You will spend many years working. One day you will need to retire with a good income generated from your accumulated investments. Retirement planning is never finished. You will need to manage your investments carefully to maximize their return through life's various stages as you move closer to, and during, retirement.
Through good markets and volatile markets, we help individuals, families, and business owners with their financial needs. We realize one program doesn’t fit all investor needs, so we will take into consideration your changing goals—for example, if you have other short-term needs, we will help you tailor an investment plan to suit your specific goals.
We can help you to re-evaluate your investment strategy and advise you as we develop a balanced plan that is best suited to your overall investment needs. Retirement planning must ensure the best use of capital with minimization of tax during the investment growth stages, as well as during the period when you will depend on your investments to create wealth as it transfers to income.
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.
Insurance sales are not conducted through Security Financial nor are they the business of Security Financial. Insurance sales are conducted through Allen Wong and Associates, a Managing General Agency
Security Financial Services & Investment Corp.
4665 Yonge Street, Suite 309
Toronto, ON M2N 0B4
300-123 Commerce Valley Drive East
Thornhill ON L3T 7W8
Phone: (647) 988-2852
Fax: (905) 882-7778