Custom Retirement Planning Inc

Freedman Kruss & Associates, based in Markham, Ontario, is a financial services firm offering a range of solutions tailored to individual needs. Their services include portfolio management, investment strategies, financial planning, will & estate planning, tax preparation, loans & mortgages, and insurance solutions. The team at Freedman Kruss & Associates takes a holistic approach to financial planning, ensuring that each client's unique financial goals, values, and lifestyle are considered. They provide transparent wealth management processes that empower clients to actively participate in their financial decisions, from initial consultations to ongoing reviews. With a focus on premier wealth management, Freedman Kruss & Associates goes beyond traditional services to offer a suite of financial solutions that safeguard and enhance wealth across generations. Their personalized financial planning strategies aim to exceed clients' goals and objectives, ensuring a comprehensive approach to financial well-being. Generated from the website content

World Financial Group is a financial services company based in Markham, ON, specializing in providing a range of financial products and services to individuals and families. With a focus on financial planning, insurance, and investment solutions, World Financial Group aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive suite of financial solutions including mutual funds, segregated funds, and various retirement savings products tailored to meet diverse client needs. Their expert advisors provide personalized guidance to help individuals navigate key life events, ensuring financial plans evolve with changing circumstances. With a focus on empowering clients to achieve their financial goals, Investia supports a range of services, from tax-free savings accounts to education savings plans. The company emphasizes the importance of planning for major life milestones, assisting clients in making informed decisions that drive their future success. Generated from the website