3 Best Financial Services in Newmarket, ON

Trevor is an absolutely amazing advisor to work with. We recently worked with him to acquire some insurances and will be definitely continuing this relationship over the years to come! Trevor was so knowledgeable and relatable and really worked to provide the information in a digest-able and understandable way... especially since this area was very new to us. A huge benefit to working with Trevor was how flexible and accommodating he was. With both of us working, we had to have our appointments in the evening and on weekends which worked great for us. He went out of his way to work around our schedules which is so appreciated. Would highly recommend working with him! Thanks for everything Trevor.

Working with Trevor has been one of the best financial decisions I've made. I've seen my investments grow over the year we have been working together, not to mention he's a great guy and very personable as well as being incredibly knowledgable and passionate about what he does. He offers a lot of services but never give you the "pushy salesman" pitch. His communication is top notch and I always feel like I know exactly what is going on both with my money, and with the economy through his newsletters. I would highly recommend TK Dale Wealth for anyone looking for an incredible financial advisor to work with.

Trevor @ TK Dale Wealth Inc. is a round professional, his expertise in managing investments along the years of collaboration brought us excellent, quasi-steady source of income. We are very pleased with his services and beyond that with him being such kind and courteous person. We strongly recommend his services to anyone who wishes to invest and get peace of mind along with a good return.

I have great experience and pleasure working with Dawson as my financial advisor. Even though that the past year has been filled with a lot of challenges. I have been very impressed with the professionalism of Dawson, he is always very helpful and willing to explore options that best suit my interests and preferences. Dawson also very responsive and courteous. I would happily recommend him to anyone in need of financial assistance.

I've worked with CWP for a few years now to manage my personal and work investment portfolio and we are now working on a joint retirement plan with my partner. So nice to see my numbers working for me as I work toward retirement. Chris and his team make it so easy and I'm very thankful to have them looking out for me. Thank you.

We started with CWP Financial Services when an early retirement window opened at my employer. We had to decide whether to accept this offer. Chris took his time to obtain our personal financial information and goals and came back to us with his analysis. He clearly explained various scenarios and options for us, and has worked continuously with us over the last three years. He is very qualified / knowledgeable, we trust his input, and we have developed a strong working relationship with his team. We are very satisfied with his services to date and plan to work with his team for years to come.