Goals and Life Events
Peace of Mind
Protecting my Family
Planning for Retirement
Creating a Positive Cash Flow
Living with a Disability
Buying a Home
Handling an Estate
Saving for Child's Education
Making a Difference
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.
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.