Business claimed
Last updated: 19 days ago
Listed in:
Investment Services
About MS Wealth & Financial Services Inc. / Investia Financial Services Inc.
Mateusz Sak and MS Wealth's primary purpose is to offer you the best possible solutions adapted to your financial needs, in order to help you: Protect yourself should you be faced with a disability, Go to full description...
Contact information
Phone numbers
Business hours
Today: 09:00AM - 05:00PM
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Business website
Additional business details
Email address:
mswealth@outlook.com
Mateusz Sak and MS Wealth's primary purpose is to offer you the best possible solutions adapted to your financial needs, in order to help you:
Protect yourself should you be faced with a disability, a loss of independence or a serious illness
Plan the financing of all your financial goals and projects including real estate purchases and debt management.
Establish your financial needs during life and at retirement
Creating, monitoring and advising of investment/retirement plans
Assist in collection of all pertinent information to create your estate plan and/or a will
Provide simple income tax advice and services as needed.
Services:
CRITICAL ILLNESS & DISABILITY INSURANCE, RESP, TFSA, MORTGAGE FINANCING, FIRST TIME HOME BUYERS PLAN, INSURANCE, RRSP, GROUP BENEFITS
Languages:
English, Polish