There are many benefits to investing with us.

Income Protection – you work hard for your money so make sure it is protected. We are not able to predict when things go wrong in life.  Being prepared with an income protection plan is a necessity to ensure that you and your loved ones will be taken care of through sound insurance planning.

Retirement Planning – Saving money for your future is a major focus for every Canadian. It also brings about many questions.  How do I pay for today’s expenses as well as save money to pay for future expenses?  When will I have enough to retire? Will I get to keep the same standard of living? Can I afford to buy a vacation property?  We work with you to identify your retirement needs and the right investments solutions to your unique situation.


But it doesn’t stop there …

Estate Planning – Many of us have a difficult time discussing what will happen when we are gone.  This is a major area of financial planning to ensure you have a plan and that your wishes are carried out as you intended.  We will guide you through this process by working with you and your executor (lawyers and accountants) to make sure that everything runs smoothly.

Assisting Children’s Education – Kids are expensive.  How do you prepare for the costs of education, and other activities?  At MoneySynergy, we incorporate children’s education financial needs into your plan.  Whether you are Mom and Dad, Grandma and Grandpa or Aunt and Uncle, we have the right financial strategies to give the children a good foundation to build on.

Investment Tax Planning – Taxes are a critical and ever-changing part of the planning process.  MoneySynergy will help you stay current of the rule changes that can impact your investments and take advantage of the benefits available to you.

Next Steps…

Get in touch with us to find out more, and discuss your personal financial needs. Get in Touch

Mutual Funds provided through Investia Financial Services Inc.