3 Best Financial Services in Richmond Hill, ON

"Flip My Life Inc. provides customized financial strategies to help you unlock your wealth, protect what matters most, and build a legacy of lasting financial growth. They also assist clients in navigating the financial difficulties of a divorce/separation and successfully transitioning into their new life. Sarah Balram is the Founder & CEO of Flip My Life Inc. She is a Certified Financial Planner (CFP), Chartered Financial Divorce Specialist (CFDS), Certified Divorce Financial Analyst (CDFA), and Certified Health Specialist (CHS). She enables her clients to feel confident and secure through every life transition by simplifying complex concepts into actionable strategies. The firm has a 98% client satisfaction rate. They offer a free consultation.

"De Thomas Wealth Management has been in business for over 37 years and manages over $2.65 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 9 offices across Canada. They provide holistic wealth management services and work with clients to build a solid foundation to help achieve their financial goals.

"Elite Private Wealth provides insightful and results-driven financial management plans to Canadians looking to grow their wealth. The firm is committed to providing strong financial management to its valued clients. Rishi Sholanki is a Certified Financial Planner. The team combines a mix of investment and insurance strategies, and they provide a complete and sophisticated financial portfolio for their clients. They offer fee-based asset management, you can benefit from enhanced transparency and lower investment fees by negotiating the fees you pay for advice. Elite Private Wealth offers a free financial checkup.