Vantage Planners > Financial Planning > Services
Our Services - Page 1
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Here at Vantage Planners Group Inc, we offer over 2 decades of experience in financial and tax planning. Our unique value comes from the way we integrate all the different aspects of your personal finances into a single comprehensive financial plan.Because of our network of specialized professionals, we are able to offer a plan which keeps the big picture in mind: your long-term financial success.
The major focuses will be on:
| Investments | Tax Planning | |
| Estate Planning | Retirement Planning | |
| Education Planning | Debt Management |
Investments - Top
With such a wide variety of investments to choose from, picking the right one can be daunting. Vantage Planners Group is committed to help you design a portfolio you are comfortable with. After all, choosing the right investments may be your ticket to that new car, your dream vacation or early retirement.
We believe in approaching your investment portfolio with the bigger picture in mind. At Vantage Planners we will take into consideration all areas of your finances, and use this information to structure a portfolio that meets your needs.
We are proud to offer you a wide variety of investment products such as Mutual Funds, GICs, Bonds through our mutual fund dealer Armstrong and Quaile.
About A & Q -- Armstrong & Quaile Associates Inc. is a Mutual Fund Dealer with an associated company, Armstrong & Quaile Life Insurance Agency. A&Q has been licenced for Mutual Funds in Ontario since June 1991, and more recently in Alberta, Manitoba, Quebec, New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland.
Estate Planning - Top
How will you pay your debts? How will you pay for probate and legal fees? What about deferred taxes? There are endless questions to ask regarding the planning and disposition of your estate. At Vantage, we will simply this process by providing you with your options and the financial impact each of these will have on your financial position.Education Planning - Top
The average cost for one year at a Canadian University, can range from $12 000 to $25 000, depending on the university. Withough adequate savings, there are a number of ways to finance your children's education including RESPs,student loans, mortgage lines of credit and RRSP withdrawals. In order to provide you with the best results, we will conduct a detailed analysis of your current and projected future financial situation.
Furthermore, we will ensure that whichever method you choose, it is aligned with your risk tolerance as well as your long-term financial goals and objectives.
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