Can and able has been providing financial planning, estate planning, retirement planning and education planning in the community since 2009. Our team members are Certified Financial Planners(CFP®), Chartered Life Underwriters(CLU) and Licensed insurance and investment advisors.
Can and Able emphasizes the need to have a structured plan in place that could help you achieve your goals. The most important aspect of the whole planning concept is that the plan that not only meets the requirements but also is easy and simplified enough to understand and comfortable for the client.
Can and Able’s goal is to increase and preserve the wealth that is already built up; provide for retirement and disability, minimize income taxes, ensure proper distribution of your assets and minimize estate taxes and transfer fees.
Advantages of dealing with Can and Able We have a full range of insurance products that guarantees the awareness of lowest price in the market for insurance.
We carry a detailed range of investment options so that you can invest with confidence. We work with a full service office with full support staff on board in commercial real estate that assures professional handling, privacy and timely completion. Our head office is in Brampton near Steeles and Bramelea.
We have developed many strategies over the years to benefit you the most, especially if you have young children or are business owners and other self-employed business persons.
We can be reached at 416-400-5858 or office at 905-234-0206. Our email is CanAndAble@outlook.com
You are NOT a number to us
We treat you like a person and provide personalized service. We fully understand that the biggest complaint clients have about their current relationship with their Financial Advisor is that they feel like a number and their relationship is not personalized. When you work with can and Able and Associates you will experience the difference it makes to have a knowledgeable Advisor who truly understands you and cares about helping you meet your goals. With us, you will experience a more personal approach to financial planning and investing and will never be just another account.
More than JUST the experience
Along with having many years of financial planning and customer service experience, we are proactive and look for new financial opportunities to provide you with valuable, appropriate and relevant options. We are continuously upgrading, making new strategies, keeping ourselves up to date on current tax structures and laws. Our balanced approach of combining our past experience with current research in finance and behavioural finance helps you reach your dreams and goals.
You give us the opportunity with maintaining and growing some of your most important assets. We take this responsibility very seriously. We work closely with you to achieve your goals. Along with giving you respect and appreciation, we are trustworthy partners in whom you can confide regarding any planning or life issue. We pride ourselves on the highest level of confidentiality and trust.