Contact Us For A Complimentary Financial Review 905-731-1910 | 1-800-535-2170

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Secure Financial Education Services

1136 Centre Street, Suite 208
Thornhill, ON L4J 3M8
secfin@rogers.com

905-731-1910

1-800-535-2170

Fax: 905-731-7830

Please include any areas of particular interest from the list below and add any comments along with your contact information. We'll get back to you soon to arrange an appointment. Any information you provide will be kept confidential.

  • Complimentary Review of my Financial Plan
  • ​Planning and Saving for my Retirement (RRSP)
  • ​Planning for my Childrens' Education (RESP)
  • ​Investing in Mutual Funds (Non-registered and TFSA)
  • ​Maximizing my current Retirement Income
  • ​Life, Disability or Critical Illness Insurance
  • ​Income Tax Preparation
  • ​​Estate and Tax Planning, and Tax Efficient Strategies
  • Small Business Services & Government Programs
  • ​Homeowner Line of Credit
  • ​Tax Efficient Cash Flow Strategies