Financial Planning

Investing and leveraging are the keys to building personal wealth. We strongly recommend secure, concrete investments that you can see, touch and access without capital loss. Real Estate investments gives you the opportunity to build equity, increase your assets and realize financial security. We work collaboratively with experienced professionals to obtain the best deals to service our clients’ financing needs for residential and commercial properties.

INVESTMENT OPPORTUNITIES

CMFG provides the opportunity to invest in our Fund so you can earn a double digit annual return – paid monthly. Our investments are secured against real estate and are rigorously reviewed for maximum returns and transparency.

BUSINESS PLANNING

We can help you plan and grow your business. We’ll facilitate access to government programs that support new businesses and assist in arranging finance for both new and established ventures through our affiliated institutional lenders and credit unions.

FINANCIAL PLANNING

We develop long-term financial plans to maximize your returns and avoid financial glitches. We can help reduce your income taxes by purchasing RRSPs, mutual funds or other investments that can help you build personal wealth.

TAX EXEMPT INCOME

Open a Tax free savings account (TFSA) and start contributing.  You can earn a double digit annual return- paid monthly which is income tax free. This is a recommended option for those who is in the high tax bracket or those who wants to earn extra income with paying no tax to the Government.

REDUCE TAX REPAYMENT AMOUNT

You are taxed a certain percentage subject to your earnings. Having a registered account such as RRSP will help when filing your income tax.  You can also earn a double digit annual return -paid monthly right back to your RRSP or any registered accounts that we can utilize into self directed mortgages.

DEBT CONSOLIDATION

Are you struggling with credit card or other high interest payments? We can help consolidate that debt into one manageable loan, often at a lower rate, and help relieve the burden.

CREDIT COUNSELLING

Good credit counselling can change your life for the better. We recommend that you check your credit twice annually, contact equifax to notify you if anyone pulled your credit, update your bill payments as some creditors take longer than others to update your equifax credit bureau. No matter what your current situation is, our advisors are professionally trained in credit and financial management. Our primary goal is to help you achieve and maintain excellent credit.  We will build a program subject to your situation that will be achievable.

INSURANCE

Unforeseen events can cause devastating financial consequences that can be avoided by investing in the right insurance coverage. Our affiliate broker can obtain the most cost effective options ranging from Life, Auto, Home, Commercial, Disability and Critical Illness.

CMFG DO NOT CHARGE FOR THE ABOVE SERVICES OR CONSULTATION.