Freedom today. Freedom tomorrow.
Advice that works for you
Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
After evaluating your needs, risk tolerance and life stage, I’ll recommend solutions that best help you achieve your goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us, we can help you make sense of your options.
Carpani Financial Services Inc.
Introduction of our services
At Carpani Financial Services Inc., we offer full-service financial planning to families and businesses.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.