Business Details
Your Trusted Partner for Comprehensive Financial Solutions
Horizon Financial Group has established itself as a leading provider of comprehensive financial solutions in Southern Ontario. With over a decade of experience, we specialize in pension services, employee benefits, and wealth management, serving individuals and businesses seeking strategic financial planning. Our team of certified professionals employs a process-driven approach to help clients achieve their short- and long-term financial goals.We pride ourselves on delivering personalized service, as evidenced by our client testimonials highlighting exceptional support and expertise. As one of Canada's top 50 wealth management firms, we combine industry knowledge with a commitment to client success, offering tailored strategies for retirement planning, estate management, and investment growth while maintaining the highest standards of professionalism and transparency.
Services
Retirement Planning
Estate Planning
Employee Benefits
Investment Management
Insurance Solutions
Pension Services
Tax Planning
Wealth Transfer
Business Succession
Financial Counseling
Highlights and features
- We offer over a decade of experience in Canadian wealth management
- Our team provides personalized financial strategies for individuals and businesses
- We maintain a process-driven approach to financial planning
- Our advisors hold advanced professional designations
- We guarantee prompt response times for client inquiries
What people say
Outstanding financial rep
Expert advice
Trust Marc
Exceptional service
Prompt response
Services
Retirement Planning
Our retirement planning services help individuals and businesses create sustainable income strategies for the future. We analyze current financial situations to develop customized pension solutions that ensure long-term security. With expertise in registered retirement plans and tax-efficient withdrawal strategies, we help clients transition smoothly into retirement while maintaining financial stability.
Estate Planning
We specialize in creating comprehensive estate plans that protect assets and facilitate smooth wealth transfer. Our services include wills, trusts, power of attorney arrangements, and tax-efficient inheritance strategies. We help clients ensure their wishes are honored while minimizing legal complications and tax implications for their beneficiaries.
Employee Benefits
Our employee benefits consulting helps businesses design competitive health and wellness packages. We work with employers to create customized solutions that improve workforce satisfaction while remaining cost-effective. Services include health insurance, dental coverage, disability protection, and wellness program development tailored to specific organizational needs.
Investment Management
We offer professional investment management services across various risk profiles and time horizons. Our expertise includes mutual funds, segregated funds, and tax-advantaged savings plans. We help clients build diversified portfolios aligned with their financial goals while implementing strategies to protect against market volatility and maximize long-term growth potential.
Insurance Solutions
Our comprehensive insurance planning covers life, disability, critical illness, and long-term care coverage. We help clients assess their protection needs and implement appropriate risk management strategies. We offer both term and permanent insurance solutions while ensuring adequate coverage for personal and business-related financial obligations.
People
Marc Sayer
President & Chief Investment Officer
Marc Sayer, MBA, has over a decade of experience in financial planning and investment management. He specializes in personalized wealth strategies and has helped numerous families achieve their financial goals through tailored solutions and exceptional client service.
Valerie Sayer
Vice President & Senior Financial Advisor
Valerie Sayer brings extensive expertise in financial advisory services, focusing on comprehensive wealth management strategies. With years of experience in the industry, she helps clients navigate complex financial decisions and develop sustainable long-term plans.
Barrie MacDonald
Financial Advisor
Barrie MacDonald provides personalized financial advisory services, specializing in retirement planning and investment strategies. He works closely with clients to understand their unique needs and develop customized solutions that align with their financial objectives.
Gregory Klein
Benefits Consultant
Gregory Klein, B.Comm., specializes in employee benefits consulting, helping businesses create competitive compensation packages. He focuses on developing comprehensive health and wellness programs that improve workforce satisfaction while maintaining cost-effectiveness for employers.
Conner Anastasakos
Financial Advisor
Conner Anastasakos offers expert financial advisory services with a focus on personalized planning solutions. He works with clients to develop comprehensive strategies that address both immediate needs and long-term financial security goals.
Questions
What financial services do you offer for business owners?
We provide comprehensive solutions for business owners including retirement planning, employee benefits packages, succession planning, and estate management strategies tailored to your specific business needs.
How do you help individuals with retirement planning?
We analyze your current financial situation, create personalized retirement strategies, and implement tax-efficient withdrawal plans to ensure sustainable income throughout your retirement years.
What areas do you serve?
We primarily serve clients in Southern Ontario, providing both in-person consultations and remote financial planning services to individuals and businesses across the region.
What makes your firm different from other financial advisors?
Our process-driven approach combines over a decade of experience with personalized service, as evidenced by client testimonials praising our expertise, responsiveness, and tailored financial solutions.
Do you work with young families on financial planning?
Yes, we specialize in creating customized financial plans for young families, including estate planning, education savings, and long-term wealth-building strategies tailored to their unique needs.
