William Szepesi Investors Group Financial Services

Description

Financial Planning in the Ottawa/Gatineau area.
I work to help individuals, families and small businesses achieve financial security and success. By developing a realistic, personal financial plan for my clients, I help them understand and guide their journey, turning their goals and dreams into reality. Working with a great team of specialists in investments, mortgages and life insurance, I offer investment planning, insurance needs analysis, debt consolidation and management, cash flow optimization, retirement planning, education planning, estate planning and income tax optimization/deferral (e.g. using rrsp, tfsa, resp and rdsp). To round out our financial consulting services, we also offer great financial products to allow you to realize your plans: mortgages, lines of credit, term or permanent risk management solutions, and access to an excellent array of mutual funds and equities. Please call or email me today to arrange an appointment.