The Financial Centre of Collingwood is a full service financial institution offering you personal attention in a comfortable atmosphere. Our only focus is helping you achieve your goals. With decades of experience in helping people just like you achieve financial security, our team is very well equipped to assist you with all of your financial needs.
We obtain the BEST RATES for you by shopping nationally, through Banks, Trust Companies and Insurance Companies, for Guaranteed Investment Certificates (GICs), Term Deposits, RRSPs, RRIFs, Annuities, and Life & Health Insurances, providing local service on all products.
This broad spectrum of products and companies ensures that your portfolio and plan will be the design which best suits your investor profile and goals. The best part is you don’t pay any fees for placing your investment, as the companies we place your investment with pay for our service!
Comprehensive assessment of your current position, your future goals and what will help you achieve those goals. We will help you deal with the complexities of accumulating assets, and plan for their distribution, optimizing the benefits to you, the organisations you want to support and your family.
Tax-related services, including the preparation of your annual return, designed to minimize the tax which you pay and straighten out the confusing array of tax problems that you face alive and at death.
Investment and income planning plus pre-retirement counselling for a retirement complete with joy and dignity.