Our Services

We combine our knowledge and experience with those in specialized fields to offer you the following services.


Cash Flow Planning

Establish what you want your money to do for you. A well thought out Cash Flow Plan can help you meet your lifestyle goals. This is the starting point of any financial plan.


Debt Management Planning

There is ‘good’ and ‘bad’ debt.  Eliminating ‘bad’ debt is an integral part of any financial plan. A strategic plan can help you retire your debt sooner and get back on track financially.


Retirement Planning

A well balanced Retirement Plan focuses on financially securing a comfortable retirement while taking into consideration your current lifestyle. This is one of the areas of financial planning that requires the most thought and care. We establish and/or review such plans as RRSPs, RRIFs, LIRAs, LRIFs, Annuities, CPP and OAS benefits, Registered Pension Plans, Deferred Profit Sharing Plans, Employee benefits and Severance Packages.


Investment Management

Which investment solutions are right for you?  The available choices can be overwhelming and decisions need to be made that require knowledge, experience and time commitment. We deliver sound, strategic and non-biased personalized advice and guidance. Combining our knowledge and experience with the expertise from professionals in the industry, we can make available to you such investment vehicles as, TFSAs, Asset Allocation Plans, Fee Based Managed Asset Programs, Portfolio Funds, Mutual Funds, Money Market Instruments, ETF’s, High Interest Savings Accounts and Guaranteed Investment Certificates.


Risk Management Planning

Protect yourself, your loved ones, and your assets.  Such choices as Health and Dental, Long-Term Health, Disability, Critical Illness, Term, Whole-Life and Universal Life Insurance, are considered and reviewed.


Education Planning

One of the greatest gifts you can give your children is an education.  Alleviate your financial burden with a solid plan and the right tools such as an RESP and government incentives.


Tax Planning

Less is more and that is certainly true with taxes. Tax preferred investments, income splitting, leveraging, tax deferral and minimization are just some of the strategies you can use to minimize your taxes.  Pay less tax and keep more of your money.


Disability Planning

A big concern when living with a disability is the continuation of financial provisions needed to maintain your quality of life. RDSPs, tax credits and specialty trusts are just some planning strategies available to help you.


Retirement Income Withdrawal Planning

Once retirement starts, a proper retirement income withdrawal plan is essential to maximize the longevity of your savings.


Estate Planning

Estate planning allows you to leave a legacy to the ones you love that reflect your wishes while minimizing and funding taxes. Make your wishes known.

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.