Financial Independence
We can take you there!
Whether you want to sail the South Pacific or invest in an RESP.
Portlington Financial can assist you in meeting your financial goals.
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Why You Should Choose
Portlington Fiancial
Approach
Portlington Financial is all about low costs, high ethics and personal service.
Our goal is to provide you with a combination of investments that will provide you and your family long term results.
How It Works
First we will review where you are now and where you want to be. Secondly we research the investment alternatives available to you and suggest an investment strategy that will achieve your goals. Thirdly we will monitor your investment portfolio and adapt to changing markets and goals.
Our Services
Investment Plans
We offer a wide selection of Services to meet your financial goals. Wealth Management encompasses an array of options including Equities, Bonds, Real Estate, Tax and Insurance. Portlington Financial can assist with these options to grow your portfolio and meet your financial goals.
Plan
Retirement Plans
The retirement planning process looks to determine your retirement goals and the necessary steps to achieve them. Retirement planning includes identifying sources of income, estimating expenses, projecting retirement income needs, implementing a savings program and effectively coordinating your post-retirement income sources by selecting the right retirement account types (RRSP, RRIF, LIRA, LIF).
Grow
Financial Planning
The financial planning process identifies and takes steps to achieve your key financial objectives (e.g. debt reduction, major purchases, retirement savings or education funding). It involves the development and ongoing review of a plan to determine if you are on track to meet your financial needs throughout the various stages of your life.
Manage
Estate Planning
The estate planning process allows you to preserve your legacy. It involves developing a plan that can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected. This essential step maximizes the legacy to your family, charities and other beneficiaries.
Performance
Tax Efficient Strategies
The tax planning process helps you to meet your tax obligations while achieving tax efficiency through a number of strategies. These tax minimizing strategies include the selection of appropriate investment plans and retirement plans.
Partnership
Risk Management
Managing risk is an important part of protecting your wealth, lifestyle and independence. The risk management process uses a variety of insurance strategies and investment planning to protect you and your family by reducing the financial impact caused by potential adverse events such as disability, illness or death..
Ambition
Education Planning
Saving for post-secondary education is an important milestone – whether it’s for a loved one or yourself. The education planning process allows you to prepare and save for the goal of post-secondary education and take advantage of government grants and investment vehicles that maximize the potential for tax-free growth.
Just Click the Image to send us an email about your interest in a Complimentary Consultation.
Contact
Get In Touch
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