About Us
Working With Us
We attach a great deal of care and importance to understanding your needs.
Integrity, trust and commitment are our core values.
Our goal is your financial success.
We adhere to the following principles
- Partnership
- Planning with a Purpose
- Clarity
- Objectivity
- Accountability
Our Process
- Establish the Client / Financial Planner Engagement
- Gather your data and determine your goals and expectations
- Clarify your present financial status and identify any problem areas and opportunities
- Develop and present the financial plan
- Implement your financial plan
- Monitor the financial plan
Our Services
We combine our knowledge and experience with those in specialized fields to offer you the following services.
- Cash Flow Planning
- Debt Management Planning
- Retirement Planning
- Investment Management
- Risk Management Planning
- Education Planning
- Tax Planning
- Disability Planning
- Retirement Income Withdrawal Planning
- Estate Planning
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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Phone Us
Our Office
336 Bronte Street South, Suite 225
Milton, ON, L9T 7W6
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.