Customized Investment Options Suitable For You
At O’Kane Financial Group we offer a variety of investment options in order to provide the most suitable choice for all of our clients and their individual financial plan.
The most important part of working with our investment clients is coming up with each person’s individual risk tolerance. Every investor has a unique Investment personality based on their own risk tolerance, time horizon, as well as what their short term and long term goals might include.
Whether you are saving for Retirement by utilizing the tax advantages of an RRSP or a TFSA or looking to fund a child’s education with an RESP, we create an individualized portfolio that suits all needs for our clients.
You Benefit From Our Expertise
With the increasing focus on ‘do it yourself’ investing – our clients find value in the knowledge and service that we provide to them. Something as simple as over contributing to an RRSP or TFSA can create hassle and penalties that you may not be aware of without the guidance of a true financial planner.
We find true value in our Investment Illustrations and projections that we complete in our client reviews. We have the ability to bring together all information of the individual and create a true snapshot of what their investments could become in the future. Having this picture can help create new goals as well as a starting point to achieve existing goals.
As we are independent advisors, we have the ability to work with all companies in order to bring the best suited funds to the table for our clients. We strongly believe in the importance of diversification in a client’s portfolio.
We understand that investments can be intimidating and we strive to make it as enjoyable as possible for our clients.