Professional Financial Services located in Orangeville, serving clients across Ontario and British Columbia
At Starview Financial Advisors we provide comprehensive financial planning and independent investment and insurance advice.
Our services:
Investment & Retirement advice to individuals, farm operations and business owners. We manage Investment Portfolios, Retirement Accounts (RRSP, RRIF, Locked-In Plans), Tax Free Savings Accounts (TFSA), First Home Savings Accounts (FHSA), Education Savings Plans (RESP).
Insurance Planning & Advice for Life Insurance, Disability and Critical Illness Insurance. We can evaluate insurance needs and provide a quote for coverage.
How can we help?
- Guidance on how much you will need in retirement and how to get there
- Provide a second opinion on an existing investment or retirement portfolio
- Investment options for an inheritance or proceeds from the sale of a business, real-estate or farm quota
- Advice for investing a severance, commuted pension or bonus from an employer
- Recommend protection for wealth
Why Choose a Certified Financial Planner?
A Certified Financial Planner® (CFP) certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the Financial Planning Standards Council (FPSC). Only those individuals who have met rigorous education, examination, experience, and ethical requirements earn the right to call themselves CFPs.
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News
Join Us for the Grand Opening of Our New Office!
You're invited to celebrate the grand opening of our new office! Thursday, October 24th from 4pm - 6pm 685 Riddell Rd, Unit 102 in Orangeville After years of helping clients achieve their financial goals, we're excited to announce our relocation to a new, modern...
We’re Moving to a New Location!!
Exciting news - our office is moving to a new space! As of May 13, 2024 you'll find us at 685 Riddell Rd, Unit 102 in Orangeville. We look forward to welcoming you to our new office.
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Many thanks to Terry and Trevor, because of the investments we have made with Starview Financial Advisors Inc., we have been able to support our four daughters through post-secondary education.
Starview is an advising company I can trust to make wise recommendations based on wherever I’m at in my savings goals, and they take the time to explain transactions in layman’s terms.
Contact
Phone : 519-941-4813
Toll Free: 1-888-820-9426
