Financial Planning
In order to survive, you need money. But if you want to live peacefully and securely, having money is not enough. You need to plan your finances so that you have a regular flow of income after your retirement. For this, you need to start planning as early as possible.
Whatever be your financial planning goals, be it something for the short term or for the long term, Aaxel Financial can help you. We are a financial planning company in Brampton and work with an objective of making your money work for you. We cater to your personal individual requirements as well as your corporate financial planning needs.
Do you need a professional financial planning service?
Financial planning is essential because your needs are usually dynamic. This means that your financial priorities change and you need to organize your money accordingly. This is where professional financial services can help you the most.
We provide some of the most premium financial planning services in Brampton, and we understand what it takes to secure your money. The benefits you obtain from hiring a professional are numerous.
- Channelize your monetary resources towards achieving your investment goals
- Identify your assets and liabilities so that you can strategize your investments and savings
- Understand your actual expenses
- Realize how much you can afford
- Develop an income-expense equation
- Analyse your expenses and spending habits
- Precisely plan insurance premiums, installments and other long term commitments
- Analyse rates of return of your investments and make suitable changes wherever necessary
- Save taxes by capitalizing on the many facilities provided by the government
As a result of all these benefits, you enjoy a great level of peace of mind, which is worth the money you spend on hiring a professional financial advisor in Brampton.
When you look for a financial planner, you need to look for three very important attributes – financial expertise, experience and reliability. At Aaxel Financial, you find all these three attributes. Hiring us is definitely going to be a successful experience for you.
What we offer
Our financial planning services Brampton can be categorized into three main heads.
- Investment planning
- Retirement planning
- Tax planning
The team of experts at Aaxel Financial analyse your requirements and offer customized services that help you make the most of your money. When you work with us, we allot a financial advisor in Brampton who takes care of your investments and financial planning.
Get in touch with us for professional financial services in Brampton.
Request a free call back
Frequently Ask Question
Yes. All applicants must meet the eligibility requirements. When applying for coverage for a child under 18 years of age, a parent or guardian must declare on the dependant’s behalf that the child also meets eligibility requirements – regardless of whether a premium is charged for the child or not.
We know travelling as a family can be expensive. We allow adults purchasing a Single-Trip Emergency Medical plan to include up to six dependent children under the age of 16 to their plan for free.
Trip Cancellation plans are available to anyone provided:
- they’re a Canadian resident;
- the plan is purchased before leaving on a trip;
- the destination isn’t under a travel advisory to avoid non-essential or all travel;
- the destination isn’t under a travel advisory to avoid non-essential or all travel;
- medical questions have been answered if your trip is valued over $12,000
Benefits for baggage loss, damage & delay are payable up to $500 per item/set, to a maximum of $1,500 per person.