3 Best Financial Services in Richmond Hill

“De Thomas Wealth Management has been in business for over 35 years and manages over $2.45 billion in assets. They give their advisors the tools to offer investors the highest quality guidance and advice. That means everything they do revolves around fostering independence and helping their advisors deliver the best financial products, services, and counsel to their clients. Whether you are investing for retirement, looking to grow your net worth, or saving for your child's education, they believe your best chance of success is working with an independent financial advisor at De Thomas Wealth Management. By working with them, you will gain peace of mind, knowing that the advice and recommendations they provide are tailored specifically to your needs and always in your best interest. The advice from their independent advisors is not restricted by any corporate mandate limiting what investment products or services can be offered to their clients. They serve nine offices across Canada.”

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“Affinity Capital Management Inc. is an independent financial planner whose team strives to help individuals, families, and small businesses meet their financial goals. Anup Ruparelia is a certified planner at the firm. He is a finance professional with over 20 years of successful entrepreneurial experience. He provides advice and due diligence for individual and corporate clients to increase profitability and ensure financial integrity. Affinity Capital Management Inc. provides professional financial advisory services, bringing a socially responsible perspective to retirement, insurance, tax planning and preparation, estates and wills, and investing. They believe every individual has a unique relationship with their finances. Understanding a client's history, current lifestyle, belief system, future goals, and desires is crucial in preparing an effective financial plan.”

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“Shahram Fakhimi has been a financial advisor at Edward Jones, specializing in working with business owners to help them keep their finances organized and achieve their financial goals. With over 15 years of experience as a senior wealth manager with international pension management companies, he has extensive knowledge in creating financial strategies to help his clients bulletproof their financial futures. In his role at Edward Jones, he also works with families to plan for retirement and assists corporations in building their businesses. He is passionate about helping people protect their hard-earned investments through proper estate planning considerations, and he believes in taking a multi-generational approach to ensure effective succession planning. Shahram Fakhimi understands that life is constantly changing, so he prioritizes reviewing his client's financial goals and helping them stay on track.”

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