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.
Just as each of us is unique as a person, we also have a distinct investing personality. One isn't better or worse than the other, but understanding "who” you are as an investor is helpful, no matter your circumstances, or how much money you have to invest. While it's a complex matter that depends... Read more
As busy parents, just meeting your family's needs each day can eclipse thoughts of the future. Add to that juggling act the cost of running a home, daycare, mortgage and car payments, and it's easy to see how setting funds aside for a child's future education can become something you'll "do later... Read more
The key financial planning lesson that Covid-19 has taught us all, is that no matter how many planning scenarios a person considers, it is extremely difficult to get it perfectly right!
Covid has impacted Canadians' ability to hold, build and keep cash reserves. For many, it has affected their... Read more