CI Assante Wealth Management

Global Maxfin Investments Inc., based in Richmond Hill, ON, is one of Canada's largest Independent Mutual Dealers, specializing in a comprehensive range of financial products and services designed to meet the diverse needs of individuals and families. The firm empowers its independent financial advisors with access to a broad spectrum of options, enabling them to deliver personalized strategies for wealth management, tax and estate planning, and much more. Committed to achieving client goals, Global Maxfin Investments Inc. emphasizes a tailored approach to financial success through services such as retirement planning, mortgage alignment, and children's education funding. Their mission focuses on building strong foundations for financial advisors, fostering an environment that nurtures independent expertise and strategic planning. Generated from the website

Sun Life Financial is a leading financial services company based in Markham, ON. Specializing in insurance, wealth management, and retirement planning, the company offers a range of products and services to help clients achieve their financial goals. Generated from their business information

Polson Bourbonniere Financial, based in Markham, Ontario, specializes in providing personalized investment solutions aimed at creating a worry-free retirement experience for its clients. With over twenty years of experience in financial services, the firm emphasizes retirement income planning and a client-centric approach, ensuring peace of mind for individuals and families alike. The company offers a comprehensive range of services including financial planning, tax planning, investment management, estate planning, and risk management. By fostering clear communication and tailored strategies, Polson Bourbonniere Financial helps clients navigate the complexities of wealth management while keeping their long-term goals at the forefront. Generated from the website