Why choose us?

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We are there for you when you need us

We offer the most competitive rates by examining your needs and matching you with a plan that is right for you. By offering personal one on one consultation, and being there for you whenever you need us, you can be at ease knowing that your financial needs are being taken
care of.

Why choose Moneyvest Financial
A personal financial plan is very important. We can assess your individual needs and provide solutions that will allow you to reach them.

Strategic Planning: At Moneyvest Financial Services, our objective is to develop the best strategic design for your financial plan.

Areas of Specialization: At Moneyvest Financial Services, we suggest personal financial planning solutions with emphasis on:
  • Compensation and Benefits Planning
    • Group plans
    • Layered and private plans
  • Estate Planning
    • Wills and trusts review
    • Freezing and divestiture planning
  • Tax Planning
    • Income splitting
    • Deferrals
    • Conversions
  • Retirement Planning
    • RRSP's
    • RRIF's
    • Annuities
    • SWP's
    • Insured annuities
  • Business and Corporate Planning
    • Low rate of tax
    • Capital gain exemption
    • RCA's and bonus planning
  • Year-end planning
  • Asset Protection and Preservation Plans
    • Trusts

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Some of our Services

  • RESP/RRSP/RRIF

    Registered Education Savings Plan and Registered Retirement Savings Plans [more]

     
  • Insurance

    Life, Critical Illness, Disability, Group, Guaranteed Life, and Mortgage insurance [more]

     

  • Investments

    We offer many different investment options including Segregated Funds, Mutual Funds. [more]

     
  • International Insurance

    International travel can be an exciting adventure, but it can also bring many unpredictable situations if you should need medical care while you're abroad. [more]