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President
Michael Vumbaca, CGA, CFP, PFP |
3581A Dundas Street West
Toronto,
ON
M6S 2S8 |
Bus: (416) 233-9282 ext 22
Dir: (416) 769-2890
Fax: (416) 233-6167 |
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"Competing financial goals, changing life circumstances, and market fluctuations can make the process of developing a financial future intimidating. For over 20 years provided investment Managment, Financial Advising, Taxation and Accountancy services to private clients. It is my goal to help you and families achieve peace of mind to build wealth and accomplish financial security."
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Chief Executive Officer
Glen Yuill, BA, INSURANCE BROKER |
1494 Islington Avenue
Etobicoke,
ON
M9A 3L5 |
Bus: (416) 233-6876
Cell: (416) 882-6876
Fax: (416) 233-0856 |
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"It is my goal to provide you with complete independent financial planning services and products to help you achieve your financial objectives with peace of mind. I will give you the best possible advice based on thorough knowledge of your tax situation, financial goals and requirements."
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| Stephen E. Cooper BA, LLB, CFP |
29 Keswick Road
North York,
ON M3K 2A9 |
Home: (416) 256-7487
Mobile: (416) 985-3863 |
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"In an investing climate that continues to grow increasingly complex, I aim to provide straightforward advice on how to maximize investments while minimizing risk. My background includes fifteen years as a lawyer advising clients on a wide range of financial matters."
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| Sam Durante B.COM, CGA |
65 Babak Boulevard
Woodbridge,
ON
L4L 9A5 |
Phone: (905) 856-0524
Fax: (905) 856-0524 |
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"It is my goal to provide you with the utmost service and at the same time guide you in achieving the desired accumulation of wealth to allow you to meet your financial needs. I have spent twenty five years in the accounting, tax and investing profession by serving businesses and individuals meet their desired goals."
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| Ivan J Wismayer CFP, CLU, CHFC |
2115 Novis Way
Burlington,
ON
L7L 6M7 |
Phone: (905) 331-2280
Fax: (905) 331-2165 |
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"I assist in designing and implementing a plan that realizes ones goals. I realize a financial plan require choices and these choices must be clear,concise and knowledgeable. With this in mind, I spend time with my clients educating them on the various aspects of financial planning such as taxation, global economics, present values, future values and concerns."
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| Ian Armel B.A. , CFP |
Armel & Associates Inc.
30 Via Renzo Drive
Suite 200
Richmond Hill, ON
L4S 0B8
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| Phone: (416) 630-3474 |
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"To accomplish financial security requires sensible, individualized and service oriented financial planning. Whether it's helping to accumulate and preserve capital or maximize income, I will thoroughly analyze your situation to give you the best recommendation possible. My background includes nearly twenty years in the mutual funds industry and ten years in both tax planning and estates."
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| Edward R Hill
CFP. Mutual Funds and life insurance broker |
2284 Parkglen Avenue
Oakville,
ON
L6M 4R3 |
Phone: (905) 829-5514
Fax: (905) 257-5732 |
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"Financial planning is an essential step toward achieving financial goals, because it requires identifying and prioritizing goals, taking stock of personal resources, examining views about risk and return, and taking action. Good financial plans are like clear roadmaps that help you reach your destination more quickly and easily. Incorporating a variety of investment and insurance products, I assist families and business owners with their lifestyle protection needs and long term goals for the prudent accumulation of wealth."
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