Financial Planning
At Model Town Financial Planning, we’re dedicated to empowering you with the knowledge and tools necessary for achieving financial security and prosperity. Our expert team offers personalized financial planning and advising services, including retirement planning, portfolio management, and strategic financial guidance, all tailored to align with your unique financial objectives and comfort levels.
Cash Management
Efficient cash management is key to financial health. It involves creating an emergency fund, managing income wisely, keeping up with mortgage payments, and reducing debt. Let us guide you to financial stability and peace of mind.
Tax Planning
Stay ahead with your taxes and employ strategies to minimize your tax burden. Our approach ensures your taxes are up-to-date while exploring avenues for tax reduction, maximizing your financial growth.
Investments
Tailor your investment strategy with TFSA, RRSP, and non-registered accounts to meet short-, medium-, and long-term goals, including retirement. We’ll help you navigate the complexities to secure your financial future.
Insurance
Protect yourself and your loved ones with comprehensive insurance plans covering health, disability, critical illness, and life. Our personalized advice ensures you have the right coverage for peace of mind.
Estate Planning
Secure your legacy with thorough estate planning, including wills, power of attorney, and designating beneficiaries. We provide expert guidance to ensure your wishes are honored and your loved ones are cared for.
Loved Ones
Planning for your loved ones means ensuring their future is bright. From funding children’s education to caring for aging parents, we help you make informed decisions to support them through every stage of life.