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.
Planning with a Purpose
We specialize in goal oriented financial planning. We start by reviewing your current financial situation. We take the time to clearly understand your needs and objectives. We first create an action plan to address your immediate needs, then we plan for the future. We prepare you for life’s transitions by creating an action plan that addresses and manages them as early on as possible.
We work together every step of the way. We take the time to clearly understand your background, philosophy, needs and objectives, and work collaboratively with you through ongoing communication and meetings. Our goal is to help you achive the best life possible by working with you, not just for you.
By providing us with an honest complete picture of your financial situation, we strive to first understand all your financial needs. We continue by providing you with the necessary resources and guidance to facilitate your decisions. We then present you with personalized solutions and work towards a healthy financial outcome . By being well informed and having a plan in place, you can enjoy financial clarity and peace of mind.
We remove the emotional component from your decision making by providing you with relevant information backed by research, knowledge and experience.
Commitment is the key to success. We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
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.