Finances… Simplified
Every day you wait makes your goals harder to reach
It’s simple! Book your FREE consultation to get started
Investment
Whether RRSP’s, TFSA’s or other vehicles, we simplify your investments without sacrificing performance. Sit back and watch your assets grow.
Mortgage/Personal Insurance
Not all insurance is created equal and it’s usually much more affordable than people think. With dozens of companies and hundreds of products, we figure out the best, most affordable fit for you and your loved ones.
Estate and Succession Planning
Estates are never “simple”. We work with your lawyer and structure your assets to be divided the most efficient and uncomplicated way to make the transition as simple as possible.
Tax Planning
Decreasing your tax burden doesn't have
to be complicated. Simple strategies can make a big impact. Let us show you how.
Whether running your business or household we advise on, and implement, strategies to save you money, make you money, or minimize your risk. As Independent Advisors we help you organize your financial and risk management so you have more time for the things that matter.
We take time to listen, gather all the information (assess) needed to fully understand your financial picture and behaviour to create a custom plan tailored to your needs.
Contact
☎ CONTACT
F: 289-667-0358
Testimonials
Over the years CAL Financial took us from simple family finances to more complex business needs, including group benefits for my employees, seamlessly! We know we’re in good hands
John
I've been working with CAL Financial for several years now. regular reviews ensure my goals are still being met. I always refer my friends, family and clients to CAL Financial for their tailored financial services.
Sharon
CAL Financial is the best financial advising firm we’ve ever had. They are professional, friendly and approachable. They always get back to me the same business day, usually within hours. Best of all, our advisor never changes like at your typical bank!
John and Carla