WEALTH & ESTATE FINANCIAL CANADA INC.
405-30 Eglinton Avenue West, Mississauga, ON L5R 3E7 Directions
Since 2017
Here’s The Deal:
Wealth & Estate Financial Canada Inc's goal is to build stability and prosperity in their clients and colleagues. Seema Sharma is a highly appreciated professional consultant in Southern Ontario. She has professional designations of (CFP) Certified Financial Planner, (CLU) Chartered Life Underwriter, and (CHS) Certified Health Insurance Specialist. In addition, she hosts workshops and seminars on financial, retirement and investment planning. Their goal is to create stability and prosperity in their clients and colleagues' lives, foster an inclusive environment full of opportunities, and serve local communities and beyond. WEFCI is a dedicated and client-focused group that knows that each individual is different, and therefore, every individual's financial goals are unique.
SPECIALTY:
Financial, Tax, and Estate Planning, Cash Flow and Risk Management, Investment Planning Management, Savings Plan (RRSP), Tax-Free Savings Account (TFSA), Registered Retirement Income Funds (RRIF), Tax-Efficient Strategies, Corporate Strategies & Group Retirement
TBR® Inspection Report:
NWR FINANCIAL GROUP
5685 McLaughlin Road, Suite B, Mississauga, ON L5R 3K5 Directions
Since 2008
Here’s The Deal:
NWR Financial Group has been serving Canadian families and businesses since 2008 to achieve their financial goals. They are a full-service brokerage supported by a team of administration, technical, and underwriting specialists. Their teamwork and follow-through are setting new standards in service excellence in building lifetime relationships with their expanding client base. Their mission is to promote health and prosperity to all clients. They aim to bring security and prosperity to people’s lives. At NWR Financial Group, their benchmark and success are based on the goals they accomplish together for your results.
SPECIALTY:
Estate Planning, Income Protection, Reduction of Taxes, Wealth Creation, Asset Management, Business Planning, Succession Planning & Insurance Planning
TBR® Inspection Report:
ACE FINANCIAL GROUP INC.
5800 Ambler Drive, Suite# 110, Mississauga, ON L4W 4J4 Directions
Here’s The Deal:
Ace Financial Group Inc. is an independent Insurance & Investment Agency. They are a team of highly qualified and experienced Financial Planning professionals specializing in Insurance and Investment. Their plans offer various options that make managing your retirement savings portfolio easy, including segregated funds that protect your investments from market fluctuations. In addition, their affordable policies help meet your financial commitments. Finally, they consider themselves responsible for the efficacy of their services, purpose and results.
SPECIALTY:
Investment Services, Financial Planning, Tax-Free Savings Account, Non-Registered Savings Plan, Registered Education Savings Plan, Estate Planning, Life, Critical Illness and Disability, Travel, Super Visa & Visitors Medical Insurance