For more than 35 years, Georgijev Financial Group has been providing unbiased, personalized financial advice to families and businesses throughout London, Ontario and the surrounding area.
We help our clients prepare for all of life’s important events – from starting a family to growing a business to enjoying retirement. We partner with our clients to achieve their goals every step of the way.
Protect Your Family
The loss of income – from increased taxes, disability, illness or death – costs your family the lifestyle you’ve worked hard to achieve and places all of your dreams for their future at risk.
Solutions that can help protect your family include:
Whether you’re saving for your child’s college tuition, planning a vacation, building a nest egg for retirement, or investing in a small business – there are many important considerations for investing.
Solutions that can help you save for the future include:
Available Plans and Products: • Registered Retirement Savings Plan (RRSP) • Registered Retirement Income Fund (RRIF) • Registered Education Savings Plan (RESP) • Tax Free Savings Account (TFSA) • Locked-In RRSP • Locked-In Retirement Account (LIRA) • GIC/Term Deposits • Life Income Fund (LIF)
Protecting your business assets, preparing for (or preventing) the loss of a key employee, and planning for your own future retirement (and likely transfer or sale of your business) are challenges that every small business owner faces.
Solutions that can help protect your business include:
We know that our clients could be enjoying many, many years of retirement and will need a plan for managing their savings to ensure they don’t run into problems with volatile markets, the increasing cost of living, or rising taxes.
Solutions that can help protect your retirement include:
Available Services: • Investment Planning • Retirement Planning • Estate Transfer and Equalization
Available Plans and Products: • Registered Retirement Income Fund (RRIF) • Tax Free Savings Accounts (TFSA) •GIC/Term Deposits • Life Income Fund (LIF)
* Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Georgijev Financial Group.
