Areas of Specialty
Financial Planners Toronto
If you are looking for experienced, knowledgeable and affordable financial planners in Toronto or financial advisors in Toronto 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 you have come to the right place.
My name is Stan Dodig, and I have been in the financial planning industry for almost two decades. I work with financial planners in Toronto, to give our customers the best financial advice in Toronto.
We specialize in estate planning, critical illness insurance, life insurance, retirement planning, investment planning, and risk management. We service all Canadians living in Toronto and the Greater Toronto Area (G.T.A.)
Why Choose Me
CFP Code of Ethics
The CFP Code of Ethics is one of the most strict and ethical documents in the financial industry.
Call: (905) 267-3217
Areas of Specialty
Estate Planning TorontoThrough effective estate planning I will help you preserve & protect your assets so that your wealth gets transferred to your children, dependents or beneficiaries & not to the government.
Estate Planning Toronto
Life Insurance TorontoLife insurance is a powerful and cost-effective tax planning tool that can help your loved ones not only pay taxes and other liabilities upon death, but can also help you minimize taxes during your lifetime.
Life Insurance Toronto
Critical Illness TorontoCritical 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 Toronto
Retirement Planning TorontoI will help you put together the most cost effective and beneficial retirement plan, which will help you get where you want in the future, while taking into consideration your lifestyle and desires.
Retirement Planning Toronto
Investment Planning TorontoWith almost 2 decades of experience in financial planning, and as a certified financial planner in Toronto, I will be able to offer you the most effective investment planning advice.
Investment Planning Toronto
Risk Management TorontoThrough effective risk management I will evaluate any possible risk of running your business and I will help you find the best solutions for you and your family in case of disability or death.
Risk Management Toronto
Have a look at some of hte interesting websitesbelow for local services in the greater Toronto area.
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