Vantage Insurance and Financial Solutions Inc.
Job title: It all starts with great advice!
Languages spoken: English, Portuguese
Area(s) served: Ontario
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.
Holistic financial planning
The financial industry can be a complex maze of products and services. At Vantage Insurance and Financial Solutions, we make the complex world of finance, simple. We’ll work with you to help you understand and navigate through your options.
We work with:
- business owners,
- pre-retirees,
- families and
- professionals.
We focus on building long-term professional relationships with the Clients we work with. Your needs and goals may change as you progress through life – we’re here to see you through those changes.
We know you work hard for yourself and your loved ones. Building multi-generation wealth is something we can help with. Our team provides full service financial planning. We know you are unique and your financial plan should be as well. Some of the things we can help you with include:
- building wealth,
- creating exit strategies,
- investment planning,
- retirement planning,
- estate planning and
- tax planning.
Our office is in Toronto, Ontario. We’re happy to offer in-person appointments and virtual appointments for Clients throughout Ontario. Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.