Frank Palmeri - TD Financial Planner

Desjardins Financial Security, based in Toronto, ON, offers a comprehensive range of financial products and services for both individuals and businesses. Established in 1900, the company focuses on supporting its members and clients in achieving financial autonomy through various solutions including insurance, investment, and retirement planning. Committed to community well-being, Desjardins operates as a cooperative dedicated to meeting the diverse needs of its clientele. Their offerings encompass credit cards, mortgages, loans, savings, and wealth management, all designed to help clients realize their financial goals effectively. Generated from the website

Investment Planning Counsel offers personalized financial advice to help clients navigate various aspects of their financial journey. Whether it's retirement income, wealth transfer, or estate planning, the team at Investment Planning Counsel is dedicated to providing human-centered advice tailored to each individual's unique needs and preferences. The company prides itself on fostering engaged relationships with their clients by offering flexibility in meeting preferences. Whether it's through one-on-one online sessions, in-person meetings, or group video calls, clients have the freedom to choose the mode of communication that works best for them. This personalized approach extends to the level of service provided, ensuring that clients receive advice that is effective and aligned with their financial goals. Generated from the website content

FMD Financial Group, founded in 2003 and based in Toronto, Canada, offers a comprehensive range of financial services including accounting, bookkeeping, payroll, tax preparation, and business consulting. With a dedicated team of professionals, the firm aims to deliver high-quality solutions tailored to the needs of small to medium-sized businesses. Specializing in incorporation services, corporate income tax, and individual tax preparation, FMD Financial Group is committed to enhancing decision-making and operational efficiency for its clients. Their expertise in business consulting also helps clients navigate complexities such as diversification, acquisitions, and corporate restructuring. Generated from the website