Jim Laszlo, RRC® - CANFIN - Jim Laszlo

About Jim Laszlo

“Creating financial strategies to meet and protect your life goals”.

Strategies are designed for your specific needs: for the family, business while providing business group insurance. I serve GTA north and west and surrounding areas.

As a member of Canfin Wealth Management I have joined forces to provide comprehensive and integrated wealth management services to businesses and their employees, professionals and individuals.

I am licensed to offer the following services:

Licensed to offer mutual funds in 1998
Licensed to offer life insurance, critical illness, extended health insurance in 2000
Licensed to offer mortgages via Canfin Mortgage & Equity Inc.RRSP's, RESP's, RDSP's, and TFSA’s

As a General Manager of a Hockey League, I know the importance of coaching in order to enhance your potential to achieve your financial dreams. I similarly work with a strong team-based Canfin Wealth Management as I help coach your finances to a beat the uncertain changes that we all face in life so you can meet your goals along the way.

I will help you and your family achieve Financial Success
I have four children; three are grade 8 or younger, and one entering post-secondary school. It gives me great joy to help my clients plan for their children’s’ education and their financial future –our next generation. My aim is to help guide them with life choices affecting their finances on an individual basis, just as I will assist you.

How I am remunerated for my work
I earn income primarily from commissions, which means that my client does not need to pay any up-front fees to begin their financial planning.My practice has been built on referrals from the GTA.

Family Business Solutions
I also help family-owned businesses develop and insure their financial risks, such as income replacement planning, and group insurance planning.

Canfin’s Wealth Management Group - Leadership and Teamwork
My team at Canfin Wealth Management – founded in 1995 - takes a holistic approach to creating, protecting and transferring wealth.

Call my team and I for second opinions, questions, comments or for an evaluation on your Registered Retirement Savings, Educations Savings Plan, Disability Savings Plan and Tax Free Savings Accounts! We are here to help!

Canfin Wealth Management services are comprehensive because creating wealth, distributing wealth, managing and preserving wealth cannot be done in isolation. A full 360-degree perspective is required to ensure that success in one area does not conflict with another. We use an integrated approach in all our engagements because when it comes to the creation, distribution, preservation and management of wealth there are no easy answers, and may involve other highly skilled individuals to work collaboratively with us to develop custom tailored solutions based on the unique circumstances of our clients.

To help you achieve your goals, Canfin Wealth Management only associates with financial planners, advisors and other professionals and service providers who are committed to life-long learning and professional development. All of Canfin Wealth Management's clients will always experience our "qualified approach to wealth creation, wealth preservation, wealth distribution and management!"

As a member of Canfin Wealth Management I am committed to these Core Values which cover these 5 principles:

1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.

2. Excellence in client service,

3. Comprehensive services through a closely linked group of expert service providers,

4. Remain Independently owned and operated, and

5. Committed to being good corporate citizens by adhering to the triple bottom line: sustainable business, environmentally friendly business and ethical business operations to make stakeholders proud to associate with us.

Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."

TESTIMONIALS

“Jim has always been available to me as his client. If I send in a request to him to make a change to my portfolio he responds to my inquiry right away to acknowledge my request and get changes implemented and into place by the requested time if not sooner. Jim goes out of his for his clients, he adds a personal touch to everything to make you feel like your his only customer. It is this personal touch that allows me to trust that he is looking out for my needs and allows me to continue to use his busienss instead of others. Finally Jim knows his stuff. He is very knowledgeable and is definately an expert in his field. Whenever i have any finance related inquiries I always contact him as I know he will educate me to the fullest.” Gorret Serra
hired Jim as a Financial Advisor in 2001

“Jim has been my trusted financial advisor for over 10 years. Throughout this time, he has always made himself available whenever I needed his advice and expertise. His knowledge, passion and sincerity allow me to feel confident that my future financial goals will be met. There is no one else I would trust in this regard. Jim is second to none!” Top qualities: Personable, Expert, High Integrity Jamie DeRose, CMD hired Jim as a Financial Advisor in 2000

“I have known Jim Laszlo for nearly 15 years. We met when we both worked at The Cadillac Fairview Corporation. Jim’s knowledge of the financial market, coupled with the trust we built over the years, gave me the confidence to select him as my financial advisor. Let’s face it: We’re a little protective when it comes to our own hard earned money. I know I was. I’ve never looked back or regretted my decision to select Jim as my financial advisor. My fondest memories of Jim when he first started his career in the industry are the times when he would cut out newspaper articles for me about the economy or the importance of investing. He would take the time to explain the contents of the articles and how it pertained to my own portfolio. Throughout the years, Jim continues to make sure I stay informed. Whether it’s through newsletters, emails, etc. he stays connected to me — his valued client. And I’m not going to lie; I always look forward to the birthday and Christmas cards he sends. It’s a small gesture with a huge impact. It tells me how much he values our advisor/client relationship. Andrea Civichino Writer/editor Top qualities: Personable, Expert, High Integrity Andrea Civichino hired Jim as a Financial Advisor in 1998

“I've worked closely with Jim for about a year developing risk management strategies for key clients. He has demonstrated a high degree of professionalism and integrity in all our dealings. I would gladly work with him again, and wouldn't hesitate to recommend him to others looking for comprehensive financial advice.” Damian Borges, worked with Jim at Canfin Wealth Management

“Jim has been instrumental in ensuring that I have a complete understanding of my financial future. His expertise has enabled me to set my goals and take advantage of all programs and incentives available to me. Jim is a wealth of financial knowledge.” Top qualities: Personable, Expert, High Integrity William Correia, Property Manager hired Jim as a Financial Advisor in 1999

“I have known Jim for close to 15 years. Jim is extremely knowledgeable, well respected and very passionate about what he does. He is always very professional and courteous. Jim is also someone you can always rely on. He is great at developing new relationships while still maintaining very strong existing relationships. Jim is attentive, personable and has a great sense of humour.” Andrea Tushingham, SCMD, Director of Marketing,