MISSION & VISION

Serving Canadians from Coast to Coast

We’re your not-so-typical Financial Firm, with a not-so-typical approach. We start with a Tax Review & Focus on Creating Cashflow… it’s everything…

tax review
tax review

Empowering Canada’s Middle Class

Our Mission is to Empower Canadians to embrace and experience their life’s purpose with Finance.

Financial Re-education for the 98%

Shifting 98% of Canada’s middle class from the first stages of Wealth ie Survival, Stability & Security to Financial Success or Significance!

tax review

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ABOUT US

Some of our consultants have cumulative industry experience prior to and including their time at PersonalBanker. Their services include but are not limited to tax, cashflow management.

We don’t sell services we provide solutions.
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HEADQUARTERS

PersonalBanker Canada (9947990 Canada Inc)
403-3100 Steeles Avenue W. Concord ON, Canada L4K 3R1
Corporate : 647-478-9658
Email: management@personalbanker.ca

CUSTOMER SUPPORT

PersonalBanker Canada (9947990 Canada Inc)
Service Toll Free : 1-800-465-1563
Service Local : 647-558-0558
Fax : 647-946-6634
Email: support@personalbanker.ca

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