Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreNo financial strategy is complete without a plan to protect loved ones from financial loss.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRunning a successful business can be one of life's most rewarding experiences.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreFamily's with older children need a wise cash flow management plan to help contend with rising expenses.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreCERTIFIED FINANCIAL PLANNER® professionals can provide you with comprehensive wealth management advice to help you achieve a more secure financial future.They have completed extensive course work, passed rigorous examinations and fulfilled stringent experience requirements. They must also serve their clients while employing the highest ethical standards. (See the web link below to the Financial Standards Council Website for more information on the CFP designation.)
Although I have clients throughout south central Ontario, the majority of my clients are located in the cities of Brampton, Mississauga, Oakville, Toronto West, Etobicoke, North York, Vaughan, Milton and Caledon.
Contact me today and put my over 26 years of experience advising clients to work for you in helping you reach your life's goals.
FP Canada grants the CFP® designation to financial advisors who meet the stringent requirements.
My two areas of specialization include:
1.) Retirement income planning for retired individuals and people close to retirement so you may enjoy a fulfilling and worry free retirement without concerns over how to fund your retirement income needs.
and
2.) Planning for Small Business Owners including risk protection and retirement solutions, group health benefit and group retirement plans and succession planning.
Mutual Funds Provided Through FundEX Investments Inc.
What Comes Next?
Investing Smart During Uncertain Times
Yes, Trudy, there are death taxes in Canada