Living without a plan can be healthy in many cases — but when it comes to your financial and estate plan, it’s important to have it all mapped out. Having a bulletproof financial and estate plan is a powerful tool both in your personal and professional life. Not only does it ensure your peace of mind and allow you to relish life to its fullest, but it’s also a smart way of growing the value of your assets and protecting them from the Canada Revenue Agency and creditors.
At Ferrari & Associates, we have been working with individuals to create customized financial and estate plans since our foundation in 2009, and we have become one of Toronto’s preferred boutique firms for our 360-degree approach to our plans, complemented by our passion for client happiness. Our in-depth financial and estate plans cover every corner of your life, from education, investment, retiring and estate planning to tax planning, risk management and cash-flow management. Your plan, created by you in collaboration with Ferrari & Associates’ team of esteemed finance professionals, will keep you on track and well prepared for life’s ups and downs.
To put together a tailored financial and estate plan that suits your unique lifestyle, connect with us at one of our two convenient locations — in Vaughan or Oakville, both just outside of Toronto — where one of our seasoned insurance and financial experts will navigate you through the process.