facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

OUR STORY

It takes committed minds with strong vision and leadership to build and maintain thriving communities.
 

These individuals are the ones who truly make a difference. At TopLine Financial Advisors, we acknowledge the many hats that families and businesses wear to make our community one that we can be proud of. These people take on many different roles and are passionate about what they do and how they contribute to their jobs and the economy.

We appreciate how hard people work to provide for their families and the commitment they have to succeed in business. 

We are dedicated to helping our clients.

 

With our integrated, combined skill sets, we prepare effective financial plans, tax strategies, retirement plans, pensions and employee benefit solutions.

At TopLine Financial Advisors, we believe it is our duty to provide exceptional service, stay current on industry trends and remain at the top of our class. We are recognized for our innovative ideas, thorough approach and prompt service. Our top objective is to help clients experience financial freedom, security for their future and preparation for the unexpected; topline strategies and bottom-line solutions.

Whatever hat you are wearing, we have you covered.



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

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.