Areas of Specialty
Trusted Financial Advice
If you are looking for experienced, knowledgeable and affordable financial planners or financial advisors to help you with financial planning such as estate planning, insurance (critical illness insurance, life insurance, etc.), retirement planning, investment planning, and/or risk management it is always best to choose a certified financial planner. A certified financial planner (CFP) has the highest designation of education attainable and is more likely to provide the best financial advice when compared to financial planners who are not certified.
A certified financial planner can help you put together a financial blueprint and implement it in all sectors of financial planning including estate planning, critical illness insurance, life insurance, retirement planning, investment planning, and risk management amongst others. On this website you will find invaluable information that will help you make better financial planning decisions. Our goal is to provide you with relevant and accurate information that will help you plan for a better future.
Things to Look for in a Financial Planner
CFP Code of Ethics
The CFP Code of Ethics is one of the most strict and ethical documents in the financial industry.
Main Areas of Financial Planning
Estate PlanningThrough effective estate planning a financial planner can help you preserve & protect your assets so that your wealth gets transferred to your children, dependents or beneficiaries & not to the government.
Life InsuranceLife insurance is a powerful and cost-effective tax planning tool that can help your loved ones not only pay taxes and other liabilities upon your death, but can also help you minimize taxes during your lifetime.
Critical IllnessCritical illness insurance is a product that enables you to receive a tax-free cash payment in case you become critically ill. It covers a large list of illnesses including cancer, stroke and heart disease.
Critical Illness Insurance
Retirement PlanningA good financial planner can help you put together the most cost effective and beneficial retirement plan, which will help you get where you want for your future, while taking into consideration your lifestyle and desires.
Investment PlanningIt can be difficult to decide what to do with your hard earned cash and property in a country driven by high tax rates. An experienced financial planner will be able to offer you effective investment planning advice.
Risk ManagementThrough effective risk management a financial planner can evaluate any possible risk of running your business and help you find the best solutions for you and your family in case of disability or death.
Have a look at some of the interesting websites below for local services in the greater Toronto area.
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