We work with you.
The brokerage industry has been the subject of intense public scrutiny lately, and for good reason. Lack of performance, bloated cost structures, hidden fees, switching costs... The list goes on. These companies are working against their clients, not for them. You work hard for your money, so why turn around and give it away for free?
This is where we differ.
At Santana Financial, we work for you. We discuss your financial needs, your current goals and future aspirations, then build a custom, comprehensive plan tailored to meet all your objectives. Our team brings a wealth of experience and knowledge of financial products so that we can offer you the best advice available. Together, we will build your investment and retirement plans so that when the time comes, you can live the comfortable life you've been working so hard to achieve.
Get in touch with us to set up a free consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
700 Third Line St. Oakville, ON, L6L-4B1
☎ CONTACT
Cell: (416) 648-4335
Email: info@santanafinancial.com
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
Areas of Practice
Our job is to assess each client's unique needs and provide financial solutions that protect their assets and their lifestyles. Learn more below about the different products that we can tailor to your specific needs.
Estate Planning
By being proactive with your estate plan, you are able to simultaneously build your wealth and protect your family against uncertainty. Estate planning reduces your legal and executor fees by having all the mechanisms in place prior to death. Additionally, a transfer of assets a the time of death triggers a taxable event, and estate planning can reduce your deferred taxes on the above mentioned assets.
Retirement planning
Planning for your retirement is one of the most important steps in anyone's life. It isn't something you start when you're a few years away from putting your feet up, it's a timely process that spans the entire duration of your working career. In order to live the comfortable, dream life you're thinking about right now, you must always be planning for your retirement.
Insurance Products
Individual Risk Management is an essential part of any individual's ability to take on the twists and turns life throws at you. As a full service brokerage firm, we offer all forms of insurance coverage so that the deck is stacked in your favour.
Let's Chat.
We realize that some of our products and solutions can be complex and require further explanation. Use the form below to contact us with any of your questions or concerns. You may also email or call us to make an appointment and sit down with one of our Financial Advisors in order to better understand your needs and goals.