Find a Financial Advisor in North York

We educate the public and financial planners who want to achieve better success, using proven strategies that are superior to the traditional methods that no longer work in the modern world. Traditional methods that we have been taught by investing with Banks and Insurance companies work if you are saving money but not if you are trying to build wealth for a secure financial future. We do research every day to know what is happening in the markets, take advantage of current trends, and avoid anything that we will feel is threatening that is heading our way. We call this; connecting the dots. You can ask us for our latest article on Market update, where we show you we are up 39% so far this year using the "connecting the dots strategy" stated above and averaged 20% for our clients for the last 20 years. You can see recent client reviews here that prove this. Also, note we are presently at the beginning of a slingshot that follows market downturns. Slingshot timing is critical to creating wealth. If you procrastinate and wait to see how well we are doing, the subsequent slingshot maybe ten years away. The last one was in 2009, where we made 84%, followed by a further 45% in 2010 after the 2008 financial Crisis caused by subprime mortgages created by who else but the banks where your so-called safe investments are the feds bailed out the banks. Without the bailouts taxpayers are still paying for, more banks would have failed, and many investment houses like Leaman Brothers would have failed. So obviously, strong up to, date information is critical for your success, and "connecting the dots " does this. Our goal is to show you how to achieve a higher income or increase your returns while reducing your taxes and mortgage payments, which creates more monthly cash flow using advanced strategies that can include tax-free income and investing. While Banks consider a 4-7% return a solid, safe return, the reality is you are losing money as the combined effect of tax increases and inflation for the last decade decreased the purchasing value of the dollar by a Whopping 24.8%. High blood pressure is called the silent killer of your health, and inflation and taxes are the silent killers of your financial dreams because most financial planners concentrate on the sale, not the advice. Since we do not earn commissions on sales, we can give you 100% unbiased advice. The big institutions say that these funds have no risk because they are balanced, and you have been programmed to trust them because this is where we bank, and they have significant buildings. But those significant buildings cost money, and you pay for them in your fees. So their no-risks statements are full of risk. Inflation and taxes reduce your net returns to 1-3%, and the costs often outweigh the difference. And you wonder why your investments are not keeping up with inflation as gas prices, groceries, and rent skyrocket, and now you have to pay taxes and fees. You are in the rat race, going nowhere fast. But that can change if you have good advice and act on that advice. An example of our "connecting the dots strategy" is from 2012 to 2021, the Nasdaq 100 total return was 262.15%. I always ask my clients if they feel that Science and technology are slowing down. They always say no, so I ask them why they have not been taking advantage of their knowledge. The financial advisor they are using is following his Bank or insurance policy to spread your funds over many funds instead of investing in one or two funds that are earning superior returns. I learnt from Warren Buffett that diversifying he says"diversified funds or balance funds are bad investments because as one fund goes up, another is going down diminishes any growth you would have had by only investing in the funds creating wealth. We have therefore stayed away from these types of funds and allowed our research to be in the suitable funds at the right time. Just eliminating the negative effect of balanced and diversified funds will increase your returns that includes their newly named balanced portfolios that banks push that have up to 35 funds inside them (Warren says again that is over-diversifying) . But as previously stated, inflation and taxes erode the purchasing value of your dollar if left unchecked. Most advisors never address this critical issue. Therefore, their approach to investing is outdated. This is why most people continue to look for a better alternative to what they are already doing because there has to be a better way to succeed. Because of our experience, education and analytical research, we have helped clients achieve above and beyond their original goals; we are very passionate about making these goals come true for you. What you can expect from us is not just great returns or tax savings, but you will learn how we do this and build up your knowledge by leveraging ours. So our Consulting and Education Services provide Wealth and Tax Strategies, Demographic / GDP Trend Forecasting, and Connecting the dots strategy that creates higher returns and helps avoid most downturns. For Financial Professionals and Individuals. We want our advice to be based on experience and the research we do that makes a difference in your net results. Our returns over the last 30 years have beaten all Banks considerably, and I am still looking for just one Financial Planner who comes close. Just read my connecting the dots strategy and results, and you can see for yourself. If nothing else, sign up for the free emails I send out to help you make better investments for yourself.