TRUFINANCIAL CONSULTANTS
2833 16th Avenue, Markham, ON L3R 0P8 Directions
Since 2003
Here’s The Deal:
TruFinancial Consultant is a financial consulting firm that helps clients budget and wealth creation. They assist the financial planning of small families and start-up companies. Mimi Lee is a managing principal of TruFinancial Consultants who has over 15 years of experience as a financial advisor. She holds portfolios for a broad cross-section of clients, assisting them to get out of debt, keeping them debt-free and planning for their retirement and savings. Mimi understands client needs through her reporting experiences and supports them in their tough times. TruFinancial Consultant is committed to providing clients with practical advice and insight tailored to their industry, unique priorities and ambition. They rely on their extensive, rich knowledge in designing and analyzing customized reports that will provide you tax savings, improved profits and cash savings.
SPECIALTY:
Budgeting, Investment, Portfolio, Cashflow and Credit Management, Registered Education Savings Plan, Mutual Funds, Stock, Insurance, Education, College, Savings & Retirement Planning
TBR® Inspection Report:
ANDREOLI FINANCIAL SERVICES INC
7725 Birchmount Road, Suite 19, Markham, ON L3R 9X3 Directions
Since 1988
Here’s The Deal:
Andreoli Financial Services Inc is a multi-generational and family-owned financial planning firm with comprehensive expertise in the financial services industry. Andreoli is a financial security advisor and president of Andreoli Financial Services Inc. Andreoli Financial Services has the specialized knowledge to suggest solutions suited to match the complex and unique needs of wealthy families, individuals, businesses, and foundations. Their experienced financial advisory team has the strategic insights required to help you reach your financial goals. All their professionals provide personalized service and advice to help you protect and manage your assets. With Andreoli Financial Services Inc., you get access to enhanced wealth management, risk/insurance solutions, and estate planning advice at no extra cost.
SPECIALTY:
Life, Disability, Critical Illness, Travel Health and Dental Insurance, Long Term Care, Tax and Estate Planning, Wealth Management, Registered Accounts, RRSP, TFSA, RDSP.RESP, Non-Registered Accounts, Savings and Retirement Income Strategies, Annuities, Corporate Benefit Plans, Health & Wellness Accounts
TBR® Inspection Report:
WYSE FINANCIAL SOLUTIONS INC.
1 Valleywood Drive, Suite 300, Markham, ON L3R 5L9 Directions
Since 1997
Here’s The Deal:
Wyse Financial Solutions Inc is a financial planning firm that works with business owners and entrepreneurs to create a health benefits package that fits their specific requirements and budgets. Sarah Wyse is a senior financial advisor at Wyse Financial Solutions Inc. The firm thoroughly analyzes your goals, needs, and dreams and provides a well-constructed financial plan so that you can have peace of mind about your financial future. As professional financial advisors, they continually strive to see every client realize all of their financial dreams. They assist their clients in implementing the right strategy to ensure that they reach their goals and objectives. Wyse Financial Solutions Inc takes the time to assist you in understanding the various vehicles you can use to secure and grow your investments.
SPECIALTY:
Financial Strategy, Budgeting, Education Funds, Registered Retirement Savings Plan, Government Benefits, Group Savings, Asset Allocation, Legacy, Pension and Individual Retirement Income Planning, Insurance and Portfolio Analysis, Estate, Tax & Retirement Planning