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Reaching out to Sunny is one of the best decision that I’ve made so far. He has been our most trusted source for every major financial decision. After working with him, I realized new areas where I could save $5000+ every year, and was amazed by them.
I recommend Mr. Sunny KocharLire plus
After we met with 2 other financial planners in the area and left quite confused and overwhelmed with information, we were referred to Russell and his team by a family friend.
We were very impressed with their knowledge & level of professionalism, especially their ability to understand our specific financial goals and offer solutions that made sense to us. They simplified our investment and estate planning strategy for a very "complicated" family. Their tax-saving advice regarding our family trust proved to be extremely valuable as well.
They certainly have our ongoing recommendation.
Aaron & Vera, MississaugaLire plus
Gestion de patrimoine ScotiaMDinnove par son approche de travail en équipe qui aborde, une
facette à la fois, toutes les sphères de votre vie : votre famille, votre entreprise, vot...plus...Plus de texte
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