Independent, objective, and unbiased advice isn’t easy to find in today’s financial marketplace. Most advisors you could meet with work for a financial institution, and have an obligation to recommend products produced by that institution.
We are different.
We are a financial planning and investment advisory firm specializing in finding our clients the right solution to their financial, retirement, estate and investment planning needs. As we are not employed by a financial institution, we are able to be independent and unbiased in arranging for our clients the best plan for their insurance or investment needs
We draw on decades of wisdom and experience in drafting individualized, customized plans designed to guide our clients to the achievement of their goals. We are associated with the Wealth and Insurance Solutions Enterprise (within Freedom 55 Financial, a division of London Life Insurance Company), a specialized segment of advisors focused on meeting the complex needs of affluent Canadians.
There are literally thousands of investment funds available in Canada. We do daily research through a variety of sources so we can provide our clients with the information, options and insights they need to make the best decisions regarding their investment portfolios. We are able to source dozens of banks, trust companies and credit unions in an effort to find our clients the most competitive GIC rates, and utilize Canada’s leading life insurance companies to ensure we can tailor the most appropriate insurance products for our clients’ financial security needs.
Call us today for a personal consultation – 613-283-5510
WHAT WE OFFER
Investment Services
Whether your objectives are preservation of wealth or building your future nest egg, Pankow Financial is here to help you. Especially if you don’t have an investment strategy yet, we can help you get started on your way to future financial stability. (Read more)
Planning Services
If you are currently retired or years away, reviewing your plan regularly makes sure all things are on track. With the ever-changing investment options and tax laws planning for retirement requires monitoring and regular updates to be sure you’re on top of things. (Read more)
Insurance Planning
We know that life insurance can provide some unique and valuable financial benefits, especially for those with dependents to support. It is often the best way to insure that your loved ones will be financially stable should you die prematurely. (Read more)
RECENT NEWS
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We are very excited that after almost ten years as an Advisor with our firm, Barry Thompson is becoming a full partner at Pankow Financial Solutions ltd.!
Barry has the knowledge, expertise and people skills that are required to be part of our winning team. He cares about our clients, as they are like family to us and we are glad to have him as part of our family!
Stop in and say hi to our team and our newest partner and get a free financial consultation!
Barry Thompson - Pankow Financial Solutions Ltd.
Financial Security Advisor & Investment RepresentativeWe are proud to support the incredible work of Big Brothers Big Sisters of Lanark County. Mentoring works!
Although we all understand the risk and frequency of cancer, we often do not fully know the financial devastation that can follow a diagnosis.
Most people tend to be quite private about their finances and are usually reluctant to ask or help, when they need it the most.
Critical illness insurance is designed for this exact reason - to provide a lump sum, tax free payment during the most difficult times.
We have numerous clients who have made the decision to acquire critical illness insurance and are comforted by the security it provides. We have also had numerous clients diagnosed with cancer or suffer a heart attack and have the lived experience of knowing how their insurance helped preserve their financial security so they could concentrate on getting better.
Critical illness insurance can be the difference between bankruptcy, and preserving your way of life so when you recover from a serious illness, your financial security and long-term financial plan can stay intact.
We work with Canada's leading insurance companies to find the critical illness program that is right for you. Please contact us to learn more at 613-283-5510 or email shawn@pankow.ca or barry@pankow.ca
The role of a financial planner can vary considerably from one individual to the next. For some, a financial planner may be focused primarily on wealth management and recommending and managing the right portfolio of investments. For another, it may be providing for income security in the event someone dies. This article from MoneySense magazine does a good job of clarifying some of the key roles a financial planner can play in the lives of his or her clients. Contact us to learn more.
Estate planning: A guide to protecting your legacy
Follow our estate planning guide to learn how and why to protect your family and ensure that your legacy lives on with those you love.