Caring for Clients was founded in 2000 to provide Canadians with objective, holistic financial and lifestyle management advice free of product pitches. 16 years later, our talented team supports the needs of over 250 families.
Our clients share some common aims whether considered wealthy or in the wealth building phase of life.
• They want to be empowered - to set personal financial goals and have a plan to achieve them.
• They all want a trusted advisor to give them unbiased, professional advice, and to monitor and follow up as circumstances change. That’s what we do.
The optimal time to reach out to us is during times of change, like:
• heading into retirement
• selling a business
• experiencing career change
• getting married
• getting divorced
• loss of a spouse or parent
• supporting aging parents
• receiving a windfall
• being diagnosed with an illness
Sometimes clients just want to know how their investments are doing and if they are on the right track. We can help with that too. Whatever your concern, we seek to educate, and support you in your next steps.
That’s Caring for Clients.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 69 Yonge Street, 2nd Floor, Toronto,ontario M5e 1k3,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- caringforclients.com
- Keywords
- Comprehensive Financial Planning, Retirement Planning, Estate Planning, Investment Management.
- HQ
- Toronto, Ontario
Caring For Clients Questions
Caring For Clients's website is caringforclients.com
Caring For Clients's LinkedIn profile is https://ca.linkedin.com/company/caring-for-clients
Caring For Clients has
12 employees.
View email and phone details for 12
employees at Caring For Clients.
Caring For Clients's industry is
Financial Services
Caring For Clients's top competitors are
Viviplan,
Lindt & Sprüngli (Canada), Inc,
First American,
Ao Globe Life,
Keybase Financial Group,
Optimize Financial Group,
Queensbury Securities Inc, Queensbury Strategies Inc, Queensbury Insurance Brokers Inc,
Agnico Eagle Mines Limited,
Semperis,
Eventellect.
Caring For Clients's categories are Financial Services
Caring For Clients's founding year is 2000
