Giving Your Goals a Destination
The choices you make today lead you to tomorrow’s destination.
About Us
Financialmap was created to fill a need for better financial guidance.
Financialmap helps you make wise money decisions throughout every important stage of your life.
We provide one-on-one sound financial guidance and solutions.
Goals and Life Events
At financialmap we provide goal based financial solutions. We combine our knowledge and experience with those in specialized fields to offert you financial advise and guidance.
Tax Stategies
Taxes from all sources can take up more than 50% of your income. Reducing and deferring taxes is paramont in any financial plan.
Estate Planning
Estate planning is all about peace of mind. It’s about organizing your financial affairs and making your wishes known. It’s about letting your loved ones know that you care.
Financial Guidance for
Life Goals and Life Events
Peace of Mind
Protecting my Family
Planning for Retirement
Creating a Positive Cash Flow
Reducing Debt
Living with a Disability
Buying a Home
Reducing Taxes
Handling an Estate
Saving for Child's Education
Investing
Making a Difference
Posts
Control the outcome of your Tax Return
If you delay filing your taxes to April 30th, you have lost most of the control to make a difference on the outcome of your tax return. The time to think about tax planning is … always!
Estate Planning – It’s never too early
Estate Planning is often considered something you have to do when you are in your senior years. But having an estate plan is important at any age. It lets your loved ones know your wishes. It is also an integral part of an overall financial plan.
Have you considered these retirement risks?
A well-designed retirement plan should take into account certain factors that can greatly affect your income.
Products or services related to investments, investment recommendations, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. 4665 Yonge Street, Suite 309, Toronto, ON M2N 0B4 t 416.964.0440
Insurance sales are not conducted through Security Financial nor are they the business of Security Financial.
Insurance sales are conducted through Qualified Financial Services (QFS), a Managing General Agency.
As Certified Financial Planners, we may provide expert advice to clients that do not have or intend to have investments held through Security Financial Services or Qualified Financial Services. We may charge an hourly rate to clients who come to us solely for financial advice and planning services.
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Our Office
330 Bronte Street South, Suite 207
Milton, ON, L9T 7X1
All written content on this site is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.