Services

Financial Planning

At Colosimo Financial, your financial health and security is our priority. We will work with you to accomplish your short and long-term goals.

• Mutual Funds
• Stocks
• Segregated Funds*
• RRSPs
• GICs
• Term Deposits
• Retirement Products
• Life Insurance*
• Disability/Critical Illness Insurance*
• Long Term Care*
• Group Benefits
• Pensions
• Individual Health and Dental*
• Travel Insurance*
• Labour Sponsored Funds

View Financial Planning Process

Retirement Planning

At Colosimo Financial, we create retirement plans to protect our clients from low interest rates, market fluctuations, and inflation. Our goal is to help our clients enjoy the retirement of their dreams.

• Mutual Funds
• Segregated Funds*
• RRSPs
• GICs
• Term Deposits
• Labour Sponsored Funds

Wealth Management

At Colosimo Financial, we develop plans to help clients build wealth in their lifetime and distribute it upon their passing. We use outside resources and take advantage of tactical positions in the market to help build and strengthen our clients' portfolios.

• Mutual Funds
• Segregated Funds*
• RRSPs
• GICs
• Term Deposits
• Labour Sponsored Funds

Personal, Business and Estate Planning

At Colosimo Financial, we will assess your current business and personal insurance needs and review them on a regular basis as part of our customized financial plans. We will work with your current accountant and lawyer to incorporate all of your pertinent financial information.

• Life Insurance*
• Disability/Critical Illness Insurance*
• Long Term Care*
• Travel Insurance*

Tax Planning

At Colosimo Financial, we strive to keep our clients' money in their pockets so that it works for them instead of being lost to government taxes. Our investment decisions minimize tax while maximizing returns. We will work with your current accountant and lawyer to provide total planning in all areas affected by taxation.

• Life Insurance*
• Mutual Funds
• Segregated Funds*
• RRSPs
• GICs
• Term Deposits
• Labour Sponsored Funds

Employee Benefits

• Group Benefits
• Pensions

* Offered through Canaccord Estate Planning Services Ltd.