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CAL Financial Services

CAL Financial Services is a boutique Financial Planning and Insurance Brokerage providing financial advice and services to Burlington and surrounding area residents and businesses.
CAL Financial Services is a boutique Financial Planning and Insurance Brokerage providing financial advice and services to Burlington and surrounding area residents and businesses.
Phone: 905-973-7219
Website:
Email: Claudio@CalFinancialServices.ca
BD Contact:
BD Special:

Free questions and consultation for BD's. Whatever you need, we'll get you sorted!

Peter Ziolkowski – Investment and Insurance Broker

We are a full service Brokerage offering:

Insurance: Life, Critical Illness, Disability, Health & Dental, Guaranteed Issue
Building Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow We are a full-service Brokerage offering: Insurance: Life, Critical Illness, Disability, Health [...]
Address:
724 Mullin Way, Burlington, Ontario, Canada L7L 4J7
Phone: 6472846878
Website:
Email: ziolkowski.peter78@gmail.com
BD Contact:
BD Special:

Always willing to review and discuss options at no cost or commitment. Wanting everyone to have the best possible option for protection and investment needs, even if you're just looking for a 2nd opinion.

The Wealthbuilding Group – Harbourfront Wealth Management

Insurance, Investment, and taxes are complex topics, each with large amounts of information available. Send me your questions, and I will do my best to provide you with clear answers.
I can help you: Investing can be complex and confusing. I will sit down with you and find out your needs, wants and future goals. [...]
Address:
5500 North Service Rd, 1003, Burlington, Ontario, Canada L7L 6W6
Phone: 9053334755
Website:
Email: JDEJEAN@WEALTHBUILDING.CA
BD Contact:
BD Special:

Please inquire and mention you are a Burlington Dad!

DMF Private Wealth

Specializing in Comprehensive Financial Planning, Retirement, Investment, and Risk Planning
We believe a unique plan is the best investment you can make. Specializing in Comprehensive Financial Planning, Retirement, Investment, and Risk Planning. I would be honoured [...]
Address:
141 Brunel, Suite 100, Mississauga, Ontario, Canada L0R 1P0
Phone: 905-512-5629
Website:
Email: dan@dmfwealth.ca
BD Contact:
BD Special:

I would be honoured to help any BD in need regarding the following:
Financial Planning
Investment Management
Cash Flow and Debt Management
Estate Planning
Reach out and, we can set up a time to talk.

Escarpment Wealth Management

We have been personalizing wealth management solutions for Canadians and their financial future for over 20 years, serving clients in the Ancaster, Burlington, Oakville, Hamilton & Greater Toronto Regions.
We have been personalizing wealth management solutions for Canadians and their financial future for over 20 years, serving clients in the Ancaster, Burlington, Oakville, [...]
Address:
5063 North Service Road, Suite 200, Burlington, Ontario, Canada L7L 5H6
Phone: (289) 204-0512
Website:
Email: info@escarpmentwealth.ca
BD Contact:
BD Special:

Please inquire and mention you are a Burlington Dad!

Warnica Insurance

Warnica Insurance Brokers is an independent insurance brokerage in Ontario, providing a full range of personal insurance (home & property, life, auto) and commercial insurance.
Warnica Insurance Brokers is an independent insurance brokerage in Ontario, providing a full range of personal insurance (home & property, life, auto) and commercial [...]
Address:
Burlington, Ontario, Canada
Phone: 905-632-5768
Website:
Email: swarnica@warnicainsurance.ca
BD Contact:
BD Special:

Please inquire and mention you are a Burlington Dad!

Brian Laundry – Insurance & Planning Expert

An Industry Leading Insurance and Planning Expert. Specializing in tax and life insurance planning for business owners.
Corporate Tax & Life Insurance for Business Owners
It’s not awards that drive Brian Laundry, though having been recognized as a Manulife Elite Advisor as well as a Hollis Insurance/PPI Top Advisor [...]
Address:
678 Spring Gardens Road, Burlington, ON, Canada
Phone: 905-330-2366
Website:
Email: brian@brianlaundry.ca
BD Contact:
BD Special:

I'll speak to any BD about their insurance, questions about the financial planning/investment industry or corporate tax planning without cost. Do not hesitate to reach out.

CanCap Mortgage Group

Real Estate Investing and Private Lending opportunities as well as mortgages. When it comes to mortgages we assist everyone but specialize in Small Business [...]
Address:
2130 CLEAVER AVENUE, Burlington, Ontario, Canada L7M 3R1
Phone: 19054831472
Email: jody.eagen@cancap.one
BD Contact:
BD Special:

10% fee reduction where appropriate, though most of my services are free to you

Insurance

We office all types of insurance. Home insurance, auto insurance, motorcycle insurance, condo insurance, tenants insurance. Also financial services such as life insurance, critical [...]
Address:
Hamilton, ON, Canada, 3-726 Upper Gage ave L8V4K1
Phone: 9055747595
Email: anthony@anthonybrennan.ca
BD Contact:
BD Special:

Free quotes/ advice! If you have a general insurance question please reach out.

Wealthable.ca – Accounting/Bookkeeping/CFO Advisory, Mergers & Acquisitions, Commercial Funding/Financing, Financial Products/Services

At Wealthable.ca we provide unique and broad solutions for businesses and their owners. Our services include: Outsourced Accounting/Bookkeeping/Fractional CFO Advisory Business Mergers & Acquisitions advisory, financing and [...]
Address:
4215 Amaletta Crescent, Burlington, ON, Canada, Burlington, Ontario, Canada L7M5C4
Phone: 905-616-4049
Email: dino.caruso@wealthable.ca
BD Contact:
BD Special:

Free initial confidential consultation

Mark Wilson – SR Regional Account Manager – Core Capital Group Inc

Having trouble with your current commercial lending sources? We can find the right solution for you! CORE Capital Group brings together specialized teams of experienced, [...]
Address:
3385 Harvester Road, Burlington, ON, Canada, Suite 240, Burlington, Ontario, Canada L7N 3N2
Phone: 6473818015
Website:
Email: mark.wilson@corcap.ca
BD Special:

Please inquire and mention you are a Burlington Dad!

RBC – Commercial Banking

Full comprehensive Commercial Banking services as well as Personal Lending needs. Commercial Loans and Mortgages Operating Lines of Credit Cash Management Solutions Personal Mortgages Feel free to reach out [...]
Address:
3405 Harvester Road, Burlington, ON, Canada, Burlington, Ontario, Canada
Phone: 416-529-5322
Email: aaron.bertrand@rbc.com
BD Contact:
BD Special:

Banking - I'll waive fees for 6 months
Lending - 0.50% off
Mortgages - Break even rates!

Wescan Accountants & Consultants

We provide full cycle Bookkeeping, Accounting and Taxation services to our clients. We serve Individuals, self-employed, partnerships and Corporate clients in all their Accounting and Taxation needs. First consultation is always complimentary.
We provide full cycle Bookkeeping, Accounting and Taxation services to our clients. We serve Individuals, self-employed, partnerships and Corporate clients in all their Accounting [...]
Address:
678 Spring Gardens Road, Burlington, ON, Canada L7T1J3
Phone: 289 890 1234
Website:
Email: bsingh@wescanaccountants.ca
BD Contact:
BD Special:

Please inquire and mention you are a Burlington Dad!

Mark McDonald – Sun Life Financial

I help people and businesses protect what’s most important to them, with sensible solutions in the areas of life/health insurance, wealth management and group benefits. To learn more about how I can help in these areas, feel free to contact me any time.
I help people and businesses protect what’s most important to them, with sensible solutions in the areas of life/health insurance, wealth management and group [...]
Address:
277 Lakeshore Rd. E., Suite 401 L6J 1H9
Phone: 905-617-1930
Email: mark.r.mcdonald@sunlife.com
BD Contact: