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TD Waterhouse Private Investment Advice, located in Toronto, ON, offers financial planning services led by Roman Mazlov, a dedicated Financial Planner in North York. Mazlov, a CFA and CFP®, specializes in crafting fully integrated financial plans tailored to individual goals and circumstances. He places a strong emphasis on understanding clients' objectives and motivations, ensuring a balance between current financial situations and future aspirations. With a focus on four key areas, Mazlov helps clients build net worth by identifying investment solutions that suit their evolving needs. He implements tax-efficient strategies to minimize tax exposure and protect income when needed. Additionally, he collaborates with TD specialists to safeguard clients' assets and assists in creating plans for effective wealth transfer, emphasizing the importance of leaving a lasting legacy. TD Wealth Financial Planning takes a personalized approach, focusing on clients' unique goals to develop comprehensive financial plans. By staying informed and adapting strategies to changes over time, Mazlov and his team aim to build long-lasting relationships with clients, guiding them towards financial security and peace of mind for the future. Generated from the website content

BMO Nesbitt Burns is a financial services firm based in Toronto, ON, specializing in investment and wealth management services for individuals and businesses. With a focus on personalized financial planning and strategic investment advice, the firm aims to help clients achieve their long-term financial goals through a range of tailored solutions. Generated from their business information

BMO Financial Group, located in Toronto, ON, provides a wide range of financial services, including personal and business banking, wealth management, investment options, insurance, and lending solutions. With a focus on customer satisfaction, BMO offers various banking products such as chequing and savings accounts, credit cards, mortgages, loans, lines of credit, and investment opportunities, catering to diverse financial needs. Additionally, BMO emphasizes safety and security for its clients, offering travel services, insurance options, and resources to help customers protect their finances, along with digital banking tools for convenient and secure transactions. Generated from the website content