3 Best Financial Services in Markham

“Objective Financial Partners Inc.'s clients have net worths ranging from zero to several million dollars, and their income varies accordingly. Jason Heath is the firm's managing director. He has been providing fee-only, advice-only financial planning since 2002 and is one of Canada's best-known fee-only financial planners. Objective Financial Partners Inc. specializes in retirement planning, investment strategy, tax planning, and estate planning. Most of their clients reside in Canada. Those outside Southern Ontario can work remotely via secure web conferences, email, and telephone. Their clients are Canadians seeking unbiased, objective, and comprehensive financial, tax, and estate planning advice without investment or insurance products mixed in. Objective Financial Partners Inc. is located in Markham, north of Toronto, and has served clients across Canada and worldwide for many years through video conferences.”

Read more

“Andreoli Financial Services Inc's team possesses specialized knowledge to recommend solutions tailored to the complex and unique needs of affluent individuals, families, businesses, and foundations. Frank W. Andreoli serves as the president and financial security advisor of the firm. They are committed to delivering the highest quality financial services to their clients. At Andreoli Financial Services Inc., they understand that every financial situation is unique. That's why they take a personalized approach, ensuring their solutions are carefully crafted to align with your needs and goals. As a family-owned business, they prioritize building strong, long-lasting relationships with their clients based on trust and integrity.”

Read more

“Wyse Financial Solutions Inc. takes the time to help you understand the various vehicles you can use to secure and grow your investments. Sarah Wyse is the firm's principal and financial planner. The more you know about financial planning, the more likely you are to reach your financial goals, and they're here to help you do that. They embrace investor education because it enables them to build strong relationships with their clients, and they'll work hard to earn your trust. They carefully consider your needs, goals, and dreams to implement a well-constructed financial plan so you can have peace of mind regarding your hard-earned money and financial future.”

Read more