Welcome to Our Home Page We provide financial services to individuals in Mississauga and the GTA, who are seeking to develop, implement and monitor a long-term financial plan. Our plans consider all areas of a person’s finances including tax, retirement, insurance, estate and investment planning. We clarify your current circumstances, identify your objectives, and assist in setting priorities to achieve your goals.
Balanced Financial Investments is a comprehensive financial planning firm with the ability to provide independent, unbiased advice with no selling pressure used when making recommendations. We believe that clients must be given the tools and the time to make the important decisions about their financial future.
"It is not what you earn, it is what you keep that matters."
I work with clients of varying income and asset levels as a starting point to move them towards financial independence. By providing multiple meeting locations and flexible office hours I am able to fit into your lifestyle.
Member of the Canadian Association of Financial Planners (ADVOCIS) since 1991
CFP (Certified Financial Planner) achieved in 1997
I have worked with some of the top financial planning firms in the industry since 1990. These include a major trust company, a bank, an insurance company and various fee-for-service financial planning firms.
Mutual Funds Provided Through FundEX Investments Inc.
Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage and honesty. His writings were characterized by the "rags-to-riches" narrative, which continues to have a formative... Read more
Like many young adults, Lindsay took what her parents had to say with a grain of salt when it came to money. A new college graduate with an entry-level job, she was more interested in spending her paycheques than saving them. Saving was for later, she thought. Life was for living. When her father... Read more
The term 'empty nest' evokes different feelings for everyone. It may have happened way too fast or maybe it took far too long, but with all your children almost grown and out of the house, a new phase of your life is about to begin. As with every stage of your journey, finances will play a key role... Read more