Experior Financial Group
Brampton
Brampton
I am an expert at helping you reduce debt and taxes, and maximixing wealth. I am a relationship based advisor, and I will take the time to get to know your individual situation and needs, and make recommendations based on what we discuss.
I look forward to getting to know you!
Be the first to leave a review for Experior Financial Group.
Life, Disability and Critical Illness Insurance
It is important, when building a financial plan, to have your foundation in place. If anything happens to you, you want to make sure that you or your family can still maintain your lifestyle. By putting the right insurance in place, you can ensure that everything will be ok.
Retirement Planning
Do you know what your FIN is? That is, your Financial Independence Number! This is the amount of money you need to have in the bank in order to live the lifestyle you want it retirement, while also making sure that you don't outlive your money. I will help you discover your FIN and show you the correct accounts that make sense for you, whether that is an RRSP, TFSA, Non-Registered account, or another strategy.
Debt Restructuring
On average, in Canada, people spend $1.71 for every $1.00 they make. This makes for a whole lot of debt. I show people how to get themselves out in the quickest, most efficient way possible, and then how to prevent getting back into the same habits.
Children's Education
Setting up your kid's RESP can make all the difference when they are ready for college. I will help you to understand the differences between a group plan, an individual plan, and a family plan, and I will help you map out how much you need to put away to reach your goals of helping your kids pay for their education.
Full Financial Plan
My clients receive a complete written financial plan from me that is free of charge and theirs to keep. My main goal is making sure you understand where you are now, and how to get where you want to go. I will help to educate you along the way so that you can be an active participant in your financial future, and I will make recommendations based your individual needs. We are team!
