D.F. Caponi Insurance Agency Ltd.
Caponi Financial
#101 - 5407 Eglinton Ave. West
Toronto ON M9C 5K6
Phone: 416-367-4417 Fax: 416-367-4545
Email: info@caponifinancial.ca
Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning.
It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs. It is a well-rounded interactive process that takes into account all the elements of your entire financial situation. A professional strategy will analyze your situation to identify all the people and/or institutional monetary relationships that often have conflicting objectives.
While implementing financial tactics we address various concepts, while looking at your over-all life needs: assessing your capital needs, investment plans,registered investments and tax reduction strategies,retirement planning, education planning where applicable, as well as any special needs such as planning to care for child dependents.
Contact us to discuss your needs.
#101 - 5407 Eglinton Ave. West
Toronto ON M9C 5K6
Phone: 416-367-4417
Fax: 416-367-4545
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