Protecting your family and your business.
About Us
Four Point Financial is an investment advisory firm based in the GTA, and we believe it’s never too early to start planning for the future. Whether you’re looking to protect your family or your business, our dedicated team of financial advisors are ready to develop a tailor-made wealth management plan to fit your life.
Our Services
The financial advisors at Four Point Financial offer a wide range of investment planning services to help you on your path to a brighter future. Whatever your goals are, we have the expertise to get you there.
Our services include:
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Retirement Planning
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Private Wealth Management*
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RRSP, RRIF, TFSA & RESP Plans
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Estate Protection Planning
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Mortgages & Corporate Debt
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Critical Illness Insurance
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Life Insurance
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Group Benefits
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Mutual Funds
* As part of the wealth management process, we may refer you to other professionals for Private Wealth Management services. These services are provided as a referral arrangement with Guardian Capital Advisors LP.
Our Clients
In our experience, the best results come when we know our clients on a personal level—and that’s why we do everything in our power to make the wealth management process friendly and easy. Here’s what our great clients have had to say about us.
“Four Point Financial has continued to offer sound financial advice as my wife and I have transitioned into retirement. They have also taken the time to meet with my accountant to make sure that our investment objectives are aligned with our tax needs and strategies. Our advisor takes the time to fully explain our options and to guide us in an appropriate direction has given us peace of mind that we are on the right track.”
Don - Brantford, Ontario
