Pier 4 Real Estate Investment Trust

Investment Planning Counsel in Aurora, Ontario, offers a range of financial services to assist clients in achieving their financial goals. From planning for future education to reducing taxes and preparing for retirement, their services cater to various life stages and needs. The firm provides tailored solutions for different client profiles, including young singles & families, those nearing retirement, retired individuals with pensions, and business owners & professionals. Their process involves a defined, consistent approach to financial planning, emphasizing long-term relationships and transparent execution of financial plans. Clients of Investment Planning Counsel can expect a value-added offering that is clear and transparent, helping them navigate the complexities of financial planning. The team at Investment Planning Counsel is dedicated to providing valuable insights and expert advice to guide clients on their financial journey. Generated from the website content

Strategic Wealth Protection Partners Inc. (SWPP) is a trusted estate planning firm based in Aurora, Ontario, dedicated to helping families minimize taxes and protect their wealth through comprehensive planning strategies. With over 35 years of experience, SWPP specializes in creating customized Living Estate Plans that ensure clients' legacies are preserved for their loved ones rather than lost to government taxation. SWPP's team of licensed advisors offers a no-risk guarantee, promising that clients will save at least 100 times their investment or the planning fee will be waived. Their services cater to various clients, including business owners, real estate investors, and families with complex estates, all aimed at simplifying wealth transfer and safeguarding assets for future generations. Generated from the website

Bell Financial Inc, located in Aurora, Ontario, specializes in providing comprehensive financial planning and employee benefits services. Founded with a mission to assist clients in creating secure and exciting futures, Bell Financial offers a diverse range of services, including financial planning, investments, insurance, and employee benefits. The team at Bell Financial is dedicated to exceeding client expectations by building strong, long-lasting relationships through personalized care and attention. Whether clients are new to benefits plans or long-term investment relationships, the team works diligently to understand their needs and deliver exceptional support. Clients embarking on their financial journey with Bell Financial receive a complimentary comprehensive financial plan tailored by qualified CFP® professionals. Through this foundation, clients receive personalized investment and insurance recommendations that align with their individual goals and aspirations. Additionally, Bell Financial provides expert guidance in creating and managing employee benefit and group retirement plans to ensure employee security and satisfaction. Generated from the website content