Mutual funds provided through FundEX Investments Inc.
Financial Planning for Families
Business Services
Estate Planning
Retirement Planning
Our Products and Services
Our primary focus and expertise lies in the development of a
personalized comprehensive financial plan covering the following
personalized comprehensive financial plan covering the following
areas:
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Advance Cash Management Strategies (making the most
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of your limited resources)
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Tax advantaged programs & Taxation (minimizing taxes,
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tax-favoured investment strategies)
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Personal Risk Management (including estate planning, life
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& disability insurance, critical illness and auto/home
insurance and investment risk)
insurance and investment risk)
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Estate Planning and Legal Issues (wills, power of attorney,
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forms of business ownership, legal settlements,
inheritances, commercial law, labour law, family law etc.)
inheritances, commercial law, labour law, family law etc.)
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Wealth Accumulation & Investment Strategies and
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Investment Income strategies
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Career Transition Planning (dealing with the interruption
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to a family’s income as well as addressing any pension
rollovers or employment termination administration
rollovers or employment termination administration
As independent brokers, we have the freedom of the marketplace
at our disposal. We are able to bring to over 80% of the
financial products and services available in Canada. These would
include GICs, segregated funds, investment funds, life insurance,
disability insurance, critical illness, as well as insurance and group
benefits. We have access to expert assistance for our clients for
at our disposal. We are able to bring to over 80% of the
financial products and services available in Canada. These would
include GICs, segregated funds, investment funds, life insurance,
disability insurance, critical illness, as well as insurance and group
benefits. We have access to expert assistance for our clients for
mortgages and general financing.