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Professional Financial Services located in Orangeville, serving clients across Ontario and British Columbia

What do we do?

10th anniversary starview financialAt 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), 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?

Certified Financial PlannersA 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.

Articles

News

2021 Income Tax Preparation

We launched our personal income tax preparation service in 2019, exclusively for clients of Starview Financial Advisors. Our clients are happy with this added service and we’d now like to extend the offer to family & friends of our clients. We offer competitive...

TFSA Contribution Limit for 2022 is $6,000

An additional $6,000 of Tax-Free Savings Account (TFSA) contribution room is available for 2022. The lifetime contribution limit (if you were born in 1991 or earlier) is now $81,500. Make sure to verify your contribution room before adding to your TFSA to ensure that...

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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.

    RM & TM

    Shelburne, ON

     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.

    LF & JG

    Toronto, ON

    Contact

     

    Phone : 519-941-4813

    Toll Free: 1-888-820-9426 

    Email : info@starviewfinancial.com

    66 Starrview Crescent, Mono, ON L9W 3W9

    Mutual Funds Offered through