Financial Advising near Markham, ON

“I recently had a significant issue with my account and visited several branches seeking assistance, but was met with unhelpful responses. However, when I met Assistant Manager Wazim Subrati, my experience changed drastically. He patiently listened to my concerns and went above and beyond to resolve the issue. His professionalism and dedication to customer service were exceptional, making him stand out as the best individual I've encountered in any bank. I highly commend him for his outstanding service and would recommend him and the bank without hesitation."”

“I've had the pleasure of working with Gerald, a well-known financial planner, for quite some time now. Gerald has referred many excellent clients to my mortgage brokering company, making each interaction smooth and rewarding. His clients are always well-prepared and a joy to work with. Additionally, as an investment client of Gerald's, I can personally attest to his expertise and dedication. I highly recommend Gerald to anyone in need of a knowledgeable and trustworthy financial planner.”