Financial Security and Peace of Mind
Integrity | Knowledge | Dedication
Investments and Financial Planning
Corporate and Personal Insurance
We have helped people who wondered:
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How much life insurance do I need?
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Is Term or Whole Life better for my situation?
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Am I saving enough for retirement?
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How can I generate more wealth?
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How long is my money going to last?​
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How much more do I need to start saving NOW in order to reach my goals?
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What could it look like if I don't get the return we've planned for?
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How can I reduce my tax liability?
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Does it matter in what order I spend my assets once I retire?
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To learn more call
647-208-3080
Helping You Achieve Financial Security
Take control of your family's future
INTRODUCTORY CONSULTATION
Dedicated to you
RESEARCH AND PLANNING
Superior Assistance
IMPLEMENTATION
Your journey begins
For Your Peace of Mind
Financial planning focuses on you and all the financial and psychological factors that impact your life. It includes financial and personal goals and how you feel about how to achieve them.
A well-designed plan will help you achieve these objectives, and give
you a greater sense of security. It is built on a process incorporating your current and future finances including budgeting, savings, investments, insurance, as well as tax and estate planning.
We start by gaining an understanding of your objectives and goals, and the order in which you want to achieve them. Forecasts and decisions based on sound reasoning will yield better results than those based on emotion - this is why the process is so important.
Successful outcomes are built on effective communication and strong relationships.
Achieving financial security for you, and those you care about the most, will help you live a happier and more fulfilled life.
Take a step towards a happier life!
Find Out More Now
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Wealth Accumulation
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​Tax Advantaged Retirement Strategies
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​Generational Wealth Transfer
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Immediate Finance Arrangement - IFA
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Corporate Owned Insurance
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Personal insurance
J Edward Duggan
edward financial
17665 Leslie St, Unit 27
Newmarket ON
L3Y 3E3
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647-208-3080