We deal with start-up companies as well as small families on financial planning, budgeting, cashflow management and credit management. Tailor-made solutions depending on different situations and needs. Work with you, grow with you.
If you are looking for Extended health care or dental coverage (like a group coverage for yourself), or guaranteed issue critical illness insurance, please check out offers from Manulife or Sun Life (you can buy online if you wish).If you run your own business and is incorporated, you might want to consider Health Spending Accounts.
If you are looking for Extended health care or dental coverage (like a group coverage for yourself), or guaranteed issue critical illness insurance, please check out offers from Manulife or Sun Life (you can buy online if you wish).If you run your own business and is incorporated, you might want to consider Health Spending Accounts.
Services
Thank you for all my supportive clients who refer, took their time to write me testimonilas and recommendations on my LinkedIn profile. Here is a post which was written by a client whom l met a decade ago. She was an executive at a major Canadian bank and she is sharing her insight on independent financial advisors verses bankers.
We have now the details on the Canada Emergency Commercial Rent Assistance that the Prime Minister's Office had released. Businesses will be able to apply for amount to cover 50% of their three monthly commercial rent payments during April, May and June.
With you landlord's cooperation, the loans could be forgiven if the mortgaged property owner agrees to reduce the your rent by at least 75% for the three corresponding months under a rent forgiveness agreement, which will include a pledge not to evict the tenant while the agreement is in place.Allowed HTML tags:
With you landlord's cooperation, the loans could be forgiven if the mortgaged property owner agrees to reduce the your rent by at least 75% for the three corresponding months under a rent forgiveness agreement, which will include a pledge not to evict the tenant while the agreement is in place.Allowed HTML tags:
-
-
-
.
So, the application for CEWS (The Canada Emergency Wage Subsidy) will be opened on Monday, the question is do you really want to apply? Rather, maybe the question is: is it worthwhile for you to apply? The reason why I am asking that is because we can see that the situation is not changing any time soon.
The Government of Canada's online calculator allows businesses to preview their claim ahead of time. Application will be through your My Business Account on the CRA web site. You are encourged to register your payroll account for direct deposit to get your payment faster. Applicants will be asked to provide number of eligible employees and gross payroll for subsidizing amount.
Reviews (11)
Alex Cross
Dec 23, 2021
Report
Cj Bautista
Oct 11, 2021
Report
Daniel has really proven himself to be knowledgeable, dependable and trustworthy. He also excels at customer service. He maintains contact, responds promptly and takes the time to explain everything in detail. He has a wonderful demeanor that is professional, thorough and conforming. Their program has truly made a positive impact!
I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!
I did a very thorough search while looking for a financial advisor. I knew immediately I made the right choice and would recommend Daniel to my friends and family!
Kat Licata
May 11, 2021
Report
Evan is such a pleasure to work with. I have a very busy schedule and he has been accommodating and encouraging. Evan helped us with budgeting, retirement, long and short term financial goals, and paying off debt, childcare budgeting, and college savings.
It may sound silly but before making a large financial decision we turn to him and he is always willing to help. I could not imagine not working with Evan and his team. Looking forward to working with him until I retire and beyond
It may sound silly but before making a large financial decision we turn to him and he is always willing to help. I could not imagine not working with Evan and his team. Looking forward to working with him until I retire and beyond
Kendra Minkler
Apr 17, 2021
Report
My husband and I have worked with Evan and the TruFinancial team for a little over a year. The services they provide (investment management, budgeting, insurance, taxes, etc.) were a perfect fit for what we needed at the time. Evan was able to help turn our finances around in a time frame we never could have achieved alone. We’re now on track and feel confident when making big financial decisions knowing help is just a quick email away. I can’t recommend them highly enough!
Stephanie Attella
Mar 12, 2021
Report
We have been so fortunate to have found Daniel and the TruFinancial team. We have been clients since 2017 and found right away that their services were everything we were looking for. After shopping around for financial advising services we knew right away that this was the right firm for us. The business is the complete package, and offers all the services you would need in one location including tax, estate, business and insurance services to name a few . Meetings are very easy to schedule, we never feel rushed or limited in what we can ask or discuss and we are always given enough information
Kevin Schwartzel
Mar 02, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Having this been my first experience with a financial professional, I cannot be happier with the services provided by TruFinancial. Both Evan and Daniel are consummate professionals and I would highly recommend their services to anyone who is in need or looking to enhance their current financial situation. 5 stars!
Having this been my first experience with a financial professional, I cannot be happier with the services provided by TruFinancial. Both Evan and Daniel are consummate professionals and I would highly recommend their services to anyone who is in need or looking to enhance their current financial situation. 5 stars!
Andrew Barrak
Feb 28, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
I've been with TruFinancial for about two years now and have loved working with Daniel. He's been very attentive to my needs and goals, quick to respond, and most importantly I can tell that he is on my side and cares about my success and future. I would highly recommend them to anyone (and already have!).
I've been with TruFinancial for about two years now and have loved working with Daniel. He's been very attentive to my needs and goals, quick to respond, and most importantly I can tell that he is on my side and cares about my success and future. I would highly recommend them to anyone (and already have!).
Lynelle Riggs
Feb 27, 2021
Report
I’ve been with TruFinancial for 2.5 years. I had an awareness of my money but not a sense of how to budget and invest. Since then I feel secure and safe and my knowledge of finance has increased exponentially. Because I trusted Trufinancial with my entire financial plan and assets, I know I can contact them to help me with everything. If you want to be confident and comfortable, come to TruFinancial.
Lindsi Panarelli
Feb 17, 2021
Report
Positive: Professionalism, Quality, Responsiveness
I highly recommend their services. I have worked with Evan for over two years now and my credit score has significantly improved! With Evans guidance I feel more organized and focused to save money. He is extremely easy to work with and I feel more confident in my finances working with him.
I highly recommend their services. I have worked with Evan for over two years now and my credit score has significantly improved! With Evans guidance I feel more organized and focused to save money. He is extremely easy to work with and I feel more confident in my finances working with him.
Clare Peyton
Feb 15, 2021
Report
I would highly recommend their services. I came to TruFinancial in not great financial shape what so ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!
Mimi L.
Sep 13, 2013
Report
