Bentley Financial provides our clients access to a professional, energetic, and entrusted advisor team supported by a talented administrative staff. Our team incorporates a wide range of experience and knowledge in tailoring solutions unique to each client.
All clients are unique and we treat them that way. Each plan is created to meet the needs of each client. Our team has a vast range of skills and capabilities that allows each plan to be carefully tailored to ensure you realize your dreams. Our sole mandate is to secure your future goals and ambitions. Your needs and goals will change over time and your plan needs to be dynamic. That is why we are with you every step of the way.
As a provider of comprehensive financial advice and quality financial products, Bentley Financial maintains an objective, planning-based approach to delivering financial peace of mind to every client through personalized and customized solutions.
Using a disciplined planning process, Bentley Financial helps you identify and articulate your unique financial objectives. Based on this analysis, we then deliver a customized written plan to assist you in achieving your personal objectives.
One of our core objectives is to ensure our clients are on track to achieving their personal goals. Our services are free of charge and we take a no-obligation approach to recommending any of our services to our clients.
Bentley Financial wants to ensure you have a complete list of products to choose from in order to achieve your goals and meet your objectives. From a business standpoint, we want to ensure business owners are covered as well as offer solutions for protecting employees.
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Unlike recent years, this year Canadians will have to do without the large Christmas gift of tax cuts from Ottawa as the new year begins.
But thanks to provincial changes, some were still able to realize tax savings in 2009 starting New Year's Day.
Hello and warmest holiday wishes!
We hope this holiday season finds you comfy, cozy, and well. If for some reason, you aren't ... eggnog has been a little-used but well-known cure-all for all sorts of things.
2008 has been a tremendous year
Come January, one of the biggest questions facing financial planners and clients will be "where should your clients put their money — into TFSAs or RRSPs?" There are obvious and not-so-obvious similarities and differences between the two
Stock markets are enduring volatility and the economy is uncertain, but that shouldn't deter Canadians from setting up a tax-free savings accounts next year, say financial advisers.
"Every single person should have a tax-free savings account,''