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Mosaic Financial is a reputable financial services firm based in Burlington, ON, specializing in providing comprehensive financial planning and investment management solutions to individuals and businesses. With a team of experienced professionals, they offer personalized strategies to help clients achieve their financial goals. Committed to transparency and integrity, Mosaic Financial prides itself on delivering tailored financial advice and solutions that align with each client's unique needs and objectives. Whether it's retirement planning, wealth management, or estate planning, they strive to empower clients with the knowledge and tools to make informed financial decisions. Generated from their business information

Investment Planning Counsel (IPC) is a financial advisory firm based in Burlington, Ontario, dedicated to providing personalized wealth management solutions tailored to individual client needs. With a focus on human-centered advice, IPC emphasizes the importance of building engaged relationships and adapting financial plans to meet clients' evolving goals and circumstances. Offering a range of services from retirement income planning to wealth transfer strategies, IPC aims to make financial conversations less daunting and more accessible. Their advisors work closely with clients to ensure effective communication and ongoing support, fostering trust and confidence in their financial futures. Generated from the website

BDFP & Associates, located in Burlington, ON, is a well-established firm offering a comprehensive range of financial services to both corporate and personal clients. Led by a team of experienced professionals, the firm specializes in management consulting, tax planning, financing, annual financial statements, tax returns, and estate planning. The team at BDFP & Associates is committed to providing tailored solutions to meet the unique needs of each client. With a focus on assisting owner-manager entrepreneurs, the firm offers expertise in diverse industries such as manufacturing, scrap steel, construction, rentals, consulting, professionals, and not-for-profits. Whether you are starting a new small business or seeking assistance for a larger established organization, BDFP & Associates is dedicated to helping clients achieve their financial goals. The firm prides itself on its personalized approach and commitment to delivering exceptional service to clients of all sizes. Generated from the website content