Taxacct

Assante Wealth Management in Whitby, Ontario, focuses on growing assets securely while aiming to create wealth and prosperity for Canadian families. Their experienced advisors simplify wealth planning by providing personalized strategies to meet life goals. With 30 years of expertise and access to professional resources, including analysts and lawyers, Assante advisors help clients make informed financial decisions spanning retirement to estate planning. Assante offers a range of services including personalized wealth management strategies, investment services based on individual goals, risk management and insurance plans, tax planning to minimize burdens, estate planning for smooth transitions, retirement planning for sustainable financial security, and incorporating philanthropic goals into wealth planning. Clients commend Assante advisors for their expertise and guidance, highlighting the personalized financial solutions tailored to unique circumstances. Assante is part of CI Financial, a leading Canadian investment company committed to industry-leading investments and comprehensive wealth services since 1965, focusing on responsibility and integrity in all aspects of business. Generated from the website content

Taxacct is a professional accounting firm based in Whitby, ON, specializing in tax preparation and financial advisory services for individuals and businesses. With a team of experienced accountants, Taxacct offers personalized solutions to help clients navigate the complexities of tax laws and optimize their financial strategies. Generated from their business information

Roche Financial Group, located in Whitby, ON, specializes in organizing clients' financial affairs to maximize disposable income by thoroughly analyzing cost of living, debt structures, and insurance premiums. With over 15 years of experience in the equities market, they focus on providing retirement planning solutions that protect clients from market losses while ensuring risks are managed effectively. The firm employs a unique philosophy aimed at shifting financial risks, as depicted in their "Wheel of Life," from clients to large corporations, such as banks and insurance companies. By offering retirement savings programs with no downside, Roche Financial Group enables clients to benefit from equities market gains without exposure to capital loss. Generated from the website