Santoro Financial Group

Description

Santoro Financial Group provides its private clients with solutions to preserve and grow capital safely while reducing the tax erosion on family wealth. Using a sophisticated holistic planning approach we ensure each client has financial clarity and certainty in their plan.
OUR PROMISE TO YOU Using our proven process, we get to know you and introduce you to our services. We take the time to listen, helping you to identify and clarify your goals. From our discussions we often uncover opportunities as well as gaps in your planning. We add value by focusing on new or missed opportunities and closing the gaps in your plan. We will discuss both traditional and alternative strategies to help you grow your capital, mitigate risk, and reduce the tax erosion on your wealth. Your personal goals are the foundation of our discussion. Together we work with you to make decisions based on the facts, put an action plan in place, and follow up to make sure the plan is implemented and monitored. Our approach brings you clarity and our recommendations are presented in a transparent and simplified way. You can also contact me at: (416) 366-2971 Extension 7451 Contact us today for more information.