Wealth Planning in Toronto, Brampton & Mississauga
Wealth planning brings your savings, investments, insurance, taxes and estate together into one plan, so every decision works toward the same goals: a comfortable retirement, your children’s education and protecting your family.
What a wealth plan covers
- Setting clear financial goals and a timeline
- Retirement planning with RRSPs and TFSAs
- Education savings with an RESP
- Safe savings options such as GICs
- Protecting your family with life, critical illness and disability insurance
- Tax planning and estate planning
How we work
- A free first meeting to understand your situation and goals
- A written plan with clear recommendations
- Regular reviews as your life and the markets change
Talk to Devendra Kumar, Financial Planner (CLU, CHS)
DK Insurance & Investment Inc. serves clients across the GTA from offices in Vaughan, Mississauga and Brampton. Call or text +1-647-761-0517 for a free, no-obligation consultation.