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 37 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

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Investment products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products are provided through Hollis Insurance. Young Financial Group is a personal trade name of Robert P. Young. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.