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Independent Certified Financial Planner in Toronto

If you are looking for an experienced, knowledgeable and affordable financial planner (a.k.a. financial advisor) in the Toronto area to help you with estate planning, insurance (such as 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 am a certified financial planner (CFP), which means that I own the highest designation in the financial planning field.

 

I specialize in estate planning, critical illness insurance, life insurance, retirement planning, investment planning, and risk management. I service all Canadians living in Toronto, Mississauga, Oakville, Brampton, Hamilton, Burlington, Vaughan, Etobicoke, Milton, Georgetown, or any city within the Greater Toronto Area (GTA)
 

Why Choose Me

  • I have over 15 years of experience in financial planning
  • I offer completely free, no obligation advice
  • I am very familiar with industries best products and services
  • I am ethical, honest and family oriented
  • I am a certified financial planner (list of CFP's in Canada)

CFP Code of Ethics

The CFP Code of Ethics is one of the most strict and ethical documents in the financial industry.
Download the Code of Ethics

Call: (905) 267-3217

Send Me an Email

Free Financial Advisor Consultation Toronto

Areas of Specialty

Estate Planning Toronto
Through 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 Toronto
Life 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 Toronto
Critical 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 Toronto
I 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 Toronto
With 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 Toronto
Through 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

Other Resources

Remember, you have options when it comes to cash advances . A payday loan is one of those options that can be considered for short-term loans.

 
Financial Advisor Toronto - Certified Financial Planner Toronto