industry. For any information regarding purchases, renewals, refinances and home equity loans, I will work on your behalf to get you the best product that suits your needs at the most competitive rates. Please call me or email my anytime

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