Secure Financial Education Services offers financial advisory services to individuals, families and small businesses in the areas of tax preparation and planning, retirement planning, insurance products, homeowner lines of credit and mutual fund investments. Having been advisors for over 20 years, we have a wealth of experience to help you develop and manage a long-term financial plan for you and your family, and can provide your small business with accounting, tax planning and group benefit plans to suit your needs. Visit our website at www.securefinancialservices.ca for more information. Mutual fund investments are offered through FundEx Investments Inc. Please note that investment and mutual fund services are only available to residents of Ontario.
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