Green Group Private Wealth Management collaborates with affluent investors in search of a dedicated partner for their financial journey. By embracing an enriched team-based methodology, this institution seamlessly combines localized insight with a broader national industry acumen, furnishing you with a heightened level of counsel and a reservoir of resources. They offer a comprehensive array of wealth management solutions. With your unique requirements as their guiding principle, they meticulously craft an approach tailored to steer your wealth and fulfill your aspirations effectively. At the heart of their efforts lies a commitment to strategically strategize both your financial and investment landscapes, cultivating the expansion of your wealth across your lifetime. The team at Green Group is committed to its mission to simplify your entire financial landscape, ushering in tranquillity by alleviating your fiscal anxieties. They skillfully navigate you through pivotal financial junctures and implement tax-efficient strategies across all facets, thus enhancing your financial standing.
UNIQUE FACTS:
• With Over 100 Combined Years of Experience
• On-Site Services
• Online Appointment.
Best Financial Services in Newmarket
Expert recommended Top 3 Financial Services in Newmarket, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
GREEN GROUP - IG PRIVATE WEALTH MANAGEMENT REVIEWS
Lindsay Conway and her team at Green Group specialize in creating comprehensive financial plans for their clients. Before meeting with them, I thought my bank advisor was doing just fine. Turns out there is so much more to financial planning than just investments! They showed me how by implementing financial strategies, I can increase my net-worth and lower my lifetime tax! Highly recommend Lindsay and her team!!!
I've been a client of Chris' for more than 25 years. In that time, he has supported me through the ups and down of my financial journey and provided invaluable financial advice, support and guidance. After a down-size, he assisted with the severance and pension transfers and liaised directly with head office to ensure a smooth process. When several colleagues were also down-sized, I didn't hesitate to recommend Chris to assist with their financial journeys and continue to refer friends who are seeking a trusted advisor. If you're looking for sound financial advice, look no further than the experts at the Green Group.
It is great dealing with Chris and Team Green. They explain different investments very clearly, and even better they listen! They get to understand our investment goals, time frames, and risk tolerances. They provide us with options that suit our needs. I also like the investor events, both social and business!
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TK Dale Wealth Inc. is a renowned financial advisory firm in Newmarket. With a profound grasp of local intricacies, they offer specialized financial strategies spanning a spectrum of domains, encompassing investment portfolios, mortgages, and life insurance. The paramount objective is to furnish you with a holistic financial blueprint that imparts present tranquillity and secures your future. As your steadfast collaborator in financial strategy, TK Dale Wealth diligently acquaints itself with your individuality, lifestyle, and aspirations. This approach is underpinned by a commitment to cultivating substantial connections and surpassing anticipated levels of service quality, thus cementing a reputation that exceeds expectations.
UNIQUE FACTS:
• Retirement Secrets Weekly Webinar Recordings
• Critical Retirement Guide
• On-Site Services
• Online Appointment.
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TK DALE WEALTH INC. REVIEWS
TK Dale Wealth makes it easy to invest, sit back and watch your savings grow. Trevor’s knowledge of the markets and ability to navigate them, especially during these strange times is impressive. He is very approachable, quick to follow up and always willing to discuss whatever is on your mind. We 100% recommend TK Dale Wealth for all your investment needs!
Trevor has been instrumental in our investment success. His knowledge and quick thinking saved us a great deal over the last year with the market fluctuations. We now have a long term plan, and the best part... it was so easy! Thank you.
From financial plans to investments, Trevor proves his passion for wealth management by providing the best options based on current trends. He is professional, yet personable and is considerate in ensuring your needs are met in an upfront and honest manner.
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The Bartley Team is prominent among distinguished financial planning firms within Newmarket. Their distinctive approach involves cultivating profound and intimate connections with you and your family. Delving into the core of your most perplexing inquiries, they craft a tailored plan designed to furnish you with the requisite solutions. Employing a methodical approach rooted in The Personal Wealth Management Strategy, their team meticulously navigates every facet of your financial well-being. This comprehensive system encompasses an evaluation of your present circumstances alongside a deep comprehension of your aspirations and ambitions. Andrea Bartley, an industry veteran with over 17 years of dedicated service in client relations within the financial sector, is a pivotal member of the Bartley Team. Having joined in 2012, Andrea brings with her a wealth of experience and a vision to seamlessly integrate her past achievements into the realm of the Bartley Team's operations.
UNIQUE FACTS:
• 24 Years of Experience
• Personalized Advice
• Engaged Relationships
• On-Site Services
• Online Appointment.
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Sat & Sun: Closed
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THE BARTLEY TEAM - INVESTMENT PLANNING COUNSEL REVIEWS
For 11 Years, Theresa Has Given Me Sound Financial Advice and Managed My Resources with Wisdom. I Am so Thankful for Her and The Peace of Mind Her Skills Bring Me.
Theresa Bartley is a woman of integrity who is looking out for your best interests. Theresa keeps up with the latest in her field. Always a pleasure to work with.
Great Advice with Theresa and Her Team. They Have Built a Solid Plan for Me and My Family.
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