At Young Financial Group, we believe that everyone deserves a chance to build and preserve wealth; to live the life they've always dreamed of.
For over 40 years, Young Financial Group has been providing independent financial advice to individuals, families and businesses. Our personalized approach to wealth management ensures that we understand our clients' unique and evolving needs; allowing us to provide them with a holistic financial plan, tailored to achieve their goals.
We offer a wide range of financial products and services, providing you with the confidence to live your life comfortably and build more than just your wealth. Please see below to learn more.
RETIREMENT PLANNING
We work with our clients to understand their need to save and invest for the long-term, and then we develop and implement the strategies to help get them there. We help our clients manage and coordinate their retirement assets from all sources, so that they have time to live and enjoy their lives.
INVESTMENT PLANNING
Our unique and personalized approach to investment ensures that we keep as much of our clients' money working for them as possible. This includes monitoring tax efficiency, fees, and return. We develop long-term investment strategies that enable our clients to generate consistent, stable returns, regardless of day-to-day market activity.
INSURANCE & ESTATE PLANNING
We gain an understanding of our clients' need for insurance coverage and focus on identifying the appropriate type and amount. We consistently monitor and adapt solutions based on life transitions. When it comes to handling an estate, there are several administrative tasks to consider; bearing some of that burden for our clients and their families is an important part of our process.
CONTACT US
1-180 Columbia St. West
Waterloo, ON N2L 3L3
Tel: 519-746-6336
Fax: 519-772-0141
Toll Free: 1-800-603-8171
