Financial Planning in Markham, ON

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Accountant/Financial Planner

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We sell no products - just objective financial planning, tax planning & preparation, estate planning

Family. Lifestyle. Legacy. Helping people feel okay when it matters most.

David joined Lazar Wealth Succession Strategies in 2025. For your Common "Cents" Financial Planning help

Financial Planning

Boland & Apollinaro Financial Group We are committed to working along with you as you take the journey to financial fitness. By your side helping you make smart choices so you can feel comfortable and secure every step of the way.

Helping Canadian business owners and high-net-worth families build, protect, and transfer wealth through tax-efficient investing, retirement, and estate planning.

Our mission is to help people manage the risks of everyday life, recover from the unexpected and rea

With more than seven decades of combined experience, our disciplined approach allows us to provide customized financial solutions to help grow and protect your wealth through varying market conditions and life changes.

SMART INVESTING: We bring unique wealth management solutions to help our clients capitalize on curre

Whether your financial goals include buying a home, paying for a child’s education, building a successful business or retiring comfortably, I can help you get there. Contact me today so I can help you achieve your goals and dreams at all stages of life

Helping individuals with their financial security planning Independent broker for employee benefits and pensions.

Your source of information, education, consulting and advice on financial planning, investments and

Helping Busy Professionals Maximize Investment, Minimize Taxation, & Protect their Wealth

Nicholas Hui, principal at VAVE Financial Planning is a Fee-for-Service Financial Planner and Money Coach

It’s never too late or too early to start to plan! I’m an advocate for financial literacy and well-being for all Canadians. I offer fee-for-service Financial Planning at Objective Financial Partners. I don’t sell any products, just advice!

In-person at the office or remotely from the comfort of your own home, meeting with your financial p

Experienced 38 year veteran Financial Planner. Insurance & investment solutions for all generations

As a financial planner, I enjoy hearing about what matters most to you, and helping you get there.

I am an insurance advisor with 35 years of experience, operating in Ontario, Canada. Message your q

Zenith Private Wealth Counsel is an innovative wealth management team working with iA Private Wealth Inc. We offer a full suite of customized wealth planning services.

Argosy Securities Inc. is an outstanding team of financial planning experts. We are dedicated to a tradition of creating and improving financial freedom

Rick Machtinger MBA BBA CFP Desjardins Financial Security Independent Network 303-3000 Steeles Avenue East Markham, Ontario L3R 4T9 📩 [email protected]