why choose us
We will help you to achieve the lifestyle that you and your family desire and deserve , through our structured and disciplined approach to financial planning.
We provide you with the proper education so you will always make the right choices.
We take the time to listen and learn the information needed to fully understand your complete financial picture.
We will show you exactly were you are today and were your headed in every area of your financial life.
Less than 38% of Canadian families have a written Financial Plan.
59% of Canadians would have trouble if a pay cheque were to be delayed by one week.
6 in 10 Canadian families are still living pay cheque to pay cheque.
The entire plan is organized in one spot accessible from anywhere, and everything works in sync…
Families with a proper plan find Financial conversations are 83% more positive and productive.
Families who have a proper budget free up on average $300 to $500 monthly.
As a single mother of three young children with many hopes and dreams, I struggled to find a financial planner who was willing to listen to my needs and truly put my family first! Tri City Financial Group has a professional, full service team that truly does strive to improve your overall financial picture in every aspect! They have assisted me and helped my family to grow and excel!
Thank you for your continued support Tri City Financial Group.
Kristen
Waterloo On
Working with my advisor at Tri City Financial Group has allowed me to see exactly where my money is being spent on a monthly base, my family is now properly protected and we are now on track for a great retirement. I would recommend anyone who is looking for a full service team visit with an advisor from this firm.
John B
Kitchener On
Having a better look at my financial picture has helped me understand and given me the direction to make the necessary changes putting me on track for a great future! I love my new plan and the control its given us. Thank you!
Ashley H
Cambridge
As a single mother of three young children with many hopes and dreams, I struggled to find a financial planner who was willing to listen to my needs and truly put my family first! Tri City Financial Group has a professional, full service team that truly does strive to improve your overall financial picture in every aspect! They have assisted me and helped my family to grow and excel!
Thank you for your continued support Tri City Financial Group.
Kristen
Waterloo On
Working with my advisor at Tri City Financial Group has allowed me to see exactly where my money is being spent on a monthly base, my family is now properly protected and we are now on track for a great retirement. I would recommend anyone who is looking for a full service team visit with an advisor from this firm.
John B
Kitchener On
Having a better look at my financial picture has helped me understand and given me the direction to make the necessary changes putting me on track for a great future! I love my new plan and the control its given us. Thank you!
Ashley H
Cambridge
Call us today to schedule your appointment and let’s get started!
226-338-0062
