Secure Financial

Secure Financial Education Services is a leading financial advisory firm that has been providing financial and estate planning services since 1992. Our clients benefit from our integrated advice that includes taxes and estates, investing for specific needs such as education, investing for growth (registered and non-registered), and ultimately receiving a retirement income and financial security. Our mission is to provide educational seminars on personal finance, filling a gap in the public's education about planning for long-term financial well-being. Over time, we have evolved into a firm that provides total financial advisory services, concentrating on individual and family financial security.

We believe that financial planning is an essential part of any individual or family financial program. Our clients trust us to help them create successful strategic plans from the ground up, customized to individual goals and objectives. Our team of experts is committed to helping you and your family plan and achieve your financial success by showing you all the pieces of your financial puzzle and giving you the support you need to put them all together. You don't have to be a millionaire to have a financial advisor. They can benefit individuals with a vast array of income levels. In fact, recent research has shown that families who use advisors for their financial planning accumulate over twice as much wealth as those who try to manage their money alone.

Our Services

At Secure Financial Education Services, we offer a range of financial services that cater to our clients' unique needs. Here are some of the services we offer:

Retirement Planning

Retirement planning is a crucial aspect of financial planning. Our team of experts will help you plan and prepare for a comfortable retirement income. We offer a range of products suited to your needs, helping you to achieve your financial goals and enjoy your golden years.

Tax and Estate Planning

Tax and estate planning is an essential part of financial planning. Our team of experts will help you plan now to ensure you don't pay more tax than you have to, and that your estate provides everything you want for your family. We will work with you to develop a tax-efficient estate plan that minimizes taxes and maximizes the value of your estate for your beneficiaries.

Investments and Financial Planning

Investing prudently and reviewing your plan as needs change is the cornerstone to a successful financial future. Our team of experts will help you develop and implement your financial plan now to use time to your advantage. We offer a range of investment products that are tailored to your goals, risk tolerance, and time horizon. Our experts will help you navigate the complex world of investments and provide you with the support you need to make informed investment decisions.

Do you find that your finances are a puzzle where the pieces don't seem to fit? At Secure Financial Education Services, we are here to help you and your family plan and achieve your financial success by showing you all the pieces of your financial puzzle and giving you the support you need to put them all together. Contact us for a complimentary review of your current financial plan, and more details on homeowner lines of credit as offered through Manulife Bank, tax-free savings accounts, education savings plans and all other investment products that are available to help you Secure Your Financial Future.