Services we offer

Financial Planning

Financial Planning

Financial Planning

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Build your own  customized Financial  Plan by consulting one of our experienced Certified Financial Planner (CFP). 

Investment

Financial Planning

Financial Planning

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An Experienced  Certified Financial Planner  can help you to identify your financial  goals and understand the investment products that make sense for your portfolio.

Insurance

Insurance

Insurance

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We partner with all major insurance companies to advise you for the customized solution of Life Insurance, Critical Illness and Disability Insurance. 

Mortgage

Insurance

Insurance

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We deal with major banks and mortgage companies to shop for rates and best solution for You.

wondering why Us

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Planning Futures

Since 2005 we have helped to build customized Life Insurance, Investment plans and Financial Plans to meet your long-term financial goals. 

Have questions about financial and investment planning, travel insurance , taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

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A Proven Approach

  • We start by introducing our services- Financial Planning ,Investment planning, life insurance, travel insurance and the process we follow. 
  • We analyze your financial goals and compare them to your current portfolio. 
  • We recommend an investment strategy designed to meet your risk tolerance. 
  • We also advise opportunities to save tax, estate tax and creating Estate and Retirement planning.

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Why Us?

  • Our CFP Designated  Financial Planner does not only understand your Financial Goals but we have accredited independent professional dealing with major financial institutions for your investment, insurance and mortgage needs, enabling you to satisfy all your financial needs under one umbrella.

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For All Your Financial Planning & Mortgage Needs, Contact Us for Free Evaluation

Manage Your Wealth

(416) 722-8993

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment