We work on a fee-for-service basis. We do not sell any financial products (e.g. insurance, mutual funds, stocks or bonds) nor are we affiliated with any company which sells financial products. We do not accept finders fees, referral fees or trailer fees.

This means that we do not earn a commission on any financial instrument, so you can depend on us for impartial, objective advice that reflects only your interests. However, we do have contacts in all financial fields and will refer you to them when necessary.

We also prides ourselves on being available to our clients at all times. The fee you pay for you Comprehensive Financial Plan includes our services for one calendar year unless you require major changes. For example, if a G.I.C. comes due and you wonder whether to renew it or invest your money elsewhere, call us.

Finance Matters, Ltd., 789 Don Mills Road, Suite 803, Toronto, Ontario, M3C 1T5

Phone (416) 421-4440 Fax (416) 421-3878

Copyright © 1999, Finance Matters, Ltd.