Services

advisor.jpg.size-custom-crop.1086x0 (002)We work with clients from ages 18 – 80, at all stages of life.   It is extremely important to listen to clients.

The First Step:  We pause, take a deep breath, and simply have a conversation about what is important to you; wants, needs, wishes, dreams and goals.

Pachal Financial has agreements in place with some of the largest Canadian Insurance and Investment companies, allowing us to use products and services that are the best in the industry!  We make sure that the right product and service is used to help you reach your goals!

Investments and Retirement            plants growing in size (002)

We make sure that the correct investments are used to achieve your financial goals. This is done by assessing your risk tolerance and personal information, and then recommending the proper investment structure.   These may include the use of RRSP’s, TFSA’s, non-registered investments, or LIRA’s.

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The right type of insurance, and the right amount of coverage, is crucial to protecting your family and your future.  We can help you determine the correct kind of life insurance and coverage you need to protect your family. We can also provide referrals for Disability Insurance and Critical Illness coverage.

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Pachal Financial has been implementing and servicing Group RSP plans for over 20 years, assisting employers and employees in reaching their financial goals.

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If you require a new mortgage, or simply refinancing or renewing, we can help you with this. I work closely and can refer you to a qualified mortgage broker who can help you find a mortgage with terms that meet your needs and the best possible rate. Having the right mortgage can save you thousands!

 Proud to be working with clients for over 30 years!