Sunil Chugh is a Certified Financial Planner CFP® helping businesses, families and individuals with financial services. His service offerings includes Financial Planning, Insurance Solutions, Estate Planning, and Tax Planning and Preparation.

Fee Only Certified Financial planner based in Ottawa.

Eugen Spivak is a multi-award-winning author, and an expert strategic advisor. He helps clients to achieve strategic transformations and increase profitability.

Paré Assurances et cabinet de services financiers a célébré en 2015, son 60e anniversaire. En effet, depuis 1955, l’entreprise guide ses clients vers des choix éclairés en matière d’assurances de dommage et de services financiers.

A software that stores a client's most important information and enhances financial and estate planning opportunities for the advisor.

The Dixon Davis Group is a team of advanced fee-for-service financial planners. Dixon Davis only focuses on giving advice and strategies and does not manage your investments or sell insurance products. Instead, our advisors work on an hourly model so that you get the unbiased advice you deserve and can finally reduce uncertainty and make better financial decisions. Dixon Davis is equipped to deal with complex situations such as multi-corporate structures and trusts if needed.

Team Wei is a leading financial solutions provider dedicated to helping individuals and businesses achieve success. With a team of experienced professionals, Team Wei offers a wide range of services including financial planning, investment management, and tax consulting. Their commitment to delivering personalized solutions tailored to each client's unique needs sets them apart in the industry. By staying ahead of market trends and regulations, Team Wei ensures that their clients are well-equipped to make informed financial decisions. With a focus on integrity, innovation, and excellence, Team Wei is the partner you can trust to help you achieve your financial goals.

Our mission is to serve our clients in a professional and objective manner, and with the highest standards of courtesy, integrity and knowledge. Compliance with privacy legislation is of utmost importance. In today's increasingly complex world of investment and insurance products and with income tax legislation constantly changing, Invesmar develops innovative, custom-made financial and investment solutions to suit the needs and risk tolerances of its clients.

Tax planning refers to the analysis and strategic management of an individual or organization's financial situation to minimize tax liability and maximize tax efficiency. It involves making informed decisions about various aspects of taxation, such as timing of income, size of income, timing of purchases, and planning for expenditures.

At Forest Financial Planning, we equip you with a tailored financial plan according to your financial situation, goals and risk tolerance. Our goal is to empower you with the knowledge to implement our actionable recommendations with confidence. Our compensation is as transparent as can be. Our only source of revenue is based on the hours we spend on your financial plan.