DEFINE YOUR SUCCESS
Advantage
At Definition Financial, we strive to understand all aspects of your personal and professional life. This enables us to help you define a unique financial plan geared toward achieving your success.
Our process provides guidance, creates options, and achieves real results. By implementing the most affective financial tools available, we eliminate inefficiencies common to the marketplace.
Definition’s solutions are specifically designed to protect, enhance, and grow your wealth. We want to empower every aspect of your lifestyle while safe-guarding your future legacy.
Solutions
TFSA
TFSA
MAXIMIZER
Many Canadians only have 50% of their savings to spend at retirement – alarmingly CRA gets the rest. With TFSAMaximizer™ you will benefit from 100% your savings.
Define Your Lifestyle
PCM
Private
Capital Market*
Investors are frustrated with the roller-coaster ride associated with the Stock Market. PCM has enabled investors to decrease volatility and increase returns, building net-worth.
Define Your Investments
WEP
Wealth
Enhancement Plan
Farmers risk their life’s work by failing to address estate and succession needs. WEP eliminates sacrificing today’s business goals for tomorrow’s responsibilities.
Define Your Legacy
*Offered through Pinnacle Wealth Brokers Inc.
Lifestyle
Understanding where you are today, and where you want to be tomorrow, gives you both clarity and control of your life aspirations.
Together we define what, in life, is most important to you: what are your needs, wants, goals, and dreams? With this level of understanding, we design and implement, a Lifestyle Enhancement Plan – achieving your goals, on your timelines.
A Defining Team
With the knowledge to implement comprehensive, innovative solutions, our experienced team of financial advisors, portfolio managers, actuaries, accountants, and lawyers push beyond the standard advice, creating unique plans based on your individual needs.
We are committed to building a personal relationship with you, formed on the basis of trust, honesty, and a willingness to listen. Let’s create a future defined by working together, a future defined by success.
Legacy
What keeps you awake at night? What gets you up in the morning? We engage in conversations focusing on the values, and legacy, you wish to leave behind.
Your personalized Legacy Protection Plan eliminates the uncertainties by: minimizing probate, maximizing estate value, reducing taxes and other expenses, and minimizing the emotional impact on your family. Your legacy will live on through those you love.
Shannon V. From Hensall, Ontario is the lucky
winner of our draw for a peddle tractor!
Stay Tuned For Our Next Draw!
