I am a Certified Financial Planner and provide a wide variety of Financial Services to both ordinary families and high net worth clients.
Contact me today to arrange for an introductory consultation. I will provide complete comprehensive analysis of your current portfolio and insurance needs for no charge. Start yourself on the path to financial independence with an advisor who works for you (not a bank or large investment firm) and will act as your advocate, helping you navigate the ever changing landscape and increasingly complicated world of investments, taxes and insurance.
RRSP's and Retirement Planning, RESP's and Education Savings, Taxes (returns from $25), Full Financial Planning (Fee based on Request), Mutual Funds (offered by GIC Financial Services Inc.), Socially Responsible Investment Funds, Fundamental Indexing Funds, Guaranteed Income Products (Manulife, Sunwise ElitePlus, Dynamic RetirementEdge), GIC's (eligible for CDIC coverage, best rates in town), High Interest Savings Accounts(Manulife, MRS, Dundee Bank), Disability, Health, Life, Critical Illness, Long-Term Care, Travel, Health Spending Accounts and ASO (Administrative Services Only) Group Insurance Plans
Our address: 608 Upper Sherman Ave.
Hamilton Ontario
Telephone: 905-512-2311
Fax: 905-538-3058
Web: www.tomvenner.info
Service: Mortgage Brokers, Mortgages, Mortgage Agents
We are sorry, but the values you entered are invalid