Financial Advising near Richmond Hill, ON

“I've had the pleasure of working with Gerald, a well-known financial planner, for quite some time now. Gerald has referred many excellent clients to my mortgage brokering company, making each interaction smooth and rewarding. His clients are always well-prepared and a joy to work with. Additionally, as an investment client of Gerald's, I can personally attest to his expertise and dedication. I highly recommend Gerald to anyone in need of a knowledgeable and trustworthy financial planner.”

“Today I visited the branch to make an international transfer and had a wonderful experience with Raj Bansi.

I originally went in person because I wasn’t able to successfully complete the international transfer using the bank’s mobile app before. Raj kindly explained that the transfer could actually be done through the app and that it would save a $50 fee. Even though I told him I had tried before and it didn’t work, he was incredibly patient and walked me through the entire process step by step on my phone.

He took his time, explained everything clearly, and made sure I felt comfortable before proceeding. With his help, the transfer went through smoothly, and I also learned how to use the app properly for future transfers. Since international transfers involve a large amount of money, his guidance made me feel very safe and reassured — making a mistake would be very stressful and difficult to fix.

This honestly felt like the best Christmas gift I could receive this year: saving $50 and gaining the confidence to use the app on my own. The money is for my own learning and to support my children, which made this experience even more meaningful to me.

Thank you, Raj, for your exceptional patience, professionalism, and kindness. This was a smooth and positive experience, and it truly felt like a great start.”

“I've been working with Rozvytok for many years now, and I couldn't be happier with the results. I have a complex real estate portfolio, and they structure my estate in the best tax-efficient way that saves me a LOT of money on my deals. They are truly tax specialists and understand complex real estate tax laws in Canada and internationally. If you're looking for a trusted partner, look no further. Thank you for all of your hard work and dedication!”

“Great new office building. Transparent glass walls for offices and adjustable desks makes the office feel modern. Cafeteria, foosball table, mini table tennis and other interactive games make it a fun place as well.”