We work with you.
The brokerage industry has been the subject of intense public scrutiny lately, and for good reason. Lack of performance, bloated cost structures, hidden fees, switching costs... The list goes on. These companies are working against their clients, not for them. You work hard for your money, so why turn around and give it away for free?
This is where we differ.
At Santana Financial, we work for you. We discuss your financial needs, your current goals and future aspirations, then build a custom, comprehensive plan tailored to meet all your objectives. Our team brings a wealth of experience and knowledge of financial products so that we can offer you the best advice available. Together, we will build your investment and retirement plans so that when the time comes, you can live the comfortable life you've been working so hard to achieve.
Get in touch with us to set up a free consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
Burlington adress
☎ CONTACT
Cell: (416) 648-4335
Email:
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
Areas of Practice
Our job is to assess each client's unique needs and provide financial solutions that protect their assets and their lifestyles. Learn more below about the different products that we can tailor to your specific needs.
Estate Planning
Whether you are passing on your business to your spouse or children, or leaving cash gifts for loved ones, Estate Planning allows you to distribute your assets according to your wishes. Protect your family against the unexpected.
risk management
We specialize in individual risk management by protecting clients through living benefits, health, and life insurance. This way, you can sleep well regardless of what life throws your way.
investment planning
At Santana Financial, we recognize that everybody has different needs, so we work diligently with you in order to understand your goals and offer you the appropriate products to realize these goals.
living benefits
Hindsight is 20/20 but the future is uncertain. Why risk the uncertainty? Get the right coverage today so youncan enjoy all that life has to offer.
retirement planning
In the hustle and bustle of everyday life, retirement can creep up on you. Sit down with one of our Financial Advisors today and together we can build a budget and retirement plan that will fulfill your long-term needs.
health plan
There is no "one size fits all" when it comes to health plans. We offer comprehensive health plans that are tailored to all of our unique clients.
Let's Chat.
We realize that some of our products and solutions can be complex and require further explanation. Use the form below to contact us with any of your questions or concerns. You may also email or call us to make an appointment and sit down with one of our Financial Advisors in order to better understand your needs and goals.