CI Assante Wealth Management

Bridgewater Insurance & Wealth, located in Toronto, Ontario, specializes in providing wealth management services to established families. They assist in managing various aspects of wealth planning, protection, and sustainability, tailored to reflect the family's unique ideals and integrated goals. With a focus on meaningful planning and effective implementation, Bridgewater helps families articulate and document clear intentions for their wealth. They offer strategies and structures that align with the family's vision, ensuring a personalized approach that truly reflects the client. In addition to wealth management, Bridgewater also offers corporate services and business insurance solutions to support firms in growing and protecting their businesses. Their expertise includes tax-effective group benefits, executive programs, and pension plans, all aimed at helping businesses thrive and succeed. Generated from the website content

Objective Financial Partners Inc., based in Toronto, ON, has been providing unbiased, fee-only financial planning, tax, and estate planning advice to clients worldwide since 2012. The firm specializes in a range of services including retirement planning, investment planning, and financial consulting, catering to individuals, families, and business owners. Led by a team of experienced Certified Financial Planners, Objective Financial Partners focuses on delivering personalized financial strategies without selling any products. Their advisors have extensive backgrounds in finance, with particular expertise in complex planning issues, ensuring clients receive tailored advice that meets their unique needs. Generated from the website

Objective Financial Partners Inc is a fee-only financial planning firm based in Toronto, Canada. Established in 2012, their team offers unbiased and objective financial, tax, and estate planning advice to clients worldwide. The firm prides itself on not selling any products, ensuring that clients receive solely advice-based services. With a diverse team of experienced professionals like Jason Heath, Nancy Grouni, and Brenda Hiscock, the firm caters to clients with various financial needs, from retirement planning to investment strategy and tax planning. Each advisor brings a unique expertise, such as Canadian expat planning, financial consulting, and comprehensive financial planning for business owners. Clientele range from those with a net worth of zero to several million dollars, residing primarily in Canada. Services offered include fee-only financial planning, accounting and tax planning, insurance needs assessment, and estate planning. The firm's FAQ section addresses common questions about financial planning, fees, and services offered. Generated from the website content