Unionville Investments and Insurance Services Inc.
Languages spoken: English, French
Area(s) served: Greater Toronto Area
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
Our passion is to find root problems and bring customized solutions to people and organizations.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security through:
- Retirement planning: Tailored retirement plans to help individuals identify their retirement goals, create a savings strategy, and help ensure a comfortable retirement lifestyle.
- Investment management: Guidance on building and managing investment portfolios that align with Clients' risk tolerance, financial goals, and time horizons.
- Tax planning: Strategies to optimize tax efficiency, including tax-efficient investment choices, income splitting, and minimizing tax liabilities in retirement.
- Business succession planning: Assistance for business owners in planning the transfer or sale of their businesses to maximize value and minimize tax implications.
- Estate planning: Developing comprehensive estate plans and beneficiary designations, to protect and transfer wealth efficiently to future generations.
- Insurance analysis: Evaluating the need for life, disability, and long-term care insurance to protect against unforeseen events that could impact financial security.
- Risk management: Identifying and managing financial risks specific to the Client's profession or industry, including liability, professional indemnity, and key person insurance.
- Income optimization: Strategies to maximize retirement income from various sources, such as government benefits, company pensions, and personal savings.
- Debt management: Advice on managing and reducing debt, especially for business owners seeking to minimize debt load during retirement.
- Education and guidance: Providing ongoing education and guidance to ensure clients are well-informed and making sound financial decisions.
These services aim to address the complex financial needs and goals of professionals, business owners, and individuals transitioning into retirement. Our role is to offer personalized solutions and expert guidance to help clients achieve financial success and peace of mind.
Contact us to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
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