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  1. Business directory
  2. ON
  3. Oshawa
  4. Financial Services
  5. Life Value Financial

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Life Value Financial PROFILE.logo

Life Value Financial

633 King Street, East #201,  Oshawa,  ON    L1H 1G3
(*) (*) (*) (*) (*)
   Read 2 Reviews
Today: 9:00 AM - 5:00 PM
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  • Call 289-928-2077
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Business details

Description

We are independent financial consultants with more than thirty years of combined industry experience providing dedicated personalized financial service to our clients. Our independence allows us to offer an unbiased objective approach in serving the needs of our clients in assisting them build financial security.
Mission statement: Deliver solutions that build our client's financial security for a life time. Our areas of specialization include Financial Planning, Retirement Planning, Estate Planning and Investment Planning The key to our success resides in an approach that employs a unique and time tested method that protects our client's assets and income. It also allows us to accelerates the accumulation of wealth through tax savings and cost recovery methods in realizing financial security. Confident in our strategy, future results are guaranteed. With the use of the Wealth Acceleration and Protection program TM we follow three Easy Steps to Realizing Financial Security: (a) coordinate the accumulation of assets; (b) integrate financial decisions; and (c) measure every financial decision for efficiency and effectiveness. The program allows every member to develop a clearer vision of their financial future with an effective plan in place for achieving their financial goals.

Certifications and associations

B.A. Economics, Licensed Life Insurance Agent, Mutual Fund Licensed, Member of Greater Oshawa Chamber of Commerce

Categories

  • Financial Services

Brands

  • Canada Life, Manulife Financial, Desjardins Financial, Sun Life Financial, Assumption Life, Foresters Life Insurance, Ontario Blue Cross, Industrial Alliance, Transmerica Life, Equitable Life

Parking detail

  • Free

Language options

  • English

Business hours

  1. Monday 9:00 AM - 5:00 PM
  2. Tuesday By appointment
  3. Wednesday 9:00 AM - 5:00 PM
  4. Thursday 8:00 AM - 8:00 PM
  5. Friday Closed
  6. Saturday Closed
  7. Sunday By appointment

Additional contact

  • Phone 905-240-2074

  • Email info@lifevaluefinancial.ca

Business reviews

Featured

Patricia Woodroffe
(*) (*) (*) (*) (*)
  12 years ago
I like the integrated approach to financial planning this company uses. All aspects of finance - private pensions, CPP, OAS, insurance and medical policies, mortgage - are brought together in one package using a highly efficient computer system which gives you a clear picture how you stand financialy now and at any time in the future. I have certainly benefited from using the system and advice that Life Value Financial offers.

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