Informoney Financial Planning
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FREE 24hr recorded message. Are we the right FP for you, call 1-800-778-5584 and listen to important criteria to help you choose. OR CALL US DIRECT at 905-502-6375, for a free consultation. We provide personalized service with compassion. We have learned the importance of a dedicated advisor and team, providing exceptional client care, year after year. Our focus is financial strategy over industry product sales. Whether you are new to financial planning or a seasoned investor, we offer a range of strategic plans that will align with your needs. Beyond being experts in financial fundamentals, we are focused at listening and supporting clients in their unique financial journey. We invite you for a free consultation, whether you are looking for a second opinion or unsure about what steps are involved for implementing a financial plan. more... See more text

Small Business Planning

  • Group Health & Pension,
  • Incorporation Planning,
  • Family Trusts Planning,
  • Business Succession Plans,
  • Corporate Tax Consultancy,

Products and Services

  • Investment & Savings Plans,
  • Starter To Advanced Plans,
  • Financial Planing Services,
  • Insurance Planning,
  • Financial Literacy Focus,
  • Cashflow / Budget Analysis,
    • Retirement Income Planning,
    • Tax Planning,
    • Estate Planning,
    • Divorce Mediation,
  • more...
  • less...

Specialties

  • Tracking Insurance,
  • Low Client-to-Advisor Ratio,
  • Tracking Investments,
  • Coaching Business Owners,
  • Exceptional Customer Service,
  • Starter & Advanced Plans,

Languages Spoken

  • English,

Getting There

  • North Of Square One,
  • Off Hurontario Street,
  • South Of Eglinton,
  • Easy Access To Hwy 403,
Location
2003-20 Kingsbridge Garden Cir, Mississauga, ON L5R 3K7
Useful Information

Opening Hours *Holiday hours

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Thursday
Friday
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Ratings & Reviews - Informoney Financial Planning

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    AaronSilver
    By

    A Simplified Retirement Planning Strategy

    After we met with 2 other financial planners in the area and left quite confused and overwhelmed with information, we were referred to Russell and his team by a family friend. We were very impressed with their knowledge & level of professionalism, especially their ability to understand our specific financial goals and offer solutions that made sense to us. They simplified our investment and estate planning strategy for a very "complicated" family. Their tax-saving advice regarding our family trust proved to be extremely valuable as well. They certainly have our ongoing recommendation. Aaron & Vera, Mississauga

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    Susan53
    By

    Good Service and Good Advice!

    The people I dealt with were very knowledgeable and attentive to my own needs. I ended up with a package that will set me up for retirement. I would recommend them to anyone looking for financial help.

    Are you the owner? Reply or Contact YP

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