WELCOME

BUILDING WEALTH TAKES TIME AND EFFORT

A COLLABORATIVE APPROACH

We foster a culture of listening and understanding all concerns, aspirations and improvements you desire.
We are here to help you achieve your best financial outcome by bringing to bear the full range the financial services industry has to offer – employing effective strategies, products, tax structures and subject expertise.

We are Dedicated to the Pursuit of our Clients’ Best Financial Outcomes.

Whether an individual or a business owner, maximizing the use of your hard earned money is central to your well being.

Effective financial outcomes start with a conversation.

We invite you to explore the world of Full Circle Financial.

Do something today that your future self will thank you for…

There’s more than one way to maximize your hard-earned money.

 

Explore your options.

Individual

Non-Linear Financial Planning

Navigating the world of financial services should not be a fraught exercise in risky actions, opaque products nor confusing concepts. In an ideal world, financial services should enhance your personal well-being. We should enable you to achieve your best financial outcome in the use of your money. 

For over 30 years we have been devoted to this singular fact: helping you achieve your best outcome from the effective use of your money. 

Saving taxes, reducing expenses, minimizing risk, improving upon the benefits you receive from the use of your money; these are the guiding objectives of Full Circle Financial. 

                               

“Full Circle has helped us crystallize our retirement planning,
assisted in transitioning us from our business
and found ways to save tax.”

Marj W

Collaborative

Your best team –

your best outcomes

Our focus upon your best solutions centres upon a culture of listening and understanding the concerns, aspirations and improvements you desire.  

At Full Circle Financial, we bring to bear the full range and value that the financial services industry has to offer. Whether it comprises effective strategies, products, tax structures or subject expertise, we are here to help you achieve your best financial outcome. 

“A man’s got to know his limitations”

Dirty Harry

“If you’re having trouble seeing something, change the perspective”

Business Owners and Entrepreneurs

Total Rewards

Are you fully realizing the personal benefits of incorporation?

Are you and your employees maximizing the benefits available through your corporation? In a competitive employment marketplace, cost effective benefits are a vital competitive ingredient for success.

We bring a comprehensive understanding of how to best take advantage of the valuable cost and tax savings approaches to personal well being available through your corporation. These may be the most valuable steps you take in managing your money.

“Kevin has been our Financial Advisor for almost 20 years, prior to making the best decision of our life to have Kevin take over our portfolio we had a collection of investments rather than a structured portfolio. Kevin has provided us the ability to not only meet our short-term goals, however, has also set us up for retirement while ensuring our family is protected.  We have been extremely pleased with the advice and approach Kevin has provided and we truly think of him as part of the family rather than just our Financial Advisor.”

Nick and Bessie C (Investment Clients)

What Are the Rules of the Game?

Financial Institutions

Want your money!
Want it systematically!
Want to hold on to it for as long as possible!
Want to return it little by little when you want it back.

This is not necessarily a bad thing. However, it may put into context some asset preservation strategies in a slightly different light. Unlocking your money from these constraining rules of the Financial Game is the difference between playing and learning how to win. 

Begin Your Life in Full Circle…