Family Financial Hub
It’s important to set goals in life. This is as important with your finances as it is in any other realm. However, if you want to achieve your financial goals, you need a plan to do so. A financial planner can help you create that plan and also act on it. They can break things down into smaller steps that you can take, over time, to move towards financial success and independence. Some of this work may be simple, like creating a budget. Other work may be more intensive, such as creating investment strategies. Learn more about financial planning in the articles we share.
Services
What We Do
Protecting your family
Building more income for retirement
Planning for your children’s future
Meet us better
Family Financial Hub in Numbers
30
years experience
230
reviews
2
advisors
100%
satisfied customers
Your Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
And when special care is needed…
A special needs trust helps care for a special needs child when you’re gone. For this we recommend Special Needs Financial, a Toronto Ontario expert providing financial & estate advice for individuals with disabilities or special needs who specializes in RDSP’s, financial and estate planning, assisting with understanding and ensuring an appropriate Henson Trust, ODSP information and assistance, and living trusts.
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Joseph
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Michelle
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. St. John Financial is not affiliated with any named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.