Tony Velenosi Financial Solutions Inc.
Area(s) served: Ontario, British Columbia, Nova Scotia, and the Yukon
Trustworthy advice you can count on
Financial planning for Canadians
Finances can be delicate and stressful. My team and I aim to help Clients feel more confident about this important aspect of their life.
When working with you, we take the time to understand your unique financial situation and goals. We want to understand your feelings towards your finances. From there, we'll make holistic recommendations to build a strategy to help achieve your goals. This may include buying a house, saving for your child's education, reducing taxes, growing assets, or retiring your way.
My team and I work with:
- young professionals,
- entrepreneurs,
- people starting to accumulate assets and
- pre-retirees.
We have two offices, located in Waterloo and Hamilton, Ontario. If you’re nearby we’re happy to accommodate in-person appointments. For Clients throughout Ontario, British Columbia, Nova Scotia, and the Yukon, we can do virtual appointments. Contact our office to book your appointment. Together, we can create a clear financial plan designed to help you navigate toward lifetime financial security.
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 gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Registered education savings plan (RESP)
RRIF: Registered Retirement Income Fund
Budget calculator
Office information
