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CAL Financial Services
5.0

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
5.0

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
5.0

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:
5230 S Service Rd, Burlington, ON, Canada, Suite 101, Burlington, Ontario, Canada L7L6L3
Phone: 289-233-0350
Website:
Email: jdejean@wealthbuilding.ca
BD Contact:
BD Special:

Please inquire and mention you are a Burlington Dad!

Warnica Insurance
5.0

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!

The Tatum Group
3.7

The Tatum Group (TTG) offers clients portfolio exposure to real estate without a traditional real estate transaction. TTG balances:

BRRRR (buy, rehab, rent, refinance, repeat)
BZRS (buy, zone to multifamily, rehab, sell)
Flips (buy, rehab, sell)
Long term development
CONSTRUCTION | REAL ESTATE | DEVELOPMENT The Tatum Group (TTG) offers clients portfolio exposure to real estate without a traditional real estate transaction. TTG balances: [...]
Address:
Burlington, Ontario, Canada
Email: info@thetatumgroup.com
BD Contact:
BD Special:

All Burlington Dads are welcome to reach out and talk. We never charge for ideas, opinions and guidance.

Brian Laundry – Insurance & Planning Expert
3.6

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.

Insurance
0.0

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
0.0

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, [...]
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 McDonald – Sun Life Financial
0.0

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:
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