A single advisor cannot be an expert in all things. By working in collaboration, we are able to call on a full range of analytical skills, experience and judgment in delivering our services. As one of Oakville’s premier independent advisory group, Foley Financial can shop the market and find the financial products that best suit you and your lifestyle needs. They include (but are not limited to):
- Mortgages*
- GIC’s
- Mutual Funds
- Life Insurance Segregated Funds*
- Critical Illness insurance*
- Disability Insurance*
- RRSPs
- TFSA (Tax Free Savings Account)
- RESPs
- RRIFs
- High yield savings account
- Canadian and US dollar investment accounts
- Annuities*
We also provide planning for:
- Financial Independence
- Retirement Income
- Investment Accumulation
- Tax Efficient Strategies
- Socially Responsible Investment Strategies
- Estate Planning and Risk
Disclaimers:
"Mortgages provided by:"
"Insurance products provided through Dundee Insurance Agency Ltd."
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc./Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services powered by Invis. This site is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.