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Resources

Home »Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Investment Planning

5 Strategies for Difficult Markets
Dollar Cost Averaging
How to weather stormy markets...stay invested
I don't want to invest my money now because...

Careers, Education Planning

Can Learn
Financial priority planner
Life Long Learning Plan
Education Savings for Your Child
Education Planning and Student Aid
RESP Savings Calculator
Student Loans, Grants and Scholarships
Continuing Education - Lifelong Learning

Tax Planning

Home Buyers Plan
TaxTips.ca
Registered Disability Savings Plans (RDSPs)
Aging and Taxation
Canada Revenue Agency
CRA Netfile
Tax Calculators & Rates
Tax Tips (CRA)

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Estate planning, wills and dealing with death
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving


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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

How we help

Established Family

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat.

Your investments

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.

Your Legacy

You have worked all your life and saved for retirement. What other planning work could possibly be left?

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Testimonials

Mike and Deborah G.

Denny Chuang has been our financial advisor for the past ten years. My husband and I are very pleased with the commitment, dedication and professional expertise exhibited by Denny as he makes strategic changes to our investments to help us cope with the ups and downs of the Market. When I was forced into retirement Denny’s planning helped with our financial transition. Now we have full confidence in Denny’s consistent performance as he uses his skills and qualifications to ease my husband’s journey into retirement and look further into Estate Planning. I would not hesitate to recommend Denny Chuang to anyone seeking the aid of a Financial Planner.

Tony and Laura S.

We really appreciate that in the 19 years that we have been with Mr. Denny Chuang, he really listens carefully and is very thorough in explaining all aspects of our portfolio. Denny is forthright, honest and passionate about what he does. Denny really goes out of his way to keep us informed about our portfolio throughout the year and based on his vast knowledge of the markets will make suggestions on any improvements to the portfolio when deemed necessary. Denny is a truly caring, professional and knowledgeable financial advisor whom we have highly recommended to many of our family members and friends.

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Hot Topics

    Services
  • Estate Planning
  • Travel Insurance
  • Retirement Planning
  • Eldercare
  • Wills

About Us

We serve individuals, families and business in the Oakville area. Our primary goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

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