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.
Canadian couples rely upon Government pensions, CPP and Old Age Security (OAS) for a significant portion of their total retirement income planning, which can equal 20% to 50% or more, of their actual or projected total retirement incomes. Corporate and personal pensions (such as RRSPs and TFSAs and... Read more
We've all read or heard about the unlucky family that is wiped out by a house fire and didn't have any fire insurance. All too often, people mistakenly believe that it won't happen to them. The reality is that bad things CAN happen and there is nothing that guarantees they will be immune from... Read more
Joint ownership is used by millions for various reasons. When problems arise, they are usually unintentional and it can be too late to remedy them. For example:
Jane wants to avoid probate with as much of her estate as possible. She also wants her daughter, Sally, to have easy access to her cash at... Read more