Founded in 2001, P&K Financial Inc. takes pride in providing quality, financial advice with a very personal focus. With over 22 years of experience, I think of it as my job to “understand people’s goals and lifestyle in order to empower them and their families to achieve their financial goals in a timely and cost-efficient manner.”
Don’t be fooled, we may be small enough to deliver personal service to every client but we are large enough to do it very well. As a life insurance advisor we deal with all major companies to be able to give you a wide range of products and services to help you secure your financial future.
Not a believer of 1-time selling solutions, we aim to provide a “holistic” approach to financial planning. We work with you to understand your goals, lifestyle and identify and take into consideration your financial present in order to secure your financial future. Doing so empowers you to make informed decisions and prepares you to meet your short & long term financial obligations.
In keeping with this approach, we like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come sooner if major changes occur in the world or local economy that might affect your portfolio. Our approach is distinguished by our rigorous process of portfolio selection. You benefit from Manulife Securities Incorporated’s strong decision making architecture that is guided by the Investment Policy Statement.
If you have any questions or concerns about your investments or taxes, please contact me at 416-227-9800. Financial Planning is very important, and we are here to help you achieve your financial goals.
We would like to have you join our family of satisfied clients and I’m confident that you’ll be very pleased with your decision to include us in your portfolio.
Insurance products and Financial Planning services are offered through P & K Financial Inc. Mutual Funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.