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.
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?
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.
$6,000 can be added to Tax-Free Savings Accounts (TFSA) for 2021. The lifetime contribution limit (if you were born in 1991 or earlier) is now $75,500. Always make sure to verify your contribution room before adding to your TFSA to ensure you're not over-contributing.
Monday, March 1, 2021 is the last day to contribute to an RRSP and receive an income deduction for the 2020 tax year. In addition to the tax refund you may receive, you'll also benefit from tax-deferred growth for as long as the money remains in the account.
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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.
Phone : 519-941-4813
Toll Tree: 1-888-820-9426