Wisdom Centre

Control the outcome of your Tax Return

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!

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Estate Planning – It’s never too early

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.

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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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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.