Financial Planning Services Toronto- B L Garbens
|
  Home  |
  About Us  |
  Services  |
  Resources  |
  Library  |
  Contact Us  |

 

 

Why Call B L Garbens Associates Inc.? 

 

PROFESSIONAL

 

Our advice is unbiased

We offer our clients a fee-for-service commitment ensuring a pure relationship free from the conflict of hidden agendas.

 

Our credentials are leading edge

We are committed to upgrading our knowledge through continuing education.  Our affiliation with the Institute of Advanced Financial Planners, the Financial Planners Standard Council of Canada and Advocis hold us to the highest standards.

 

We have proven expertise

We work with people from all walks of life offering expert advice on a wide range of issues and concerns, drawing from over 22 years of experience in financial services.

 

We pride ourselves on excellence

Each client is important.  We strive to not only address a client's immediate concerns but to initiate a process whereby we lay a foundation for their future financial security and well-being.

 

 

PERSONAL

 

We are family-oriented

We encourage both spouses to take part in the planning process.  In addition when applicable, we take a multi-generational approach to planning which includes the youngest to the oldest generation.

 

We value all relationships

It takes time to get to know our clients well.  We undertake every assignment with a view to building a satisfying long-term working relationship.

 

We bring discipline to your efforts

We take a personal interest in your financial future and assist you in empowering yourself to take charge of your financial situation.

 

 

PROACTIVE

 

We keep in touch

We send out quarterly newsletters, year-end tax planning tips, and a budget summary each year.

 

Annual reviews keep you on track

You will be reminded annually of the need to get together to review your financial situation.

 

We will let you know if legislative changes apply to you

We will call and let you know if you are affected by legislative changes throughout the year.

 

Articles
 
client