contact@maxproaccounting.com
+1 647-784-1979
2670 Danforth Ave., Toronto, ON

Personal Financial Planning and Investment

We have a number of options to suit you and your family's financial planning and business needs. 

Request Your Free Consultation

Depending on your personal circumstances, we have a number of options to suit you and your family’s financial planning and/or investment needs.

We identify your current financial situation and overall financial goals, and then develop a customized financial plan for you in line with your goals. We go through some routine periodic reviews to make sure your financial plan and investments are in the right track to achieve your short and long term financial goals. The objective of the review process is to reflect different changing circumstances like tax and pension changes over time. 

 

Our Financial Planning and Investment Services: 

  • Projection of lifestyle goals
  • Education financing alternatives
  • Life Insurance planning
  • Disability insurance planning
  • Pension, RRSP, RESP
  • Estate and Will Planning, and Wealth Preservation
  • Transfer and inheritance of wealth
  • Matrimonial planning and settlement
  • Assist and recommend clients in choosing the right product/services for investment purpose

Personal Financial Planning doesn't need to be difficult

Dial +1 647-784-1979 now to speak with a certified financial planner in Toronto

Why work with MAXPRO?

Customer Service

Convenient Location

Flexible Payment Options

10+ Years of Experience

Client Testimonial

"This is your testimonial text. Keep it short, simple, and to the point. This is a pretty good length."
Jane Doe
Jarvis Web Solutions Ltd.
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