Sovereign Wealth Management Inc

Wickham Investment Counsel Inc., founded in 1999, offers independent investment management services to individuals, institutions, and organizations, backed by a team of seasoned portfolio managers. The firm operates under the fiduciary standard, prioritizing client interests and aiming to deliver customized portfolio plans aligned with each client's financial objectives and risk tolerances. Utilizing a modified value approach and independent research, Wickham Investment Counsel strives to capitalize on market inefficiencies to achieve superior risk-adjusted returns. The firm's transparent, fee-based structure and commitment to disciplined portfolio management ensure clients receive personalized service and comprehensive reporting on their investments. Generated from the website

TD Wealth in Burlington, ON is a financial institution that provides a range of wealth management services to individuals and businesses. With a focus on investment planning, retirement savings, and estate planning, TD Wealth aims to help clients achieve their financial goals through personalized strategies and expert advice. Generated from their business information

Alex Kowanda-TD Financial Planner, led by Fariba Mohammadzada in Burlington, ON, is dedicated to helping clients craft personalized financial plans that align with their current circumstances and future aspirations. Fariba collaborates closely with individuals, whether they are preparing for retirement or venturing into entrepreneurship, to offer tailored investment solutions and tax-efficient strategies. Specializing in building net worth, implementing tax-efficient strategies, protecting assets, and planning legacies, Fariba goes beyond offering investment advice. She leverages the expertise of TD specialists to address a wide range of financial goals, ensuring her clients feel confident about their financial futures. With a focus on understanding clients' objectives and motivations, Fariba is committed to guiding them every step of the way. Generated from the website content