Field Financial Planning

Robert Smith Financial, located in Markham, Ontario, operates as an intermediary for investment solutions through its affiliation with Raymond James Ltd. The firm provides various financial services, including securities and insurance products, alongside trust services through its affiliate, Solus Trust Company. As a member of both the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund, Robert Smith Financial emphasizes the importance of independent financial advising, particularly regarding tax-related matters. The company strives to maintain high standards of reliability and security in its operations and client offerings. Generated from the website

Sandy Page & Associates, operating under the Assante Wealth Management brand, is dedicated to helping Canadian families, professionals, and business owners grow their assets securely. With over 30 years of experience and a team of 590 wealth management experts, they provide comprehensive wealth management services that include investment strategies, risk management, tax planning, estate planning, and retirement planning. The firm prides itself on its personalized approach, working closely with clients to develop tailored strategies that align with their financial goals. Through a combination of innovative solutions and a commitment to integrity, Sandy Page & Associates aims to ensure their clients achieve long-term financial growth and stability. Generated from the website

Sandy Page and Associates, located in Markham, ON, offers wealth planning and financial advice services through CI Assante Wealth Management. With over 30 years of experience, their team of advisors is dedicated to helping Canadian families create wealth and prosperity. By providing personalized strategies tailored to individual life goals, Sandy Page and Associates simplify the wealth planning process. Their advisors, supported by professional resources like analysts and lawyers, assist in making informed financial decisions for comprehensive wealth management, from retirement to estate planning. Clients can expect a focus on investment services, risk management, tax planning, estate planning, retirement planning, and charitable giving. Through a personalized approach, Sandy Page and Associates aim to ensure financial security and assist clients in achieving their desired financial future. Generated from the website content