Financial Consultants near Oakville

“I highly recommend Sheena! We recently worked with her on obtaining new life insurance policies and she made everything so easy and simple for us. She is clearly highly knowledgeable in her field and make recommendations that genuinely make sense for you personally. Very professional as well as down to earth and easy to relate to.“

“Brent went above and beyond to secure financing for our business needs. From start to finish, he was friendly, knowledgeable, and incredibly helpful. He took the time to explain every step of the process, answered all our questions, and made everything feel smooth and stress-free. His dedication and professionalism truly exceeded our expectations.

We’re very grateful for all his hard work and would highly recommend Brent to anyone looking for outstanding service and support.“

“We have been clients of Richard Infantino for many years and are pleased with the results. The returns in our RRIFs, Margin Account and TFSAs have been in line with expectations, based on our comfort level and time horizon. Richard and his team keep in touch on a regular basis by email and telephone, and advise when portfolio changes are recommended due to changing market conditions. Record-keeping and statements are excellent, to the point where we can file our income tax returns on our own.“