Our financial advisors believe in providing one-on-one service. They listen to your requirements and financial goals and offer tailored plans in language that you understand.

In today’s fast-paced environment we are faced with more personal options and more complex tax legislation.  At Security Financial, our goal is to provide the best financial planning solutions for our client’s personal and financial well-being.  As a result we feel that the ability to give clients a choice of products and services, while maintaining objectivity and impartiality is the key to success.

Security Financial prides itself in offering a wide range of products with no links or ties to proprietary or “in-house” products.  Freedom to choose from a vast selection of approaches, strategies, products and services customized to our clients’ evolving needs is essential to their personal and financial security.

Helpful Links

Service Canada – Service Canada offers single-window access to a wide range of Government of Canada programs and services for citizens through more than 600 points of service located across the country, call centers, and the Internet.

Bank of Canada Rates & News – Bank of Canada – Daily-frequency data series are normally updated each Monday through Friday at the following times: Noon exchange rates: 12:15 – 12:30 ET Closing exchange rates: 16:10 ET – 16:30 ET Interest rates: 12:15 ET – 12:30 ET Bonds yields: 10:30 ET – 11:00 ET Treasury bills: 09:30 ET – 10:00 ET S&P/TSX Composite Index: 12:15 ET – 12:30 ET

Fellow of CSI (FCSI)® The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.

Financial Planners Standards Council (FPSC). Is the not-for-profit organization established in 1995 to benefit the public by leading the evolution of the financial planning profession in Canada. FPSC develops, enforces and promotes the highest competency and ethical standards in financial planning as defined by CERTIFIED FINANCIAL PLANNER® (CFP®) professionals.

Canada Revenue Agency: Online access to CRA information and services for benefit recipients, individuals, businesses, charities, and tax professionals make it faster, easier, and more secure to handle your tax matters

Tax Tips: Obtain personal and general tax information from Canada Revenue Agency’s automated Tax Information Phone Service (TIPS). The number to call is 1-800-267-6999.

For Service Ontario – Residents: ServiceOntario is committed to providing you with fast, friendly and easy access to Ontario government information and services for residents – online

For Service Ontario: Business: ServiceOntario is committed to providing you with fast, friendly and easy access to Ontario government information and services for businesses – online

Canadian Association of Accredited Mortgage Professionals (CAAMP):  CAAMP is Canada’s national mortgage industry association and the leading provider of value, service and advocacy for mortgage professionals.