Capesky Insurance-Wealth Management

Capesky Insurance & Wealth, located in Oshawa, ON, is dedicated to creating a legacy of caring and trusted financial advisors who meet clients where they are. Led by Principal Wm. Brian Callery, the team comprises experienced professionals specializing in financial advice, life insurance, and legacy planning. The firm prides itself on its strategic partnerships and a diverse team that includes Chartered Life Underwriters, a Certified Financial Planner, and recent graduates, fostering a supportive environment for both clients and advisors. Capesky is committed to protecting clients' financial futures and providing comprehensive support through a network of professionals. Generated from the website

Foundation Financial Service is a financial services company based in Oshawa, ON, specializing in providing a range of financial solutions to individuals and businesses. With a focus on personalized service and tailored financial strategies, Foundation Financial Service aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

TD Bank Private Banking - Geraint Court, located in Oshawa, ON, offers wealth and investment management solutions to a select group of clients. Their team of specialists focuses on understanding the unique needs of high-net-worth and ultra-high-net-worth Canadian individuals and families. Their approach involves personalizing wealth strategies by taking the time to truly get to know each client and their vision for the future. By providing tailored credit strategies, premium banking solutions, and cross-border banking services, they aim to help clients worry less and achieve more in managing their finances. TD Bank Private Banking also emphasizes the importance of building net worth, implementing tax-efficient strategies, protecting valuable assets, and preparing for a lasting legacy. Their goal is to simplify clients' financial lives so they can focus on what matters most to them, offering thoughtful insights and solutions that consider various aspects such as tax implications and family dynamics. Generated from the website content