We help donors and not-for-profit leaders make informed investment, legal and tax planning decisions regarding their charitable planned giving requests and goals. We work with portfolio managers, legal and accounting professionals, to ensure integrated advice that will effectively increase the impact of your giving.For Individuals and FamiliesPortfolio Manager SelectionPortfolio Manager ScreeningI [...]
We have been assisting businesses and employees by teaching Financial Literacy skills since 1998. We help them learn how to manage money wisely, save for retirement and understand their employee benefits and pension plans.Our employee benefits consulting services include:Ongoing financial literacy workshops for employees;One on one financial and retirement counseling;In depth and competitive [...]
Moving to another country is a big decision! It means starting all over again! There are many sources of stress and anxiety. We have extensive experience in financial education. We helped students of varied backgrounds learn about the Canadian financial system. We have extensive experience teaching and coaching new immigrants on how to save and invest responsibly, understand g [...]
Travelling is awesome! We get to know new places and cultures. Before travelling we do everything we can to plan ahead and reduce the chances of any setback. Travel Insurance is part of the tool box of every seasoned traveler.At Ektos Financial we work with most trusted travel insurance providers. Please, fill the form below to get a quote and purchase online. You will get an e-mail with the link [...]
A Will is not a panacea that can solve all the problems of a estate, but is indispensable indeed. Recently the media published several articles about Aretha Franklin death and the fact that she did not have a will. Certainly there will be several disputes and many lawyers will profit charging hefty fees. In the end her heirs might receive just a small fracti [...]
