at 200 Yorkland Blvd. - Suite 300, Toronto , M2J 5C1 Canada
Dedicated to providing holistic planning solutions to individuals, families, and small business owners eager to take control of their finances.
Many people I work with were concerned about their financial future. The 3 main issues I hear are: 1. They were worried because they had no plan or the plan they had did not cover all the basis (i.e., tax efficient investing, risk management, etc.) 2. The plan they had was simply not meeting the goals they had set, and no effort had been made to 'bridge the gap' 3. The relationship with their advisor was substandard; either they were receiving poor service or no service at all I provide all my clients with a personal financial plan that covers all the basis (i.e., retirement planning, tax efficient investing, risk management, etc.). In addition to providing my clients with this plan, I also maintain open lines of communication to ensure that we are always working towards their goals, and have made it clear to them that I am always available.
Kostas Foussias, Financial Consultant - Investors Group is Toronto based place and this enity listed in Estate Planning category. Located at 200 Yorkland Blvd. - Suite 300 ON M2J 5C1. Contact phone number of Kostas Foussias, Financial Consultant - Investors Group: 416 725 1253
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