Wealth & Estate Financial Canada Inc. is a dedicated and client-centric entity in Mississauga. Their foremost objective revolves around safeguarding your wealth for successive generations. At the forefront is Seema Sharma, an esteemed professional consultant renowned throughout Southern Ontario. Seema Sharma boasts a prestigious roster of professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS). Beyond her consultative role, Seema Sharma takes the initiative to conduct workshops and seminars encompassing a spectrum of financial, retirement, and investment planning topics. Operating within the realm of financial planning, wealth management, and risk mitigation, Wealth & Estate Financial Canada Inc. extends its expertise to a diverse clientele. Furthermore, the firm extends bookkeeping services tailored to medical professional corporations and businesses, enhancing their comprehensive suite of offerings.
UNIQUE FACTS:
• 8 Trusted Team Members
• 120 Years of Combined Experience in Financial Services
• 3 Dedicated Insurance Specialists.
Best Financial Services in Barrie
Expert recommended Top 3 Financial Services in Barrie, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
WALTON FINANCIAL GROUP INC. REVIEWS
My husband and I were referred to the Walton Financial Group Inc. and we have had the best and most welcoming experience! We are working with Jeff and he has been so kind and helpful! We feel confident investing with Walton Financial Group Inc. and we look forward to what the future holds! Highly recommend. The warm chocolate chip cookies are also a nice bonus - yum!
Bradley at Walton Financial has been great to work with. He returns calls and answers any question very promptly. He also keeps us up to date with any market trends and has been very quick to let us know how things are going. Setting up our accounts was really easy. He took care of all the paperwork in a very simple and professional way.
Working with Bradley Walton for over a decade now has been nothing but a joy. He provides great guidance and advice for all your financial needs and interests. I strongly recommend Walton Financial.
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Podium Prosperity Group is a business consultancy firm specializing in services to incorporated small businesses across Canada, with offices in Barrie, Kitchener, and Edmonton. With over 30 years’ experience as a CFO, Jim Pelot, CA CPA provides unique and impactful insight into the rollercoaster business owners ride. As “Coach & Consultant”, Jim Pelot and Cher Cunningham will guide you through the doldrums of business overwhelm into the calmer, smooth sailing seas as you learn how to become the powerful CEO of your business. There are powerful levers you can pull to take you from the overwhelmed business owner you are to calm and controlled CEO. Julie Muir, PFA is your Intentional Wealth Activator as financial strategies launch to support your risk, wealth, legacy and philanthropy strategies. Sam Pelot will help you put tailored group benefits in place as part of their AIRR program to help strengthen your employee workforce.
Book your sounding board session today to discover how you can multiply your efforts and shorten your path to success. Don’t let holes in your current plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.
UNIQUE FACTS:
• Online Appointments
• Free Web Conferencing
• Both Short and Long-Term Plans.
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Sat & Sun: Closed
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PODIUM PROSPERITY GROUP INC. REVIEWS
I have known Julie Muir for years and every confidence in her professional abilities to help her clients set and achieve financial goals. I am writing to help her communicate her more intangible attributes: willingness to help, a generous nature and her deep and abiding interest in people. These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.
Julie and Jim are passionate about helping their clients grow and protect their assets. They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future. They took the time to really get to know us as people rather than just the numbers on a page. They love what they do and it shows.
So we have had the opportunity to talk to Julie about helping our team with putting together a proposal from group package for our employees. I have to say I am impressed with the way Julie has communicated our options and has pointed us in the direction that will work best for us. Simple information presented in a common sense manner. Now to get things approved from our end.
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Dunbrook Associates stands out as a distinguished firm specializing in financial planning, aiding individuals, families, and enterprises in effectively overseeing their wealth. Notably, Chris Arthur clinched the accolade for the finest financial advisor in Barrie in 2022 through a community-driven voting process, and his candidacy continues into 2023. Their commitment lies in delivering all-encompassing planning solutions to families, facilitating the achievement of their financial aspirations. Irrespective of whether you find yourself at the early stages of your professional journey or making preparations for retirement, their services are geared towards safeguarding your financial stability. Their fee structure sets them apart, which typically undercuts major banks and prominent financial institutions by around 30%. Additionally, Dunbrook Associates is an advocate for ethical and Environmental, Social, and Governance (ESG) investing, further showcasing their dedication to responsible financial practices.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Certified Financial Planners.
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Sat: 10am - 7pm
Sun: Closed
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DUNBROOK ASSOCIATES REVIEWS
My husband and I have had Patrick as our Financial Advisor for many years now and have always appreciated his attention to detail and professionalism. He has always been great to work with and has been on top of financial issues, no matter what the situation and markets are. Having Chris come on board is an added bonus and we feel very confident that our financial health and future is in good and capable hands under the management of Dunbrook and Associates.
Dunbrook Associates provides unparalleled service and advice for their clients. Chris is receptive to the concerns and needs of his clients and is always available for a call. I would recommend Dunbrook Associates to anyone who wants their finances to be in safe hands. In this economy, its essential! Truly the best service.
Dunbrook Associates have managed my affairs for more than 18 years. There is only one reason a client will stay with a company that long and it is because how they operate professionally and keep their clients current on a monthly basis. I have total and complete trust in Dunbrook Associates or I would not have stayed with them as long as I have. Because of Dunbrook Associates I can sleep at nights. Pat and Chris are a great team.
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