Client Oriented Services
At One Stop Financial Solutions Inc., we put our clients first. Our ever-increasing clientele and their referrals of friends and family are a clear indication of our commitment and focus to exceed expectations. We help our clients choose the right solutions for their needs, and then personalize to suit their individual requirements. Our aim is not only to provide the best service but also to establish a long-lasting relationship.
Highly Qualified and Experienced Financial Planning Experts
Our team at One Stop Financial Solutions Inc. comprises independent financial brokers with a cumulative 50 years of training and experience. We are on top of market trends, industry news and events and attend a wide variety of training seminars so we can always offer you the best solutions available in the market.
Efficiency through Flexibility
The Financial industry is extremely dynamic and volatile. Rates may change drastically in a matter of hours. One Stop Financial Solutions Inc. is quick to detect such changes and we keep our clients well informed and updated at all times. Our processes and systems are flexible and easily adapt to such fluctuations.
Experience, Strength, Diversity
We provide investors with a comprehensive suite of quality investment products to meet a range of financial needs in all market conditions. From wealth generation to protection, to providing guaranteed income for life, we help you invest for your future.
With your objectives in mind, we offer you flexible products adapted to your needs that include a range of retirement savings plans, education savings plans, non-registered savings plans, retirement income plans and tax free savings accounts. These products allow you to invest your savings and obtain a high degree of financial security.
A comprehensive retirement wealth building plan ensures that you have a comfortable retirement while minimizing your taxable income and ensuring your funds last your entire lifetime. It is never too late to start saving for retirement.
We work with you to develop a long term strategy that fits your current lifestyle and properly meets your goals. Whether you are a seasoned investor that would like a fresh approach to investing or you are just starting out, we work with you to build a plan utilizing the latest and most sound investment strategies to ensure your retirement is everything you dream it will be.
Working with a wide range of companies, we are able to offer you the very best in today’s investment products and strategies.
A Registered Education Savings Plan (RESP) is a savings program that helps you save for your child’s post-secondary education.
You may be eligible for financial assistance from the government through the Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) programs if you have an RESP for your child. The amount you will receive depends on your income. Interest from investment income in an RESP is not taxed.
Saving for a future project or just want to make your money work for you so you have ready access to money when you need it. Using non registered strategies allows you to build wealth while managing risk for tomorrow.
A Tax-Free Savings Account (TFSA) is a flexible investment account that can help you meet both your short- and long-term goals.
Investment income in a TFSA—whether you’re earning interest, dividends or capital gains—are not taxed, even when withdrawn.