Professional Financial Services located in Orangeville, serving clients across Ontario and British Columbia. At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice. Investment & Retirement advice to individuals, farm operations and business owners.
We can evaluate insurance needs and provide a quote for coverage. Investment options for an inheritance or proceeds from the sale of a business, real-estate or farm quota. A Certified Financial Planner (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC).
We can evaluate insurance needs and provide a quote for coverage. Investment options for an inheritance or proceeds from the sale of a business, real-estate or farm quota. A Certified Financial Planner (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC).
Services
At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice, to clients throughout Ontario and British Columbia. Our clients are individuals and families, retirees, farmers and business owners spanning all age groups. We employ a conservative wealth management process that aims to minimize the risk and volatility in your investment portfolios.
Since working with Terry Sullivan and Trevor Pugh they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio.
Saving for retirement can seem like a daunting task, and without a plan having enough for retirement may seem out of reach. With our clients we take a collaborative and educational approach to retirement planning. Whether you're just starting out, mid-career or already retired, let us help develop a plan and road map to reach your retirement goals.
As education costs continue to rise and outpace inflation, it is increasingly more important to start saving early for a child's post-secondary education. To give an idea of cost, average undergraduate tuition in 2017-2018 was $6,571 (StatsCan) and this does not include accommodation, meals or books.
Tax is something that impacts everyone, so good tax planning is paramount to any financial plan. Whether you are retired or in your working years, tax is an important area that can't be overlooked. In depth tax discussions often lead to questions about taxation on our assets after we're gone and how this impacts beneficiaries; estate planning can map out the most efficient way to pass along your assets to loved ones.
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