As a firm, we combine our own skills and knowledge with the experience of the best professionals in the industry such as: estate lawyers, tax accountants and product specialists. We also provide an extensive array of products to fit every possible need a client may require to compliment their financial plan. These combined resources allow us to provide the highest level of expertise to our clients.

Our financial services consist of the following;

Tax Planning: Income splitting, leveraging, tax waivers, estate freezes, tax preferred investments, charitable remainder trusts, tax deferral and minimization, and tax return preparation services through our referral arrangements. For more information call us today.

Estate Planning: Wills, Powers of Attorney, trusts, holding companies, offsetting income taxes and probate fees upon death. Estate planning will allow you to be remembered the way you want. Leave a legacy to the ones you love that reflects your wishes and gives purpose to what you've accomplished in your life. For more information on estate planning contact our financial advisors.

Retirement Planning: Are you reading this because you’re near retirement or are you just curious? Either way, you’re thinking about retirement planning so you’re certainly doing a smart thing. RRSPs, RRIFs, LIRAs, LRIFs, annuities, review of benefits such as CPP, OAS, and GIS, and the analysis of registered pension plans, deferred profit sharing plans, severance packages, and retirement packages. Find out more contact us today.

Investment Planning: Mutual funds, portfolio funds, fee based managed asset programs, money market instruments, high interest savings accounts and Canada savings bonds. Sound, strategic and personalized advice, or support, as you prefer, regardless of the complexity of your financial affairs. Contact a Financial Advisor today.

Education Planning: Registered education plans, informal trusts. A Registered Education Savings Plan (RESP) is a special savings account that can help you, your family, or your friends save early for your child’s education after high school. For more information call us today.

Insurance Planning: Term, whole-life, universal life, disability, critical illness, long-term health insurance. Find out more from Security Financial Services, contact us today.

Corporate Planning: Business succession planning, buy/sell agreements for life and disability buyouts, registered pension plans, individual pension plans, retirement compensation agreements, group RRSPs and group benefits (medical, dental, vision). Speak with the experts. Call us today.

Cash Management: Through our strategic alliances we provide mortgages, loans and lines of credit. Need to know more? Call us today for your financial needs.

Mortgage Services: When dealing with a bank you are only negotiating with one lender, and only for their limited line up of products. CENTUM One Financial Group deals with many lenders at a time, providing customers with a much wider selection of financing options from competing lenders in the market. Find out more about our Mortgage Services by clicking here.

For information on how we can help contact Security Financial Services today.