Retirement Planning Services

Best match results for retirement planning services in Canada + 30km.

    Take control of your finances with Niagara Region Money Coaches. We are a company dedicated to helping clients achieve financial peace – with absolutely NO PRODUCT SELLING. Owner/Founder Trevor Van Nest, B.Comm. (Hons.), CFP® is passionate about helping people from every walk of life take control of their personal finances. With Niagara Region Money Coaches, because no financial products are sold, every client receives completely un-biased advice and useful tools to help with day-to-day money ... Read more challenges like how to create a great household budget, improve investing results, eliminate debt, and retire with full knowledge of after-tax lifestyle possibilities – all in easy-to-understand language. Trevor has the qualifications, strategies and experience to help. With over 25 years in the financial services industry, he has personally assisted hundreds of clients across central Ontario achieve their financials goals with a 98% client satisfaction rating. He is the only MoneySense(R) ...

    Family Wealth Concepts is a private wealth management firm specializing in serving the wealth management needs of successful Canadians. Through our industry contacts and in-house legal, accounting and investment specialists, we offer the following services: - Financial Planning - Accounting, Legal, Private Banking - Group Health Benefits & Health Spending Accounts (HSAs) - Mortgage Lending - Life Insurance Analysis - Tax, Trust & Estate Planning - Family Business Advisory - Retirement ... Read more Income Planning - Investment Portfolio Design, Manager Selection and Monitoring - Fee-based & Discretionary Investment Portfolio Management - Philanthropic Goals & Legacy Planning - Family Counselling / Meetings - Comprehensive Performance Reporting - Tax Return Preparation

    Our mission statement is to deliver on our pension promise.  Central to our goal of providing a stable and secure pension plan is our commitment to excellence that guides all aspects of our organization. In order to continue to be a leading Ontario pension plan provider, we have established a clear vision, mission and values to guide our performance.

    RETIREMENT & ESTATE PLANNING Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.

    Do you own a blue-collar business? I’ll help you turn it into Blue Wealth. ​ I help blue-collar business owners optimize their businesses and personal finances to transition into their vision of retirement within 10 years.

    Financial Security Advisor Investment Representative Group Benefits Broker I understand your goals and dreams are unique Stephen Cragg | Financial Security Advisor | Freedom 55 Financial | Cobourg Ontario | Pickering Ontario Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your ... Read more goals within reach. After evaluating your needs, risk tolerance and life stage, I’ll recommend solutions that best help you achieve your goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial,

    We do full service Financial and Retirement Planning and are a truly Independent Firm that can sell all available products. We also offer a free 2 hour financial consultation to review your current holdings. This will give you an unbiased review so you know where you stand. We also discuss management fees and how through F Class eligible Funds you can write off your management expenses. We also teach you how to use Globe-fund to review your current holding to see how well you are doing against your ... Read more fund underlying peer-group. With 30+ years of experience we are here to help you figure out the maze of financial products. Please contact us today to se how we can help you with your financial goals.

    Retirement Planning

    Tax planning and preparation services

    Since our establishment in Ottawa in 1930, Scrivens has developed a reputation of integrity, stability and excellent service. Scrivens' extensive and growing client base of the past 85 years is representative of our sound management, professionalism and ability to adapt to change. Client satisfaction is the key to Scrivens success. Our highly qualified and experienced team understands that every individual has specific concerns. Therefore, at Scrivens we recognize that personalized service ... Read more is critical in identifying your requirements and providing the appropriate product to meet these needs. Establishing and maintaining a superior level of service is an integral part of Scrivens' tradition of excellence.

    Twin Power Financial is a high quality service financial firm that specializes in Financial and Wealth Management, Mortgage Services and Insurance. Our goal is to enrich our clients lives through finances in a relaxed enjoyable environment. If you are looking for elite service and knowledgeable advisors, then Twin Power is for you.

    Smart Choice Life was created to serve the ever growing number of people who use the internet as a convenient and less intrusive way to shop for financial security. We offer a quick and easy way to compare quotes from most Canadian life Insurance companies which we represent. We are a full financial services company. We are proud supporters of the Youth Advantage Project for culture with provides scholarships to help financially challenged youth to enrol in art, music, dance or acting classes. Gordon, ... Read more the founder, is a certified financial planner and has over thirty years experience in financial services. He has been helping families and small businesses with their financial plans since 1991. Prior to that his career included Credit and Accounts Receivable manager for CCM in Toronto and several years with CIBC in Nova Scotia. He is also a published financial author contributing a weekly column in the Daily Gleaner newspaper for years. Now there are three e-books which you can access ...

    We believe that property taxes are a significant expense of real estate and that deserves the attention that it needs to make sure that it minimizes it’s effective on your bottom line. It doesn’t matter if you owner occupied or a lessee a reduction of property taxes will effective your bottom line or your tenants. Either way everyone benefits… Our commitment is to consistently maintain the high level of quality service our clients have learned to expect by anticipating clients’ needs, ... Read more being responsive when they call on us and promptly dealing with their concerns and identifying opportunities that will have a positive impact on their bottom line. Every real estate owner (other than tax exempt entities) must pay property taxes. The question many property owners should ask is: Am I paying more than my fair share of property taxes? Over the years, property taxes have escalated to become a significant part of business costs, often having a negative effect on a company’s bottom ...

    Comprehensive Financial Planning and Estate Service for High Net Worth Clients.

    Liu & Associates LLP is Calgary’s premier Accounting Firm, specializing in Tax Preparation & Audits, Corporate Accounting and Bookkeeping services. As a member of the Chartered Accountants of Canada & Certified General Accountants Association of Alberta, Liu & Associates LLP Calgary is more than qualified to competently handle any personal or corporate financial matter, from taxes to bookkeeping.

    With increasingly complex financial markets, increased solicitations from the various financial institutions, and needs which can change during your lifetime, working with a single, qualified Financial Advisor and insurance agent that you can trust is more important than ever. Christina Graham BA, BSW, MSW, is a professional and experienced Financial Advisor with PEAK Investment Services Inc. and as Life Insurance Advisor with PEAK Insurance Services Inc. Christina Graham's personal and business ... Read more planning services will ensure you are on the right path when it comes to your finances – from wealth management to retirement income planning. As an Independent Financial Advisor, you will have access to a multitude of companies’ products and solutions. Set an appointment with Christina Graham to discuss your financial path and open an account or apply for needed insurance. As independent financial advisor with PEAK investment Services, I have full access to all available financial ...

    Retirement Planning

    I help Canadians create, manage and protect wealth.

    Ken MacCoy is a CHS - Certified Health Insurance Specialist with over 40 years of insurance industry experience. Ken provides: life, disability, critical illness, travel insurance plus Retirement, Insurance, Tax and Estate Planning solutions for individuals, families, the self-employed and business owners. - Ken's expertise includes: Key Person & Buy-Sell Insurance Solutions, Tax Planning Strategies & Custom Designed Employee 'Pooled' Benefit Plans for medium-to-large groups in British Columbia and ... Read more Nova Scotia.