This is a promise that we passionately try to keep by making sure our clients are properly advised when making Investments and buying Life and Living Benefits Insurance. Protecting their family from the impact of premature death or disability before retirement. We believe the best way for people to achieve their financial goals is to seek the advice of an honest, knowledgeable, dedicated financial advisor.
Whether you are a current or future client, our business goal is to be the "honest, knowledgeable, dedicated financial advisor" for you. Investor Profile: Review your investment goals, tolerance for risk, investment time horizon and investor knowledge and sophistication. Asset Allocation: Determine the percentage of total investment that is invested in the 3 main investment Categories - Cash, Fixed Income and Equities.
Whether you are a current or future client, our business goal is to be the "honest, knowledgeable, dedicated financial advisor" for you. Investor Profile: Review your investment goals, tolerance for risk, investment time horizon and investor knowledge and sophistication. Asset Allocation: Determine the percentage of total investment that is invested in the 3 main investment Categories - Cash, Fixed Income and Equities.
Services
Paul Antonacci grew up in Thornhill, Ontario and currently lives in Woodbridge with his wife, Consuelo and daughter Daniela. In 1987, Paul entered the financial services industry where he learned a financial planning approach which involved making recommendations based on the "Total Needs of the Client".
Estate Planning Needs Analysis: Solving Capital Gains Tax Problems, Business Succession and Family Law Act Problems with Insurance. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.
In order to provide our clients with the variety and choice in their investment and insurance programs we have access to a large array of Investment Fund and Life Insurance companies. In my 31 years as an Independent Financial Advisor I have had the opportunity to deal with many Investment and Life Insurance companies and based on my experience, I feel that Manulife is among the very best financial companies in the world.
Deadline to contribute to an RRSP for the 2019 tax year (including Home Buyers' Plan/Lifelong Learning Plan repayments). Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife. Start earning a high interest rate on all your money with a combined chequing and savings account.
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