Woman to Woman

Women need to understand their finances. Women have to face some sobering economic realities.  Full time working women make less money than their male equivalents (29% less).  Women live on average 5 years longer than men, and those that live…

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The Money Tree Process

Your Goals and Expectations: What do you want out of life?  What does your retirement look like?  What other goals do you have? Let’s have a chat.  We begin by getting to know your wants and desires. Data Collection: Where…

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Protecting Yourself

Why Manage Health Risks?   Every three minutes Cancer picks a fight with another Canadian. One in four Canadians will be disabled at some point during their lifetime. Disability due to sickness or injury is the leading cause of mortgage…

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Estate Planning

Estate Planning

Estate Planning The majority of Canadian adults (56%) do not have a proper will in place.  When asked, they say they can’t afford one, or they don’t know how to get started.  Not having a will in place can cost… ...

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Elder Care

Elder Care

Aging Gracefully – At the turn of the century in Canada, the life expectancy was only 56 years old.  By 2012 the average life expectancy for Canadian men rose to 79.14 years; and women 83.44 years. There are more centenarians… ...

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Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
4665 Yonge Street, Suite 309, Toronto, ON  M2N 0B4  t 416.964.0440

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