What We Do

Financial Planning

At Colosimo Financial, your financial health and security is our priority. We will work with you to accomplish your short and long-term goals.

 

  • Mutual Funds
  • Segregated Funds
  • RRSP's
  • GIC's
  • Term Deposits
  • Retirement Products
  • Life Insurance
  • Disability/Critical Illness Insurance
  • Long Term Care
  • Group Benefits
  • Pensions
  • Individual Health and Dental
  • Travel Insurance
  • Labour Sponsored Funds

Retirement Planning

We create retirement plans to protect our clients from low interest rates, market fluctuations, and inflation. Our goal is to help our clients enjoy the retirement of their dreams.

Wealth Management

We develop plans to help clients build wealth in their lifetime and distribute it upon their passing. We use outside resources and take advantage of tactical positions in the market to help build and strengthen our clients' portfolios.

Personal, Business and Estate Planning

We will assess your current business and personal insurance needs and review them on a regular basis as part of our customized financial plans. We will work with your current accountant and lawyer to incorporate all of your pertinent financial information.

Tax Planning

We strive to keep our clients' money in their pockets so that it works for them instead of being lost to government taxes. Our investment decisions minimize tax while maximizing returns. We will work with your current accountant and lawyer to provide total planning in all areas affected by taxation.