Create and Grow Wealth
Most clients are worried about losing their wealth even before the recent market downturn. Today, they want help making smart decisions about their money. Many have lost confidence in their current advisors and evein the financial markets as a whole.
Wealth Preservation
Investors want to keep wealth safe from potential creditors, litigants, children’s spouses and potential ex-spouses, as well as from catastrophic loss.
Mitigate Income Taxes
Mitigating income tax is a concern for most people. For investors with a higher net worth, minimizing estate and capital gains taxes is also important.
Effective Estate Transfer
Ensuring that heirs, parents, children and grandchildren are taken care of with minimal difficulty and cost, in accordance with their wishes, is a major issue for virtually every client.
Charitable Giving and Legacy Gifts
Helping to facilitate and increase the effectiveness of charitable intent and legacy gifts is crucial to many high-net-worth-investors.
Get in Touch
Horizon Financial Group
Tel: (519) 967-9769
admin@horizonfinancial.ca
3612 Walker Road
Windsor, ON
N8W 3S7
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About
As one of the largest providers of benefit consulting and administration services to Southern Ontario for more than a decade, we help you to take advantage of our flexible solutions to develop pension, health and group benefit strategies.
Insurance products, including segregated fund policies, are offered through Horizon Financial Group Inc., and investment representatives Marc Sayer, Valerie Sayer, Conner Anastakotos, offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to the titles of President and Chief Investment Officer and Vice President and Senior Financial Advisor, are in related to insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.