Free Life Insurance Consultation

Call: (905) 267-3217

This email address is being protected from spambots. You need JavaScript enabled to view it.

Practical Investment Planning Advice

Investment Planning Toronto - Top Advisors

Are you interested in investing in your future?

The fact is, if you are like most Canadians, you do not know much about investment planning. However, this can become a thing of the past depending on what you decide to do today.

Have you asked yourself:
Where do I start?
What are my options?
Who can I trust?
Is investment planning for me?
What are the risks?
What are the benefits?

If you want answers to these questions, you have come to the right place.

Knowledge + Experience = Choice
With almost 2 decades of experience in the financial planning field, and as a Certified Financial Planner in Toronto, I am able to sit down with you and discuss all the available investment options for you and your family. I will gladly answer any questions you may have, and after our (15-30 minute) meeting, even if you do not decide to do any further business with me, you will be much more informed about the investment planning process for your future. I can assure you, that I will give you the most beneficial financial advice for you and your family. To go to my home page and read more click financial advisors in Toronto.

Investment planning options
Tax Planning
GIC - Guaranteed Investment Certificates
RRSP - Registered Retirement Saving Plans
TFSA - Tax Free Saving Accounts
RESP - Registered Education Saving Plans
Mutual Funds
RIF - Registered Investment Funds
Pure Investments
Annuities
Risk Management
Mortgage & Line of Credit
Segregated Funds
Various Loans
deferred profit sharing plan
company pension plan
Group Benefit
        - Group RRSP and TFSA
        - Registered Pension Plans (RPP)
        - Deferred Profit Sharing Plans
        - Executive Incentive Plans (RCA & IPP)
        - Health & Dental Benefits
        - Health Spending Accounts'
and more

Even though the amount of options available may seem overwhelming,  I will make it really easy for you by simplifying the whole investment planning process based on your specific situation. Think of it as receiving a fully customized solution, specifically designed for you and your future.
 

Book free Life Insurance Consultation


Receive 100% Independent Advice
It is very important to you that your Investment advisor is not tied to any one company, product, or service, and I am this type of investment planner. This freedom to choose amongst Canada's top quality financial institutions enables me to help you choose the best possible investment portfolio that will be specifically based on your needs, desires & situation.