Financial Planning

Comprehensive financial planning services to help you build wealth, manage risk, and plan for retirement.

Wealth Building

Personal investment planning
Regular savings plan
Gearing

Superannuation

Rollovers and redundancies
Accumulation strategies
Self-managed superannuation investment strategies
Employer sponsored superannuation funds
Self managed superannuation funds

Small Business Services

Keyperson insurance
Partnership insurance
Guarantor protection insurance
Business expense insurance
Business succession planning

Risk Management & Insurance

Life insurance
Income protection
Total and permanent disability
Trauma insurance
Estate planning

Retirement Planning

Effective asset structuring
Access government entitlements
Establish tax-effective income streams

Ready to Get Started?

Let us help you focus on building your business, while we handle the accounting. Schedule a consultation today.

Location

5 McIntosh Drive, Suite 208
Markham, ON L3R 8C7

Contact

(905) 480-0562
info@px1.ca