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SERVING ONTARIO SINCE 1985

 

Financial Planning

  • R.D. (Ron) Van Rooyen was awarded the CFP (Certified Financial Planner) designation in 2002, following completion of six intensive financial planning courses, and successfully completing a six hour examination administered by the FPSC (Financial Planners Standards Council).
  • As a CFP Licensee, Ron must complete at least 40 hours of continuing education credits per year, as well as abide by the CFP Code of Ethics and the FPSC Disciplinary Rules and Procedures.
  • Ron offers market Mutual Funds and Labour Sponsored Funds. Through his association with Ten Star Financial Services Inc. of Waterdown, ON., he has access to over 3,500 Mutual Funds. Ten Star Financial Inc. is a is a Mutual Fund Dealer with licensed agents across Canada.
  • All financial account types are available to suit your needs. RRSP’s, RESP’s, IPP’s, Deposit Accounts and In Trust Accounts.
  • Ron holds an Ontario Life Insurance License which allows him to market Segregated Funds offered by insurance companies. Segregated Funds offer unique guarantees not available from conventional equity investments.
  • All types of Life Insurance, Long Term Care Insurance, Critical Illness Insurance, and Disability Insurance products, offered by the most respected Life Insurance companies are available.
  • Our affiliation with Ten Star Life Insurance Brokers Inc. enable us to provide quality products at the most competitive price to meet your particular needs
  • For a free no obligation quote, email the requested product, your Date of Birth, Sex and Smoking Status, and we will be pleased to provide you with a quote based on standard health status. Preferred rates may be available to those who qualify.

FREE Life Insurance Quote

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Taking care of all aspects of your financial health...
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