Canadian Financial Planners Standards Council certified CFP(registrant#38094) and Canadian Institute of Financial Planning Registered Retirement Consultant(license number 117389) Professional with 13 years experience helping High net worth Canadians( investable asset 250K +)ensure never run out of money before and during retirement; and helping business owners accumulate more wealth in a tax efficient way.
Works with numerous small business in the private sector and several non-profit organizations for the design and implementation of cost effective health insurance plans for diverse employee groups.
Areas of work: Group Health Insurance for Employees
Investment, Tax Planning and Retirement Planning
Individual Insurance: life, disability, long-term care, critical illness
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.