Tony Velenosi Financial Solutions Inc.
Area(s) served: Ontario, British Columbia, Nova Scotia, and the Yukon
Working together to give you full confidence in your Financial Future
Money is the biggest source of stress in today's world. Therefore, we feel our job is to help you understand your finances so that you can focus on all important parts of your life, not just the finances. Our work together aims to give you confidence to reach your financial goals, so that you can ultimately live a long and healthy life, free of stress.
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
Health insurance products
Life insurance products
Saving, budgeting and investing
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Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
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