Corporate Profile

Corporate Strategy

To commit to provide the direction and expertise necessary to preserve clients’ capital, and maximize their profits
To be honest in the conduct of our business, and be truthful and refuse to countenance deceit or misrepresentation
To be a leader in our industry through our commitment and dedication to providing superior service
To recommend only those investments that we personally hold, or would hold, in our portfolio
To maintain the highest level of professionalism and dedication in the services we provide
To be a leader within our industry through providing personalised one on one relationship
To practice our profession with integrity and responsibility you can trust
To maintain the strictest of objectivity and confidentiality
To be accountable for any advice given and actions taken

Code Of Ethics

To be committed to the highest level of the Financial Services Commission Of Ontario

To be committed to the highest level of the Canadian Institute of Financial Planners "Code of Ethics"

To be committed to the highest level of the Mutual Fund Dealer Association's "Code of Ethics"

To be committed to the highest level of the Ontario Securities Commission’s "Code of Ethics"

To be committed to the highest level of the Investment Fund Institute’s "Code of Ethics"

Call: MoneyWI$E Financial Inc. at (905) 883 - RRSP (7777)
Fax: (905) 883 - 7778
Address: 120 A Lucas Street
Richmond Hill, Ontario
L4C 4P5 Canada
Email: inquire@moneywisefinancial.com

To get more details of the products - CLICK HERE