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Growing The Team To Better Serve You!

Growing The Team To Better Serve You! 

From the beginning of discussions with Greg, Paul & Sean, our vision for Topline Financial Advisors has been to provide an exceptional level of advice and service. As partners of the organization, we pride ourselves on the level of advice we provide to our clients. From a client service perspective, our support staff Debbie Ruskin and Kristine Dembinski take that same level of pride, combining their many years of experience to provide you with the highest level of client service.

With the continued vision of building a team to better serve you, we are excited to announce the addition of Andrew Scott to our team. Andrew’s focus will be on providing financial planning and sales support to both our team members and our clients. He is excited to be part of the organization and develop his skills and knowledge in the financial services industry and looks forwarding to meeting all of our clients.

You can read more about Andrew’s background as well as each of our team members on the team page of our website:

www.toplinefinancial.ca

Topline Financial Advisors is committed to the growth and evolution of our organization with the goal of providing you with the highest level of advice and service. Thank you to all of our clients for the opportunity to be of service to your family and your business.

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

Learn More


Use of these tools does not replace a comprehensive financial plan. There are numerous factors such as government benefits, taxation, life expectancy and lifestyle that will impact the calculator results differently.

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
  • A rate schedule for financial planning services
  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

The answer to this can be different for each individual. Factors such as current and future income sources and levels, marginal income tax rates now and at time of withdrawal, objective/timeframe for use of the investment and other factors, the answer could be RRSP, TFSA or in some cases, both.