Financial Planning Services in Woodbridge, Ontario

Woodbridge Financial Planner

FINANCIAL PLANNING SERVICES WOODBRIDGE

FINANCIAL PLANNING SERVICES WOODBRIDGE

 

Our comprehensive and integrated approach to financial planning is based on 6 fundamental principles

  • Maximizing cash flow
  • Lifestyle insurance
  • Managing taxes
  • Building your portfolio
  • Retirement readiness
  • Leaving a legacy

These factors determine our recommendations to you and serve as an underlying principle to our approach.

Being independent, we are able to offer you solutions from ALL the insurance and investments companies available, so you can rest assured that you will only have the best options to choose from!!

Insurance

  • life ins
  • Accident/sickness
  • Critical illness
  • Long term care
  • Health and dental
  • Travel insurance
  • Group insurance

Investments

  • Mutual funds
  • Rrsp/resp/tfsa
  • Gic/gif/rrif
  • Annuities
  • Tax advantaged plans
  • Individual pension plans
  • Group retirement plans
  • Seg funds

Retirement

Many financial advisors are good at accumulating retirement income for you, whereas our specialty is making it last for you. At tailored dollars we understand that wealth preservation is just as important as wealth accumulation, which is why we consider the erosion of your assets on par with their accumulation.

LEARN how we can help you create a tax smart strategy to avoid locking yourself into high tax rates during retirement!!! Speak with us today

Pension plan admin
Transfer of assets assistance

MADE-TO-MEASURE…..as opposed to "ready to wear"

A middle ground between ready-to-wear garments and bespoke tailoring, a made-to-measure service allows the customer to choose a desired design from a selection of ready-to-wear styles and have it customized to fit their shape. It also allows them to choose the fabrics they want to be used.


Services offered by Tailored Dollars: Financial Planning Services | MORTGAGE SERVICES | BUSINESS STARTUP SERVICES

Tailored Dollars offers Financial Planning Services to clients across Etobicoke, North York, Toronto, Concord, Woodbridge, Vaughan, Markham, Richmond Hill, Mississauga, Aurora, Newmarket, Whitby, Ajax, Pickering, and the surrounding areas.

Contact Tailored Dollars - Financial Services Firm in Woodbridge, Ontario

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