Thanks to the support and assistance of a dynamic team and existing network of trusted experts in other financial service-related fields, I am able to offer you a full range of services and advice on all tax and legal issues that will benefit your financial security.
Financial experts everywhere agree that every adult should be covered by life insurance. Having life insurance ensures that your loved ones will have a way to cover funeral expenses and be cared for when you pass.
I assisted my clients over several years in creating proper financial strategies to deal with complex financial family planning challenges. I am available to give you the most current information and advice available.
If you are a business owner, providing health care benefits for your employees is a vital component of running your company. With group benefits, you will have a plan perfectly customized to your organization’s needs. I can help you set up plans for your employees such as:
Many Canadians every year struggle to obtain proper income tax services and advice. For the last 20 years Mateusz has honed his skills and deepened his knowledge to properly guide his clients through this process ensuring all credits are applied for and maximized on both personal and household levels.
- Roger, Oakville
- Scott, Milton
- Daniel, Burlington
Dr. Lisa R, Chiropractic Services
Stephanie G., Mortgage Agent
Norma Jean B., Stage Worx Home Staging & Design
Investia Financial Services
MATEUSZ (Matthew) SAK CFP®, RIS, EPC
Mortgage Agent Level 1, License# M22003749
4255 Sherwoodtowne Blvd, Suite 104E
L4Z1Y5
Ph: (905) 819-5342
Fx: (905) 819-5341
Mutual Funds are offered through Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.