3 Best Financial Services in Mississauga, ON

“Tariq Ba'Aqeel is a highly knowledgeable professional who provides exceptional financial solutions and expert guidance to empower his clients on their path to financial freedom. As a broker, he has established strong relationships with over fifty esteemed wealth management, insurance companies, and lenders, enabling him to tailor his services to meet his client's unique requirements. Tariq Ba'Aqeel offers a distinctive program for Wills & Power of Attorneys, ensuring comprehensive planning for the future. With a focus on securing your child's post-secondary education and enabling a dignified retirement, he diligently works towards these goals. His success stems from his client-centric approach, where solutions are crafted based on individual needs, ensuring his client's best interests are always prioritized. Furthermore, he offers a complimentary financial analysis, providing valuable insights to help clients comprehensively understand their financial situation. Customized Financial Needs Analysis, Online Appointments, and On-Site Services are also available.”

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“Wealth & Estate Financial Canada Inc.'s goal is to create stability and prosperity in the lives of their clients and colleagues, foster an inclusive environment full of opportunities, and serve local communities and beyond. Seema Sharma is the president and a respected professional consultant in Southern Ontario's thriving financial industry. During her tenure, she has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS) designation. The Wealth & Estate Financial Canada Inc. team is a committed, client-focused group that understands that every individual is different and has unique financial goals. With decades of service and experience behind them, they aim to ensure your wealth for generations. With years of experience and knowledge, their team is pledged to provide a service that transcends all your expectations.”

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“MS Wealth & Financial Services Inc. is an independent financial planner founded by Mateusz. Since 2008, he has dedicated himself to honing his skills and expanding his knowledge in investment, insurance, and tax planning, providing clients with tailored strategies for financial success. He believes in the power of building lasting relationships. His client-centric approach means that your financial journey is not just a transaction; it's a collaborative partnership. He works closely with you to understand your vision, concerns, and dreams, ensuring that every solution is tailored to your needs. In a world where one size rarely fits all, he takes pride in delivering bespoke solutions tailored to your unique financial landscape. Whether you are navigating the complexities of investment decisions, seeking robust insurance coverage, or planning for a secure retirement, Mateusz and his team are committed to crafting personalized strategies that align with your goals and aspirations.”

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