Financial Services
 
PandaPay - Francesco Miniaci
Mr. Francesco Miniaci
349 Four Valley Drive
Concord, ON L4K 5Z3
Phone: 647-969-1824
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The PandaPay mission will always be to provide merchants with dedicated ongoing personalized care for their payment processing and business needs. Through education, world-class service and support were leaving more profits where they belong, in the hands of business owners.

Member Since: 2019
Scotia Wealth Management
Bernie Rose
200 Apple Mill Rd., Ste. 800
Vaughan, ON L4K 0J8
Phone: (416) 226-7444
Fax: (905) 695-1545
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Member Since: 2017

Tenenbaum Financial
Mr. Alan Tenenbaum
7330 Yonge Street, Unit 105
Thornhill, ON L4J 7Y7
Phone: (416) 930-4511
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With over two decades of expertise, I provide tailored financial advice, skilled in investments and insurance. My careful analysis ensures confidence in your financial journey.
Member Since: 2024
GnarlyBooks.ca Incorporated/Shessel & Rana CPA
Crystal Smith
17070 Yonge Street
Suite 205
Newmarket, ON L3Y 8Z4
Phone: (877) 300-4131
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Cloud Bookkeeping, Accounting, Payroll and Taxation, so you can get back to what you love. Let's be real, bookkeeping and accounting aren't everyone's thing; we get it. GnarlyBooks is here to help create the right cloud bookkeeping and accounting solution just for you, so you can focus on your business and get back to doing the things you truly love to do. Our team of highly talented individuals is ready to roll up our sleeves and take the load off your shoulders.
Member Since: 2022

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Portico Ventures Corp.
Mr. Pascal Helou
80 Marycroft Avenue
Unit 1
Woodbridge, ON L4L 5Y5
Phone: (905) 652-0147
Fax: (905) 652-0148
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Business Advisory Firm
Member Since: 2003

Spark Financial Group
Ms. Ivy Chan
180 Bass Pro Mills Drive, Ste. 101
Vaughan, ON L4K 0B9
Phone: (647) 730-5556
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Spark Financial Group is a distinguished financial institution with a wealth of experience and expertise. Our dedication lies in providing tailored real estate financing solutions that align with our clients' personal needs and goals. We prioritize integrity in all our interactions, striving to serve not only our clients but also the broader community with unwavering commitment. Continuously evolving, we proactively enhance our skills and embrace cutting-edge technology to ensure superior customer service. Our holistic approach extends beyond financing, as we take immense pride in guiding clients towards achieving their homeownership aspirations. Our infectious enthusiasm has made us a trusted choice among clients and referral partners. Renowned for our white glove service, responsible lending practices, and robust infrastructure, we have cultivated a reputation for excellence in every facet of our operations.
Member Since: 2024

Advisory Money Strategies Inc
Smita Chakrabarti
5580 Explorer Drive
Suite 502
Mississauga, ON L4W 4Y1
Phone: (877) 908-9386
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Converting Taxes to Charity & Managing Business & Family Transitions! Creating Continued Legacies while transitioning Success into Significance! Making Giving Simple!

Member Since: 2023

Priority Lending & Property Services
Mr. Rosario Sinicropi
1 Gateway Blvd
Suite 201
Brampton, ON L6T 0G3
Phone: (416) 892-9851
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Priority Property Services: Specializing in commercial/residential property & fleet equipment pressure wash as well as homes, decks, roofs, gutters, driveways and heavy equipment. We prefer biogradegradeable soap and degreaser but can acquire the proper chemicals for any job. . Fleet Wash*Commercial & Residential Pressure Wash*Windows, Eavestrough, Roof & Siding Cleaning . Graffiti Removal. As equipment finance company with decade of experience, we leverage lender relationship to get you the equipment you need and want.
Member Since: 2019

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Consolidated Credit Canada
Jeff Schwartz
505 Consumers Road
Toronto, ON M2J 4V8
Phone: (800) 656-4120
Fax: (800) 656-4187
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Consolidated Credit Canada is an industry leading non-profit organization that has been dedicated to helping Canadians learn how to responsibly manage their personal finances and end stressful debt situations for over 18 years. Our passionate team works with clients and community members from across the country to offer credit counselling and free financial education through our user-friendly platform, KOFE (Knowledge of Financial Education).

Member Since: 2021

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Dollar Logic Agency Inc.
Mr. Derik Abraham
21 Arnold Street
PO Box 148, Station A
Richmond Hill, ON L4C 4X9
Phone: (416) 494-3765
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Management Consulting & Financial Services
Member Since: 2005
RBC Dominion Securities Inc.
Loris Rizzardo
3300 Highway 7 West
Suite 701
Vaughan, Ontario L4K 4M3
Phone: 905-832-2477
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For over 25 years I have been providing comprehensive wealth management solutions to select families and business owners. I work wiht my clients' independant tax and legal advisors to recommend interated strategies that build and protect wealth. 

Member Since: 2023

Litvin Muir
Brian Litvin
1950 Highway 7, Suite 28
Concord, ON L4K 1P2
Phone: (416) 619-7764
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At Litvin Muir we specialize in Canadian and International Sales Taxes, Scientific Research and Experimental Development Credits and Government Grans and Funding. We ensure your business maximizes government funding opportunities and minimizes its indirect tax (Sales Tax) costs.
Member Since: 2020

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IG Wealth Management, Paul Peios, CFPยฎ, DFSAยฎ, CIMยฎ, CEAยฎ
Mr. Paul Peios
Vaughan, ON L4H 0C1
Phone: (647) 901-8477
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Laying out a lifelong financial blueprint is more than selecting investments and reaching goals. We work in collaboration with out clients to creat a holistic financial strategy that's personalized to their circumstances, values and objectives.
Member Since: 2024

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Dream Home Financing Solutions
Vikas Sharma
60 Pippin Road, Unit 34
Concord, ON L4K 4M8
Phone: (416) 887-3861
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At Dream Home Financing Solutions, client satisfaction is our priority. We are committed to building lasting relationships with our clients. Based on your financial priorities, we suggest the best mortgage solutions that align with your requirements.
Member Since: 2024

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IG Wealth Management
Mr. Dirk Drieberg
ON
Phone: (416) 716-8251
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We adopt an integrated and holistic Life First approach with business owners and families to collaboratively develop a financial security plan that helps you accomplish your life goals.  We want to know and understanding your "Why."

Member Since: 2024
Aquifer CFO
Rich Zhou
435 Richmond St. W.
Toronto, ON M5V 0N3
Phone: (519) 568-9418
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As companies scale, they often operate with a fragmented or insufficient accounting and finance structure.  We provide the resources of an entire accounting & finance department as extended capacity or as the entire department for companies looking for more than a bookkeeper but less than a full time CFO.  Bookkeeping Accounting, FP&A, Tax & regulatory, CFO and more services are available to help companies get more without the overhead.

Member Since: 2024

Meridian Credit Union
Ms. Brenda Burjaw
50 Ronson Dr., Unit 155
Toronto, ON M9W 1B3
Phone: (416) 438-9351
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As Ontarioโ€™s largest credit union, and second largest in Canada, with more than 365,000 Members, weโ€™re committed to providing exceptional banking services and advice. We also have a role to play that goes beyond financial services. Our commitment to Members and communities is rooted in this fundamental belief. We have $31.2 billion in assets under management, over 2,200 employees and over 75 years of history. Unlike some of the larger financial institutions, we donโ€™t have public shareholders. Our Members are owners โ€“ that means that any profit we make goes back into improving our products and services, and innovating new ways to enhance our Memberโ€™s lives. With 89 branches and 15 business banking centers across Ontario, we are full service financial institution offering everything our competitors do. At Meridian, our vision is to be recognized as an inclusive, transparent, and people-focused financial partner with our purpose being to help our Members achieve their be
Member Since: 2024

Mawer Investment Management (Private Wealth)
Mr. Stu Morrow, CFA
79 Wellington Street West, Unit 3410
TORONTO, ON M5K 1J5
Phone: (437) 922-4354
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Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned, independent investment firm, managing approximately $90 billion in assets for individual and institutional investors across all major asset classes. This approach has helped our clients safely and profitably navigate the investing landscape over many economic cycles. Our mission is to be our clients' most trusted investment manager by delivering long-term excellence, building strong client partnerships, and making a commitment to do the right thing---always.

Member Since: 2024

The Bridg Group of Companies - Pinewest Financial Services Inc.
Ms. Natasha Bridgmohan
261 MILANI DRIVE
UNIT 101
Woodbridge, ON L4H 4E3
Phone: (905) 851-8871
Fax: (905) 851-8873
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Investments & wealth management and financial consulting

Member Since: 2010
Manulife Wealth Inc. - David DeBartolo Financial Advisor
Mr. David DeBartolo
4101 Yonge St., Suite 700A
Toronto, ON M2P 1N6
Phone: (416) 218-8707
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My Commitment To You.  To provide clients trusted financial advice with exceptional service.  With 20 years of financial services experience and a holder of the CFP designation, I provide clients with solutions to help them reach and attain their financial goals.  A good plan will encompass creating and preserving wealth as well as leaving a legacy according to your wishes.  I am committed to providing you with comprehensive financial advice which meet your individual needs.

Member Since: 2024
PayLite Merchant Services Inc.
Mr. David Crudele
2175 Sheppard Ave. E., Unit 215
TORONTO, ON M2J 1W8
Phone: (877) 671-1635
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PayLite provides credit and debit card payment services nationally, offering physical & virtual payment terminals and e-commerce payment solutions. PayLite is the preferred payments partner of the Better Business Bureau serving Central Ontario.
Member Since: 2024

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Desjardins, Commercial National Accounts
Gurinder Saini
25 York St
Suite 1000
Toronto, ON M5J 2V5
Phone: (416) 570-5943
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Member Since: 2023

Gentile & Assoc Wealth and Estate Planning Group Inc
George Gentile
201-3 Director Crt., Unit 201
Woodbridge, ON L4L 4S5
Phone: (905) 264-9205
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Specializing in Estate Planning and Group Benefit Plans.

Member Since: 2021
Primerica
Anna Marsico
5b-27 Roytec Rd.
Woodbridge, ON L4L 8E3
Phone: (905) 850-1283
Fax: (905) 264-1741
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Primerica proundly serves as a leading provider of financial products and services to middle-income families.  We believe it is important to provide families a financial education in straightforward language on important financial principles so they can reduce debt, invest for the future and plan for the unexpected.  Our company was built on the philosophy of "buy term and invest the difference".  This approach is a holistic approach so that families can get the highest amount of coverage for the lowest cost, freeing up money to invest in their family's future for retirement and their children's education and pay down debt.

Member Since: 2024
RBC Dominion Securities Wealth Management
Carla Parente, CFP
3250 Bloor Street West, Suite 705, Bloor Islington Place, East Tower
Toronto, ON M8X 2X9
Phone: 4162316659
4165626732
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Canada's leading full service investment and wealth management firm.  Clients have access to a full suite of resources, including the expertise and personal attention of advisors.  Our full-service wealth management offering is a comprehensive, team-based approch that brings together the advice and planning clients need to build, grow and transfer their wealth.

Member Since: 2024

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Edward Jones/Vince Petrolo
Mr. Vince Petrolo
205 Marycroft Avenue
Unit # 8
Vaughan, ON L4L5X7
Phone: 905-264-1334
6474562497
Fax: 877-653-00432
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Full Service Investment Services

Member Since: 2019

B. Hoffmann & Associates Ltd.
Ms. Barbara Hoffmann
9131 Keele St. - A4
Vaughan, ON L4K 0G7
Phone: (905) 747-3304
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B. Hoffmann & Associates Ltd is a boutique indirect tax consulting business that helps businesses, including major automotive clients minimize the indirect tax that they pay. Our goal is to help our clients think deliverately about indirect taxes and the impact they have on a business' bottom line.

Member Since: 2022
Scotia Wealth Management
Francesca Tarantino
200 Apple Mill Road
Vaughan, ON L4K 0J8
Phone: (647) 629-0663
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Provides holistic wealth advisory and planning solutions for clients which includes investment management, investment and financial strategies and alignment to tax, estate planning, retirement planning, business succession planing and overall financial planning.
Member Since: 2020
Green Elephant Investments
Ms. Jasmine Wang
400 Creditstone Road, Units 7 & 8
Concord, ON L4K 3Z3
Phone: (647) 298-0916
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Green Elephant Investments is a company focused on creating opportunities at the intersection of real estate and technology. We are currently actively engaged in land development and construction, advanced drone applications, AI powered senior care, innovative supply chain and overseas warehouse services.
Member Since: 2023

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Kanyon Hill Investments
Mr. Joel Usher - Kanyon
Vaughan, ON L4K 3S4
Phone: (905) 669-8002
Fax: (905) 669-4530
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Member Since: 2011
Mary Grace Tatangelo, Commercial Mortgage Agent
Ms. Mary Grace Tatangelo
ON
Phone: (416) 912-1261
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Financial Services- Mortgage Advisor
Member Since: 2018

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CZM Tax and Accounting Services, Professional Corporation
Casiano "Sonny" Martinez
7250 Keele Street
Vaughan, ON L4K 1Z8
Phone: 647-505-7059
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New Member

CZM Tax and Accounting Services Professional Corporation provides Tax and Accounting Services to Small Businesses, Individuals and Corportations. We offer a full range of tax and accounting services including busienss consulting, tax planning and tax returns filing, payroll, financial reporting, business loan application and related services. 

Member Since: 2024

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PricewaterhouseCoopers LLP
Mr. Luigi De Rose
200 Apple Mill Rd, Suite 400
Vaughan, ON L4K 5Z5
Phone: 905-326-6800
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With more than 100 years of excellence in Canada, we provide industry focused assurance, advisory and tax services for public, private and government clients in four areas: Corporate accountability, Risk management, Structuring and mergers and acquisitions, Performance and process improvement
Member Since: 2017
PSP Services Inc.
Ms. Marina Gurizzan
400 Applewood Cres., Ste. 200
Vaughan, ON L4K 0C3
Phone: 1-800-848-2974
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PSP Services is your preferred payment provider of choice for Canada. We are a one-stop shop for all point-of-sale needs including hardware, software, first-class technical support, and on-site repairs headquartered in Vaughan.

Member Since: 2022