Open Concept Financial Group is a Markham, Ontario-based financial advisory firm specializing in cross-disciplinary financial and insurance solutions. They aim to empower families and business owners to make confident, purpose-driven financial decisions. Their approach integrates various financial disciplines to provide cohesive, client-centered strategies that reflect individual values and aspirations.
financial consultants
wealth advisory
wealth management advisors
wealth management manager
personal financial specialist
wealth management company
financial planning and advice
Strategic Tax Planning
