Best Investment Service Ontario Near Me

4worldlovers: Integrity Financial and Insurance Services, The IFIS Group, develops tailored financial plans for individuals, couples and businesses using prudent wealth planning techniques.

By focusing on building long term, mutually beneficial relationships with our clients, we strive to create a family-type atmosphere in which our clients truly feel as though their financial interests and well-being are the priority.

Founded in 2008, Integrity Financial and Insurance Services was borne out of the coming together of four very distinct individuals who found common vision in the concept of developing a truly client-centric financial planning company. To that end we are committed to working in partnership with our clients to develop customized financial planning and risk management strategies to CREATE, BUILD and PROTECT Legacies.

We invite you to visit with us and learn about the powerful risk management and financial strategies we employ to fit your specific needs.

"Always doing the right thing, even when no one is looking!"

Do you know how to set up your financial goals for success? This knight does.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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My wife and I have been working with Falcon Wealth Planning for about 5 or 6 years. The relationship has changed our...

My mom, (at 86 years old) needed to obtain a reliable financial investment to provide some monthly income. She had ...

*Reviews contain testimonials by users of our services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our services. We do not claim, and you should not assume, that all users will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The views and opinions contained in the testimonials belong solely to the individual user. Users are not paid or compensated for their testimonials

Wealth Management Solutions to Fit Your Financial Need and Unique Lifestyles

Strategizing how to effectively manage your wealth for generations to come.

Ensuring that you’ll be able to reach personal financial stability while meeting the economic stipulations of your company.

Establishing financial security that will last you throughout the next step in your life.

Helping clients arrange a plan that will ensure their family’s future and security.

Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER Professionals who help clients across the country.

Most people do not know what to do with their money. They don’t want to make risky decisions, pay high fees, or invest in products that are not tax beneficial.

The financial planning industry doesn’t make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.

We don’t try to sell you anything or charge hidden fees.

TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

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Falcon is an unpretentious wealth management firm, with a heavy focus on tax planning, serving everyday Americans.

Whereas most other financial advisory firms’ first response to every tax question you have is: “Consult with your tax professional”, our first and ongoing investment planning action plan is CENTERED around your tax situation.