Financial Services - Markham, ON, CA
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. - Rebuild clients' credit within a time span of 9 months to 2 years from R5 to R1 - Help clients pay off debts (ranges from 12K to 35K) and save up down payments for first homes (ranges from 15K to 30K), build assets (40K to 100K). - Effectively helped one of the clients paid off close to $75k debt, saved $15k down payment & built $25k investment portfolio in 3 years' time - Eliminated another client's tax due of close to 11K in 7 months' time, included the use of a 2-year term RRSP loan - Assisting cashflow management for clients
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