As a full service investment advisor with Global Securities, I provide clients with access to all the tools necessary to enhance wealth. My team does this by getting to know your situation, discussing your investment options, providing access to all financial products and making recommendations which will be based solely on your personal investment needs and goals.
As an Investment Advisor with Global Securities Corporation, a full service brokerage firm, I am able to offer a wide range of investment and financial management options.
Providing access to all North American equity markets to clients wishing to invest in stocks, exercise stock options, employee share purchase programs, mutual funds, bonds and GIC’s.
Help you decide which severance options fit you and your family best. Severance package must involve strategies that will help you maximize your benefits, and minimize taxation.
Develop a sound estate that will protect the ones you love from loss of income, high debt and taxes.
Create a detailed financial plan that analyzes your current situation and provides you with recommendations on how to create wealth. Coaching you to become an investor, not just a saver.
Coaching in how to identifying potential business opportunities. Developing goals and exploring strategies on how to grow your balance sheet.
No plan is complete or finished, as all growth is perpetual. Planned quarterly meetings, will allow your plan to change with you. Planning will involve solving your short, medium and long term goals.
- Mutual Funds
- Corporate Financing
- Currency Forex
- Severance Packages
We provide unbiased informational training and coaching seminars which are personalized to your group, subjects include:
- Defined Benefit Options and Planning
- Defined Contribution Plan Options and Plans
- Retirement Planning and Budgeting
- Severance Options and Planning
- Understanding Risk
- Wealth Creation Strategies
- Creating Tax Deductible Mortgages
- Exchange Trade Fund Basics
- Tax Planning Strategies
- Estate Planning
For a free personalized needs analysis, second opinion, or information on current market conditions, contact me, John Kason.
Toll Free: 1-866-614-0111