Open Concept Financial Group

COMPANY PROFILE

Open Concept Financial Group

Overview

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.

Actions

Contact Name: Winnie Tsang

Phone Number: +1 (905) 288-8918

Primary Address

3100 Steeles Ave E,, Markham, Ontario, Canada L3R8T3

Social Media

Key Facts
Services: Banking & Finance, Financial
Founded: 2024
Revenue:
Firm Size:
No of Clients:
Client Name:
Key People:

Open Concept Financial Group - Listing in June 2025

 

Reviews

Total Reviews (0)

 

Blogs


 

Videos


 

Photos


 

Jobs


 

Portfolio