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Try out our Compound Interest Calculator from calculatestuff.com to see how saving a little every month can make a big difference in the future. Check it out and call us to start your savings plan now!

 

Your Financial Planning Advisors

According to a 2011 poll by the Investor Education Fund, fewer than 30% of Ontarians understand investing, borrowing and financial planning.

More than half of the people approaching retirement won't have enough money saved for a reasonable retirement income.

Most people don't have any idea of their total debt load, or any planned way to pay it off!

Retirement
Planning

Retirement
Planning

Plan now for a comfortable retirement income. We can help you get there with a range of products suited to your needs.
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Tax and Estate
Planning

Tax and Estate
Planning

Start planning now to ensure you don't pay more tax than you have to, and that your estate provides everything you want for your family.
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Investments and Financial Planning

Investments and Financial Planning

Develop and implement your financial plan now to use time to your advantage. Investing prudently and reviewing your plan as needs change is the cornerstone to a successful financial future.
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Do you find that your finances are a puzzle where the pieces don't seem to fit?

WELCOME TO SECURE FINANCIAL EDUCATION SERVICES, where our goal as your financial advisor is to make sure that you avoid being in any of the above predicaments. We're here to help you and your family plan and achieve your financial success by showing you all the pieces of your financial puzzle and giving you the support you need to put them all together.

You don't have to be a millionaire to have a financial advisor. They can benefit individuals with a vast array of income levels. In fact, recent research has shown that families who use advisors for their financial planning accumulate over twice as much wealth as those who try to manage their money alone.

CONTACT US for a complimentary review of your current financial plan, and more details on homeowner lines of credit as offered through Manulife Bank (by referral arrangement with FundEX Investments Inc.), tax-free savings accounts, education savings plans and all other investment products that are available to help you Secure Your Financial Future.

Browse through our website for more information, and call us to find out more about what we can do for you.