(905) 443-1026 Ext 5508
Christopher Bolton, BA, EPC
- Life and Health Insurance Advisor
- Investment Fund Advisor*
- Mutual Fund Representative*
For nearly 20 years, I have been a proud partner in my clients' financial success. I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution for you. Given the number of solicitations you receive, what I can offer you is guidance in achieving financial security by turning your ambitions into concrete realities.
I will help you review your situation and propose a two-pronged strategy: achievement of financial prosperity so that you can carry out your projects, and financial security so that you can protect yourself, your loved ones and your achievements from life's unexpected challenges.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:
- Expertise
- Objectivity
- Relevance
- Familiarity
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness;
- Plan ahead so you can finance your projects;
- Manage your debts;
- Determine your financial needs for retirement;
- Prepare for your estate settlement.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.