Financial Services Services - Freelton (L0R 1K0)

Hamilton, Ontario

Best match results for financial services services in Freelton + 30km.

    Family Wealth Concepts is a private wealth management firm specializing in serving the wealth management needs of successful Canadians. Through our industry contacts and in-house legal, accounting and investment specialists, we offer the following services: - Financial Planning - Accounting, Legal, Private Banking - Group Health Benefits & Health Spending Accounts (HSAs) - Mortgage Lending - Life Insurance Analysis - Tax, Trust & Estate Planning - Family Business Advisory - Retirement ... Read more Income Planning - Investment Portfolio Design, Manager Selection and Monitoring - Fee-based & Discretionary Investment Portfolio Management - Philanthropic Goals & Legacy Planning - Family Counselling / Meetings - Comprehensive Performance Reporting - Tax Return Preparation

    With increasingly complex financial markets, increased solicitations from the various financial institutions, and needs which can change during your lifetime, working with a single, qualified Financial Advisor and insurance agent that you can trust is more important than ever. Christina Graham BA, BSW, MSW, is a professional and experienced Financial Advisor with PEAK Investment Services Inc. and as Life Insurance Advisor with PEAK Insurance Services Inc. Christina Graham's personal and business ... Read more planning services will ensure you are on the right path when it comes to your finances – from wealth management to retirement income planning. As an Independent Financial Advisor, you will have access to a multitude of companies’ products and solutions. Set an appointment with Christina Graham to discuss your financial path and open an account or apply for needed insurance. As independent financial advisor with PEAK investment Services, I have full access to all available financial ...

    Other related businesses in and around Freelton (within 50km)

    • 200-6285 Northam Drive, Mississauga, Ontario L4V 1X5
    • 40-50 km from Freelton
    • Business can travel to you

    BeneFACT Consulting Group is a team of financial and technical experts dedicated exclusively to helping Canadian companies maximize their R&D tax credits. We are Canada's premiere SR&ED experts and we offer the most comprehensive end-to-end SR&ED claim preparation services in the industry.

    Hoyes Michalos is a personal insolvency firm with 20 years’ experience helping people build a plan to become debt free. As a Licensed Insolvency Trustee, we are accredited by the Canadian government to provide Consumer Proposal, Bankruptcy and Credit Counselling services. Our team of professional debt experts provide caring, confidential, friendly advice to help you get out of debt and get back your life. Our Kitchener office is conveniently located on King Street between Downtown Kitchener and ... Read more Uptown Waterloo, is on the Kitchener LRT line and has plenty of parking.

    Free Consultation

    Validity: from 03 Aug 2018 to 31 Dec 2030

    Free Consultation Imagine what it would be like to be free of worries and debt. The right solution depends on your unique situation. To understand your needs, we provide a free 30 minute, no-obligation debt assessment. Need more than 30 minutes? No problem, we will take as much time as you need to answer your questions. Need a second or third consult before deciding? Again, no problem. All our consultations are free. Book your FREE confidential debt assessment today.

    Williams Accounting Professional Corporation is highly Professional Corporation provides a wide range of services to its clients from accounting firm services, chartered tax accountant and corporate & personal tax return to bookkeeping, payroll services. For some clients, services may include everything from billing to accounts payable to Small Business Accounting. For others they only review the work completed by the client and prepare various government returns, Income Tax Return Canada and financial ... Read more statements. For other clients, only their personal & corporate tax returns are prepared once a year. Glenn Williams owner of Williams Accounting Professional Corporation is a certified CPA (Chartered Professional Accountant) and CMA® (Certified Management Accountant) Williams Accounting Professional Corporation is considered by many as the “One-Stop-Shop” for bookkeeping, payroll, accounting firm, chartered accountanting, corporate & personal tax return services in Peel Region (Brampton, ...

    • 2540 Matheson Blvd East, Mississauga, Ontario L4W 4Z2
    • 40-50 km from Freelton

    K.C. McKee Medical Development’s professional team of billing accountants provides with premium services on a month-to-month basis for physicians of all specialties. The data is stored on private servers which provide reliability and safety. The managers will boost your revenue and free up your time for clients.

    Corporate financial statement preparation. T2 returns, Personal income tax preparation, Quick Books training and computer consultation

    We specialize in Employee Benefits for over forty years Serving Toronto and the GTA Connected to most Insurers with rate guarantees up to six years

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