Back to Top
  • Protecting your family

    No financial strategy is complete without a plan to protect loved ones from financial loss.

  • Your investments

    Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

  • Your Legacy

    A detailed estate plan creates a legacy that can benefit your heirs in many ways.

  • Your Retirement

    Retirement today comes with many possibilities. We can help you make the most of every opportunity.

  • Young family

    A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

  • Established Family

    Family's with older children need a wise cash flow management plan to help contend with rising expenses.

  • Retiree

    Careful planning can help ensure the highest income level to make your retirement dreams a reality.

  • Starting Out

    Starting out with a firm financial foundation is a great strategy for building a solid relationship.

  • Your child's education

    Few things in life are more rewarding than helping the next generation get a great education.

  • Single

    When life situations change a good financial strategy can help to lower the stress.

  • Income Tax Planning

    Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

  • Running a Business

    Running a successful business can be one of life's most rewarding experiences.

Wealth Management Services London Ontario

We know that you have worked very hard for your money through the years. Investment planning to minimize your risks while also minimizing taxes is important. We know that. We also know that your financial goals are very personal and also very important to you. That is why we promise to help you maximize your investments so that you can realize your goals in life and have the financially secure future you have always dreamt of.

If you’ve ever thought that you needed help with financial advice in London, Ontario, or were wondering if you would benefit from wealth management services, then you should talk to us. We are more than just retirement planning. If you are seeking a retirement planner in London, then you have come to the right place.

When you work with us we will take the time to make sure you thoroughly understand the many financial options available to you to help not only secure your investments, but grow them as well. Our philosophy is this: The more you know about retirement planning in London Ontario, the more probable you are to hit, and even exceed, your financial goals. We are here to help you do just that.

The first thing we do as financial advisors is to make sure that you are fully informed. We embrace investor education as it allows us to forge robust relationships with each and every one of our clients.

The bedrock of those relationships is, and always has been, trust. We feel trust is critically important when you choose the right financial advisor in London, Ontario. We are here to let you know that you can trust us to manage all your financial affairs. We know we must do the right thing – always - for our clients the first time and every time. We strive to make rock-solid recommendations in all our retirement planning – ones that meet both the needs of our clients, as well as addresses their ability for risk tolerance. We'll do the same for you.

Whether you need help with retirement planning in London, or a more full-service wealth management plan, Mizak Private Wealth is here to help.

We promise to work hard to earn and keep your trust. We always prudently reflect on your needs, goals and dreams before we recommend and implement any retirement plan. We do this to make sure that you can have the peace of mind you require about your hard-earned money and your financial future.

Please click here to contact us for assistance with any financial questions, of if you need financial advice or retirement planning expertise in London Ontario.

Retirement

Dealer Logo

Mutual Funds Provided Through FundEX Investments Inc.