Toronto Wealth Group
TWG
Investments, Retirement Planning, Insurance.
My Vision Statement
I help provide you with Focus.
Focus is Clarity.
Clarity gives Power.
Power gives Understanding.
Understanding gives Certainty.
Certainty gives Trust.
Without Trust you will not take action.
I help provide you with Focus.
Focus is Clarity.
Clarity gives Power.
Power gives Understanding.
Understanding gives Certainty.
Certainty gives Trust.
Without Trust you will not take action.
Chauffeuring You To Your Legacy TM ~ Toronto Wealth Group
My name is Jeffrey Tam, CIM, FCSI. I custom tailor and maintain the most suitable Retirement Plan for you, and I guide you each step of the way Chauffeuring You To Your Legacy TM.
My previous role was 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)
My previous role was 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)
The equity markets are volatile, and there will always be reasons to be optimistic or cautious. Some external factors are beyond our control, but risk can be managed and volatility can be reduced.
With our stable of experts we continue to manage the situation; identify trends; alert you of possible danger; and look for opportunities to help you build your net worth and leave a legacy to your family.
The key to achieving your Financial Goals and Dreams is to have a Coach to guide you along the way, who has an eye to spot the golden opportunities.
As a client of Toronto Wealth Group I will custom tailor and maintain the most suitable Retirement Plan for you, and I will use my experience and advice to guide you each step of the way Chauffeuring You To Your Legacy TM.
I will be happy to discuss your investment position with you on a one-on-one basis. Please feel free to contact me either by email, or by phone.
Warmest Regards,
Jeffrey Tam, CIM, FCSI
President, Toronto Wealth Group
Legacy@TorontoWealthGroup.com
Dir.(416) 818-3902, Bus.(647) 955-9928
With our stable of experts we continue to manage the situation; identify trends; alert you of possible danger; and look for opportunities to help you build your net worth and leave a legacy to your family.
The key to achieving your Financial Goals and Dreams is to have a Coach to guide you along the way, who has an eye to spot the golden opportunities.
As a client of Toronto Wealth Group I will custom tailor and maintain the most suitable Retirement Plan for you, and I will use my experience and advice to guide you each step of the way Chauffeuring You To Your Legacy TM.
I will be happy to discuss your investment position with you on a one-on-one basis. Please feel free to contact me either by email, or by phone.
Warmest Regards,
Jeffrey Tam, CIM, FCSI
President, Toronto Wealth Group
Legacy@TorontoWealthGroup.com
Dir.(416) 818-3902, Bus.(647) 955-9928
Chauffeuring You To Your Legacy TM ~ Toronto Wealth Group
Chauffeuring You To Your Legacy TM ~ Toronto Wealth Group
