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 YOU and YOUR MONEY
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Best Rate Around®
Financial Planning involves determining how individuals can meet their life-goals through effective management of their personal financial resources.
Our exclusive You and Your Plan® approach to financial planning distinguishes MONEY® affiliates from other professional advisors. Our dedicated group of professionals is committed to working with you in developing an overall personalized financial plan that suits your needs.
Our primary focus is to educate you and provide all the information that will affect your financial decisions. We believe knowledgeable clients are our best assets. We will help you define your short and long term goals so that you may achieve them within pre-determined time horizons.
There is no mystery to financial planning. We will help you plan a financial strategy that identifies opportunities to achieve your long-term goals through:
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Insurance Planning
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Income Tax Planning
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Investment Planning
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Education Savings Planning
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Retirement Planning
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Estate Planning
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Effective Mortgage Management
You and Your Money®
Just one call to our professionals could improve your financial health. We will be pleased to meet with you at your convenience for an in-depth financial check-up and help address areas of concern. We can also provide you with instant electronic access to your investment portfolio. Monitoring your accounts daily ensures that you can react quickly to situations that warrant immediate action€¦saving you time and money.
You and Your Home®
Our Research Department has the latest news, insights, and statistics relating to the real estate, mortgage and economic markets. We willl help every step of the way, whether you are buying your first home, transferring your mortgage to get a better rate or looking to refinance your existing mortgage under more favorable terms.
You and Your Life®
MONEY® affiliated independent insurance specialists are able to identify your relevant risks and help you decide how to offset them through an efficient insurance policy. They will also advise you on what type of policy would be best suited to your needs and explain all of its provisions and characteristics.
You and Your Taxes®
In today's global economy, effective tax advice and planning can give You and Your Business a competitive advantage. MONEY® offers a full range of business and personal Tax services designed to offer client-focused innovative solutions. This is accomplished through our partnerships with an extensive network of tax experts who can provide you with the guidance to minimize your tax liabilities.
You and Your Education®
Help secure your children's future by planning for it now. Through the Registered Education Savings Plan you will be investing in their future and helping them attain their personal goals. The government will now contribute 20% of the amount you invest, up to a total of $2000 per year per child. You can start as soon as the child has attained a social insurance number. This is an exceptionally good strategy when you realize the cost of education is exceeding the cost of inflation at close to 8% per annum.
You and Your Business®
We recognize the diversity of our clientele - from people who are considering setting up in business for the first time to pre-established large and medium sized firms. MONEY® encourages new entrepreneurs and established business clients to take advantage of our services. We are open, responsive and supportive to your varied business interests. Our aim is to provide a flexible range of products and services appropriate to our clients€™ needs and time horizons.
One Stop Financial Service®
Our mission is to provide our clients with One Stop Financial Service® that is second to none throughout the industry. Let us help you secure your financial future. You can achieve all of your dreams. If you fail to plan, you plan to fail.
To arrange a free consultation call MONEY® at (905) 475-0000 or e-mail us.
1-800-789-1011
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