Uxbridge, ON, L9P 1E6
Phone: 905-852-3184
Fax: 905-852-9040
5 Year GIC Rate 3.45 % (Subject to minimums) Effective July 26th/10 All rates available. Call our office at 905-852-3184 |
| Insurance products are offered through Brian J. Evans. Mutual funds are offered by Brian J. Evans through Quadrus Investment Services Ltd. Other financial services and products are offered through Brian J. Evans Financial Services. |
Welcome
As an independent Broker, Brian Evans provides clients with good quality financial services. His industry insight, reputable resources and conservative approach ensure that clients' financial strategies are developed in a balanced manner. Whether you are establishing your first policy, portfolio or simply fine tuning an existing one, find out for yourself why choosing Brian J. Evans Financial Services is the right choice.
IMPORTANT NOTICE – RE TAX-FREE SAVINGS ACCOUNT – (TFSA)It has come to our attention that some clients have received their Notice of Assessment from the Canada Revenue Agency for 2009 with incorrect Tax-free Saving contribution amounts for 2010. We have contacted CRA and have been assured that letters with corrected amounts will be issued in August. It is important that only $5,000 be contributed on an annual basis.
In the meantime please contact our office prior to making your 2010 TFSA investment. We will help to ensure that you are not penalized for over contributions.
| The Basics | Financial Security | Our Community | |||
Budgeting is fundamental to the achievement of financial independence and with time and serious commitment the results are measurable and fulfilling. |
Developing a strategy for your financial affairs begins with a mindset that is willing to adopt new patterns of thought that will benefit you in the future. | Uxbridge is a thriving community which offers an array of activities and events. It takes many to make up our community - please enjoy! |
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