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Wealth Creation

Wealth Creation

Working to together to construct and implement your investment portfolio.

Wealth Management

Wealth Management

Protection against financial risk, plus advanced investment vehicles.

Wealth Preservation

Wealth Preservation

Representing many of Canada's Top Rated Insurance Companies we can customize what is best for you.

Business Solutions

Business Solutions

Mitigating risk for business owners. Employee retirement and benefits.

PROFESSIONAL BACKGROUND AND PROFILE

PROFESSIONAL BACKGROUND

-Over 14 years experience in the financial industry.

-Obtained Registered Retirement Consultant’s designation from the Canadian Institute of Financial Planning.

-Completed Canadian Security Course through the Canadian Security Institute.

-Life Insurance Licensed by Financial Services Commission of Ontario.

-Mutual Funds Licensed from the Investment Funds Institute of Canada.

-Completed Ontario Mortgage Agent course (currently not registered).     

 MY APPROACH AND SERVICES

 As an Investment&retirement Planner, I am committed to help my clients to achieve their financial goals and protect their interest.

 As a member of Canfin Financial group, I have joined forces to provide comprehensive and integrated wealth management services to businesses, their employees, professionals and individuals.

 Our services are comprehensive because creating, distributing, managing and preserving wealth can not be done in isolation. A full 360-degree perspective is required to ensure that success in one area does not conflict with another. My comprehensive solutions cover every thing from tax planning, pension plans, investments, managing the risks of life and any other topic related to personal finances.

 Everyone’s economic and life situation is unique and clients are in different stages of life. You might be purchasing a first home, following a business dream, financing a child’s post secondary education or planning for retirement. A financial plan must reflect one’s specific economic situation and personal goals. So I will try to understand your financial situation and goals and work with you to provide a financial plan, products and services that best match your personal situation.

 As an independent advisor, I am able to provide unbiased and best breeds of products/services from major banks and financial institutions in Canada.

 My clients will receive my ongoing attention, their accounts are monitored regularly and necessary changes are recommended to take advantage of circumstantial changes. I will meet regularly with my clients to review their situation and learn about any changes reflecting their accounts. The review includes updating: change of financial goals, risk profile, changing the asset allocation and portfolio holdings.

 My association with canfin allows me to be one source for multiple services. I can facilitate access to in house specialists, such as:

  • Tax Preparer.
  • Business Consultant
  • Mortgage Specialist

 I focus on providing and executing a customized plan to my clients which is the cornerstone for long term financial success and prosperity.

CONFIDENTIALITY

Any information I gather from my clients and prospects will be used only to help me better understand their situation and to prepare a relevant financial plan. I am bound by professional secrecy and may not disclose the personal information without their consent unless required by law.

LIST OF MY SERVICES

 -RETIREMENT PLANNING.

-EXECUTION AND MONITORING OF THE RETIREMENT PLAN.

-RRSPs (GROUPS AND INDIVIDUALS), RRIFs, LIRAs, LIFs.

-INDIVIDUAL PENSION PLANS.

-RETIREMENT COMPENSATION ARRANGEMENT.

-INVESTMENT PLANNING.

-EDUCATION PLANNING (RESPs).

-TAX PLANNING.

-ESTATE PLANNING.

-MUTUAL FUNDS.

-WRAP ACCOUNTS.

-SEGREGATED FUNDS.

-LABOUR SPONSORED FUNDS.

-GICs (TIME DEPOSIT SAVINGS)

-LEVERAGING PROGRAMS (RRSP AND INVESTMENT LOANS).

-LIFE INSURANCE.

-DISABILITY, CRITICAL AND LONG TERM INSURANCES.

-INDIVIDUAL AND GROUP HEALTH INSURANCES.

-EMPLOYEE’S BENEFITS.

-PROPERTY AND AUTO INSURANCE (BY REFERRAL).

-RESIDENTIAL AND COMMERCIAL MORTGAGES.(BY REFERRALS).

-PERSONAL AND CORPORATE TAXES (BY REFERRAL).