About Us

With You Every Step Of The Way

Client Focused

Long term steady reliable advice

Goal Oriented

Stress out of money providing for your loved one

Creating a sense of security while protecting your assets 






Help define what the clients want

Achieve their goal







Our Mission

We want to encourage you to take care of your money. As a team, we will participate actively while you enjoy a stress-free climb to reach your goals. We will be by your side helping you make smart choices so you can feel comfortable and secure every step of the way. Whether it’s wealth planning to achieve your financial goals, tax or estate advice, we will work with you to develop a comprehensive plan that is tailored to your needs. Our world class financial coaches will make themselves available for a free no obligation consultation. Get started with your money trainer! Your coaches are ready

How We Give Back

We are grateful for our clients, our families, co-workers and the community we live in. We believe that giving back to our community is naturally embedded into our culture here at B&A Financial Group.

These past few years we have sponsored the following charitable organizations.

  • Habitat For Humanity – Jessica’s Trip to India
  • Big Brothers / Big Sisters
  • CP24 Chum Christmas Wish
  • Children’s Breakfast Club
  • Markham Food Bank

At B&A Financial we pride ourselves not only on providing outstanding financial service, but also giving back to our community and supporting those in need.

That’s why we are proud to support YRLions Football by sponsoring the registration and equipment fees for two of their players who otherwise would have not been able to play.

It’s small gestures like these that make our community special and we are honored to do our part to help this great group of kids have the best season possible, GO LIONS!

At B&A Financial we pride ourselves on providing our customers with outstanding financial service, but as we move into the Holiday season we wanted to do something a little extra to help out those in need. 

That’s why we are proud to support @spcanada with a $250 donation to help support their “Pack A Shoebox” campaign. For every $10 you can make sure a boy or girl in need receives a shoebox jam packed with toys, school supplies and hygiene products.

We’re happy to help make the holidays a little brighter for those in need overseas and are proud to continue to do our part to make the world a better place.