Best Financial Services in Markham

My spouse and I have had sound financial advice from Jason Heath on several occasions. Our initial meeting was to determine when we could retire, what our retirement would look like and steps we could take to be tax-efficient. Jason prepared a detailed road-map for us which has been our guide ever since. Most recently, we went to Jason for a “tune-up” to make sure that we were still on track. Jason eased our minds and gave us direction on tidying up our financial portfolio. We find Jason to be kind and thoughtful and his advice pertinent to our situation.

Objective Financial Partners Inc. offers more than just financial advice. My brothers and I have been dealing with Maria on Estate Services for our late mom. Compassion and passion has been displayed from our very first meeting. Maria's knowledge on this very sensitive subject has put my family at ease. She makes sure we understand each step of the way, providing ongoing updates and support during a very lengthy process.

When my husband died I contacted Maria Tanel to help settle his estate. Working with Maria has been a pleasure, she has given me the help and guidance that I need. Maria’s support during this difficult process has been invaluable to me, she is not only knowledgeable in this matter but a very caring person.I highly recommend giving Maria a call.

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I would highly recommend TruFinancial because of its professionalism and meticulous attention to detail. It is 100% Canadian-owned and operated and conforms to Canada's stringent laws on financial services. Most importantly, they pay close attention to my needs and give appropriate advice that satisfies my needs while at the same time respecting my risk tolerance level. I am fully confident that my savings are in good hands when following the advice from TruFinancial.

Mimi from TruFinancial has been my financial advisor for more than a decade now. She is always very thorough, knowledgeable and dependable. She has always provided very good financial advice, helping me save money and grow money over the years. She also provides wonderful tax advice. HIGHLY recommended!

Mini Lee has been an amazing resource. She has supported me through many difficult financial situations. She is honest, knowledgeable most importantly trustworthy. I’ll continue to use her and her services. I highly recommend her services.

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Highly recommend Andreoli Financial Services Inc. Thomas (Tom) Andreoli has been amazing to work with! Tom explains everything very thoroughly so that we can understand. The process of setting up our accounts and everything thereafter has been seamless and easy. Tom is very professional and knowledgeable. We take comfort in knowing we are in great hands!

Our family has been using Andreoli Financial Services for many years for insurance. They have always been responsive, organized, and helpful. I haven't felt pressured into any services, and they explain the plans clearly. I like how I've also been able to also meet virtually when my schedule required it.

Great experience working with Thomas and the Andreoli Financial service. Working with Thomas was exceptional he was very thorough about the company and what they have to offer, and provided plenty of resources and breakdowns to make me understand the whole concept.

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