Financial Planners in Scarborough

“Amber is highly competent and genuine in her care for her clients. She makes a point of being available and willing to help with any questions or concerns and presents options to improve your life situation. Highly recommended!“

“Kevin is extremely knowledgeable and very helpful. He takes the time to explain any investment questions thoroughly.I highly recommend him!“

“Jason and Calvin were very patient, knowledgeable, and professional taking me through the Medicare enrollment process.“

“Michael has been very professional in all our meetings and has given me very good advice over the years. He's very good at responding to my inquiries and processing any transactions I request promptly. I highly recommend him!“

“John and his team are the best. They make suggestions but never make us feel like we have no say. The team works with us and are very considerate of our many questions and concerns. They are always available. They are very knowledgeable and on top of things. If not for John, we would not have even thought of retiring at 57 and 60....but we did! John and his team have no control over the stock market but do whatever they can to best protect our money.“

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