STAN KONDA (Professional Financial Planner)
- Financial advisor since 1997
- Professional Financial Planner Course, 2001
- Life Insurance/Disability Insurance License, 1998
- Canadian Securities Course, 1997
- Certificate in Management, 1996 (York University)
- BAS Honours Marketing, 1996 (York University)
COMPLIMENTARY INVESTMENT/INSURANCE REVIEWS AVAILABLE !!!
- Would you like better potential investment returns for your portfolio and learn more about ideas and strategies on how to do this?
- Are you like many other investors; unhappy with the level of service you are receiving from your financial advisor, bank or credit union?
- Would you like to learn more about how to pay NO TAX using Tax-Free Savings Accounts and other specialized investments?
- Do you need help or have questions about Insurance?
- Are you fed up with low paying term deposits and GICs… and would like to learn more about how some of my clients have been generating better returns while saving 50% of their profit in tax over the past many years?
- Would you like a no obligation, second opinion and review of your current investments, RRSP and insurance portfolio with an independent advisor?
I have hosted 13 annual investment seminars in the Toronto area. Each event was a big success. Many people have benefited on the investment strategies and tax savings ideas which we explained at these seminars. To date, these clients have done extremely well on recommendations proposed.
Call me Stan Konda, for a no-charge, complimentary appointment. I can visit you at your home or place of business, or at my office located in Mississauga. If you are like many other investors who are looking for a second opinion and want to learn new ways to save taxes, and implement smart investment strategies, then call me at 905-624-8069.
Stan Konda (905-624-8069)
“Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.”
MY CLIENTS ENJOY ANY OF THE FOLLOWING FINANCIAL SERVICES WHICH INCLUDE:
- Calculating and planning for the appropriate amount of capital required to finance a comfortable retirement lifestyle
- RRSP, RRIF, RESP,TFSA, LIRA/LIF, insurance and mutual fund analysis
- Helping business owners who need guidance on how to set up the best possible group pension and/or benefits plan for their employees
- Analysis of retirement and severance packages including commuted value pension analysis
- Assisting families with special needs children who can take advantage of FREE ODSP Benefit payments from the government
- The role of investment & insurance planning as part of an overall sound financial plan
- The role of Universal Life Insurance & PAR Whole Life Insurance with cash values for high net worth clients
- Tax minimization and Estate Planning strategies for High-Net-Worth clients and business owners
- Investment products are offered through Equity Associates Inc. and strictly focuses on mutual funds and top performing fund managers. Stan works with clients to develop the appropriate equity and fixed income mix to generate investment target goals.
- *Insurance products and services are currently offered through: IDC WorldSource Insurance Network Inc., Financial Horizons Group, GroupQuest Benefits Resources, & Prosure Group
* Insurance products and services include:
- life insurance (Term, Whole Life & Universal Life Plans)
- corporate owned insurance plans
- disability insurance
- critical illness insurance
- segregated funds
- group pension plans
- group benefits plans
- individual benefits plans
