Certified Financial Planner Canada

Visit Our Official Website : http://www.guaranteedinvestments.com

Who is a Certified Financial Planner?

A Certified Financial Planner in Canada is a qualified investment professional who helps individuals meet their long-term financial objectives by analyzing a client’s status and planning a program to achieve that client’s goals. However, just because someone is a Financial Planner does not mean that they have expertise in Tax Planning, Asset Allocation, Risk Management, Retirement and/or Estate Planning.

 

 

Certified Financial Planners in Canada

For one reason or another some individual’s feel they need to have a Certified Financial Planner in Canada as a financial advisor or financial planner. In Canada, Certified Financial Planners can work for a variety of financial and investment institutions including some brokerage companies, insurance companies and financial institutions including banks, credit unions and trust companies.

Dealing with a Certified Financial Planner in Canada does not guarantee that you will have access to unbiased professional advice. Certified Financial Planners depending on what type of firm they work at, in some cases, if not in most cases, are limited in terms of what types of products they can offer their clients. Certified Financial Planners don’t necessarily have access to all the products in the Canadian marketplace.

 

Certified Financial Planners (CFP) Canada – High Quality Investments

Guaranteedinvestments.com provides individuals with access to high quality investment products including annuities, guaranteed investment funds, insured annuities, and guaranteed minimum withdrawal benefit plans, guaranteed lifetime withdrawal benefit plans and much more. Dealing with a Certified Financial Planner does not guarantee you will have to all these types of products. The advisors at guaranteedinvestments.com have a variety of credentials including the Certified Financial Planner designation and many other high rated industry designations including CFA, CIM, FSCI and MBA. There are thousands of Certified Financial Planners in Canada, and just because someone has the designation does not mean that they have access to a wide variety of products and services. In addition it does not mean that a Certified Financial Planner will be able to provide you with in-depth tax advice as a variety of financial institutions do not want their advisors to provide tax advice.


About Guaranteed Investments
Guaranteedinvestments.com is located on Bay Street downtown Toronto in Ontario, Canada. The professional financial advisors at Guaranteedinvestments.com have 35 years of combined experience in financial services. The financial professionals of Guaranteedinvestments.com have provided advice to thousands of individuals and business owners over the last 18 years and have helped invest or advised on over $200,000,000 in investible assets. The financial advisors at Guaranteedinvestments.com also have experience with Estate Planning and Tax Planning and have saved Canadians a considerable amount of tax monies.
The financial advisors at Guaranteedinvestments.com hold credentials and titles which include “Certified Financial Planner”, “Chartered Financial Analyst”, “Masters of Business Administration (MBA)” and “Certified Investment Manager”.
Investment products offered by Guaranteed Investments include but are not limited to: Guaranteed Investment Funds, Segregated Funds, Annuities and Insured Annuities, Guaranteed Withdrawal Benefit Plans and Guaranteed Lifetime Withdrawal Benefit Plans.
Disclaimer
“The information and content on this website should not be viewed as financial advice nor should it be viewed as a solicitation for investment purposes. The information should be viewed as general information and does not replace the advice and recommendations of licensed and accredited advisors including financial planners, lawyers, trust advisors, accountants and other industry professionals. Investment product information is available in prospectuses and information statements and should be reviewed carefully before investing. Not all investments are guaranteed in value and unit values on certain investments will fluctuate.”

TS Wealth Inc.
1033 Bay Street, Suite 221
Toronto, Ontario,
Canada, M5S 3A5


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