Jantzi Financial Solutions
Focusing on Kitchener, Waterloo, Cambridge and surrounding area, we offer executive asset management services, insurance, tax solutions, and investment products including private equity. Our speciality is providing these services to professionals, retirees, and business owners. Our mission is to help those individuals who are facing major turning points in life to define and achieve success. We accomplish this by first developing a life plan that reflects their goals, values and visions. We like to call this “The Peace Of Mind Accelerator”. We then build and implement a financial plan that makes those visions become realities. After the plan is implemented we revisit it at defined points in time to make any necessary additions, deletions and/or corrections.
Specialties:
Insurance Planning, Group Insurance Benefit Packages, Buy Sell Agreement, Business finance options, Capital financing, Matching investors and projects, Reduction in corporate expenditures through tax auditing, Reduction in personal income tax expenses, Investments in: Gold, Real Estate, Software, Entertainment, and Marketing projects.
Contact information:
email: barrie@jantzifinancial.com
Telephone: 1-800-878-1952
Cell Phone: 519-591-1584
Twitter: @BarrieConrod
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