top of page

TODAY, TOMORROW, TOGETHER...

TAKE CONTROL OF YOUR FINANCES

HOW WE WORK

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life.

SERVICES

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

COMMITMENT

We know that personal service is key to helping you find the right solution for your financial security needs. Contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have.

 

"After just one session, you’ll feel more in control of your budget, your savings goals and your life."

Patricia & Jacob W.

ABOUT US

Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.

We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

contact
Avelar_Vanessa_edited.jpg

FINANCIAL PLANNING

"I can't begin to tell you how grateful  I am that a friend referred us to you. You are extremely knowledgeable and personable and have not only become our financial advisor but also a friend."

Vanessa A.

STAY IN THE FINANCIAL KNOW...

Thanks for submitting!

CONTACT US

  • LinkedIn
  • Facebook
  • Twitter
  • YouTube
  • Instagram

10B-4 McLaughlin Rd. S., Brampton, ON., L6Y 3B2

hello@kevinmoniz.ca  Tel: (647) 361-9151

Thanks for submitting!

bottom of page