Open Concept Financial Group

Open Concept Financial Group provides wealth planning, tax optimization, insurance, retirement, and real estate financial solutions for families and business owners.

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.