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.
During the COVID-19 pandemic we will not be meeting with clients face to face. We are happy to do reviews by phone or web conference. We are here for you if you have questions about your portfolios.
We have launched our personal income tax preparation service, exclusively for clients of Starview Financial Advisors. Professionally prepared tax returns at preferential rates! We can also help with downloading your investment tax slips or confirming the investment...
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