Emil focuses on working with clients to create long-term, personalized financial and retirement plans. In addition, he puts the plan pieces together. He keeps clients on track to reach their goals.
Emil is a skilled Financial Planner and since 2016 has been serving families in the west of Toronto at Canfin Financial Group.
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4 customer reviews
Jodie Schnurr
Tax Preparation
Emil has been supportive and helpful in what I was looking for. His communication is excellent and the direction for me around organizing for my taxes has been very effective!
Emily
The expertise and attention to detail as well as the passion genuin interest in helping clients is what makes Emil a truly professional Financial Advisor.
I would highly recommend Emil to anyone wanting to achieve best financial outcome.
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Khaled MOJADIDDI
My family and I have been working with Emil for several years. From day one his attention to detail and care for our family’s needs has been a life changing journey. He is the reason why our wealth has grown in a positive manner and my family and I are lucky to have him on our side specially during these uncertain times. More...
Reply from Emil Matacz
Thank you Khaled. Your family has done very well with us and your future is very bright.
Francesco
Professional. Detail Oriented. Down to earth.
Reply from Emil Matacz
Thank you Francesco. Great to see you succeed now and in the future with us.
What do you love most about your job?
Nothing makes me happier than seeing my clients reach their goals....having and raising kids, take vacations, buying home, and retiring with dignity.
What inspired you to start your own business?
I wanted to be self employed instead of pushing a company's products. I want to help people through a relationship based business rather than transactions.
Why should our clients choose you?
Elite Advisor - Very Few advisors in Canada that offer all these services:
Financial Planning, Insurance, Investments, Mortgages and Tax Preparation
So you don't have to explain to your tax guy what your investment guy did or what slips you got
Can you provide your services online or remotely? If so, please add details.
We work remotely and in person depending on the situation. We have a secure meeting platform and document upload system.
What changes have you made to keep your customers safe from Covid-19?
Pivoted to working remotely to keep customers safe.
Financial Planning
Your roadmap to a financial life with dignity! A full report recommendation on your insurance, taxes, investment, mortgage debt, cash flow and more! Nobody puts ALL the pieces together like me!
Investments
Working with you to manage your assets and make the right decisions so your resources work for you. RRSP, TFSA, RRIF, RESP, RDSP, Pensions and more
Insurance
Decisions regarding protection from unforeseen events so your Financial Plan does not collapse. Life, Disability, Critical Illness and more
Mortgage
Decisions regarding mortgage renewals, cash flow, rates, mortgage type, refinancing and more!
Tax Preparation
Putting all the pieces together when it's time to file your taxes. Personal tax returns.
