Toronto Wealth Group
TWG
Investments, Retirement Planning, Insurance.
I Help You To
Retire Wealthy:
Make More Money
Pay Less Tax
Protect Your Assets
Retire Wealthy Today TM ~ Toronto Wealth Group
Hello!
I am Jeffrey Tam and I custom tailor and maintain the most suitable Retirement Plan for you, and I guide you each step of the way to help you Retire Wealthy.

I was the Financial Planner for a large Canadian bank which I have worked for since 1996.
I left the bank because I wanted to offer more service and a wider selection of products to my clients.

My client base includes;
-  Families who are building up their Retirement Funds and Education Funds for their kids.
-  Investors who desire steady retirement income, and low-volatility in their portfolios.
-  Retirees who desire to leave a legacy to their adult children and grandchildren.
-  Small Business owners who want to take money out of their companies Tax-Free.

The types of accounts I manage for my clients include;
-  TFSA, RESP
-  RRSP, RRIF, LIRA, LIF
-  Capital Dividend Account (CDA), Insured Retirement Plan (IRP)

I enjoy discussing your financial goals with you on a one-on-one basis.
Please feel free to contact me either by email, or by phone.

Warmest Regards,

Jeffrey Tam, FCSI, CIM
President, Toronto Wealth Group
Legacy@TorontoWealthGroup.com
(416) 818-3902
Retire Wealthy Today TM ~ Toronto Wealth Group
Retire Wealthy Today TM ~ Toronto Wealth Group
Retire Wealthy Today TM ~ Toronto Wealth Group