uncovering obstacles and opportunities v1(1)
DESCRIPTION
Ralph Umansky CFP, President of BestPlan Financial Strategies Inc, Vaughan, Ontario outlines strategies relating to financial planning that can offer advantage through awareness. A holistic approach to planning connects the dots to other needed professionals.TRANSCRIPT
$800,000 capital gains exemption,up from $750,000.
We are independent brokers with access to a wide range of products and
services from leading Canadian Insurance and Investment Providers.
More choice equals better value!
We think two moves ahead. We offer a unique diagnostic financial planning
Why is BestPlan Different?
process that can uncover and correct hidden weaknesses which may prevent you
from achieving your personal and business financial goals. We recommend
solutions to fit your needs and budget, adapting to the changing stages and
events in your life.
Services - What can BestPlan do for you?
Plan The Money Find The Money Protect The Money Grow The Money
• Find the best value in Life, Disability, Critical Illness, Permanent andTerm Insurances to protect your family.
• Group Benefits, Creditor-Protected, Tax-Sheltered Investments,Managed Investments, Retirement Strategies & RRSP’s.
• We suggest risk reduction strategies to help better preserve and grow your wealth.
• Personal and Business Holistic Financial Planning Advice.
• Ralph Umansky is also an Independent Mortgage Agent withThe Mortgage Centre (Lic# 10584)
Visit our website at www.bestplan.ca
BestPlan Financial Strategies Inc.Financial Professional Centre97 Saramia Crescent, Suite 3Concord, ON. L4K 4P7
Ralph Umansky, CFP
President, BestPlan Financial Strategies Inc.
Tel: 905-532-0427 • Email: [email protected]
Over 25 years consulting experience toindividuals and businesses.