our services
We support your financial life with a full range of services, including investment management, tax planning, mortgage solutions, insurance and risk protection, education savings, retirement planning, and estate guidance. Whatever your goals, we work with you to build a secure and confident financial future.
Our Service
Portfolio Management
We are here to help you achieve your ambitions. We will help you reach your financial dreams with the best strategies possible.
Taxation
We focus on having you pay as little as possible in taxes. This reduction in taxes can greatly impact the growth of your investments.
Mortgage and Lending Services
Our sole mission is to find the mortgage that’s right for you. We will make sure to not only cater to your needs but help you save money as well.
Life Insurance and Risk Management
It is our passion to ensure your peace of mind. We make sure to find you at the lowest cost. Whether that be Life, Disability or Critical Insurance needs.
Child Education Saving Plans
We are determined to ensure that you maximize both federal and provincial incentives for your kids. We will help you build your children’s future, with the benefit of tax-sheltered Investment growth and direct government assistance.
Retirement Saving
We take into consideration currentday tax rates, inflation as well as government benefits. This allows us to create the perfect retirement plan for you.
Estate Planning
We make sure to appropriately strategize to increase the value of your estate. Throughout your life, the decisions you make have a great effect on your inheritance.
Group Insurance
At Sengunay & Thomas Financial Services, we specialize in designing cost-effective, sustainable group insurance solutions tailored to the unique needs of your business and workforce.
Clients
Testimonials
