regentfinancial.ca

Regent Financial Services - Home

At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We want to let both our new and existing clients understand how we do business and the benefits you can expect with the process we use. Your consolidated portfolio access, 24/7. This website is our gateway to our clients. In order to obtain access to your client reports you will need to have a login and password assigned to your account.

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Regent Financial Services - Home | regentfinancial.ca Reviews

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At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We want to let both our new and existing clients understand how we do business and the benefits you can expect with the process we use. Your consolidated portfolio access, 24/7. This website is our gateway to our clients. In order to obtain access to your client reports you will need to have a login and password assigned to your account.

<META> KEYWORDS

1 about us

2 our process

3 investing wisely

4 resources

5 articles

6 learn more

7 secure sign in

8 client access

9 manulife securities disclaimers

10 legal

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Regent Financial Services - Home | regentfinancial.ca Reviews

https://regentfinancial.ca

At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We want to let both our new and existing clients understand how we do business and the benefits you can expect with the process we use. Your consolidated portfolio access, 24/7. This website is our gateway to our clients. In order to obtain access to your client reports you will need to have a login and password assigned to your account.

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regentfinancial.ca

1

Regent Financial Services - Home

http://www.regentfinancial.ca/home

At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. We want to let both our new and existing clients understand how we do business and the benefits you can expect with the process we use. Your consolidated portfolio access, 24/7. This website is our gateway to our clients. In order to obtain access to your client reports you will need to have a login and password assigned to your account.

2

Regent Financial Services - Articles

http://www.regentfinancial.ca/features

Money worries are never far from mind but did you know they can also affect your health? How to make your money last as long as you do. Here are a few ways to stretch your retirement dollars just in case you live even just a little longer than you anticipated. Have your latte and drink it too. Three easy examples of how taking fifteen minutes right now can set you up for financial success throughout the year. Stay motivated, stay healthy. It's easier than ever to track and reward healthy decisions. Banki...

3

Regent Financial Services - Investing Wisely

http://www.regentfinancial.ca/investing-wisely

Investing Wisely - Financial Strategies and Concepts. At Regent Financial we believe in creating a complete financial plan to help you reach your financial goals both personally and for your business. Term Deposits (Cashable GICs). Tax Free Savings Accounts. Short Term Guaranteed Investment Certificates. IRP Line of Credit. Tax Free Savings Accounts. Health and Dental Coverage. The following are some of the strategies that we offer:. Estate Conservation and Protection. RRIF, LIF, LRIF, PRIF.

4

Regent Financial Services - About Us

http://www.regentfinancial.ca/about-us

At Regent Financial we take pride in providing top quality, professional investment advice with a very personal focus. We like to say that it is our job to “help people to achieve their financial goals for themselves and for their families in a timely and cost-efficient manner.”. We like to meet on an annual basis to review your progress toward accomplishing your objectives. We might ask you to come in sooner if major changes occur in the world or local economy that might affect your portfolio or you...

5

Regent Financial Services - Our Process

http://www.regentfinancial.ca/our-process

We follow a step by step planning process used to align your risk tolerance with your. Portfolio in a proven way:. Next well work with you to clarify and help you to set specific goals. The process helps us to develop clarity about your goals and objectives. Establishing your investment profile from your needs analysis, an initial suggested asset mix is selected based upon your unique goals and objectives and profile. Analysis, we will review and outline our suggested recommendations for action.

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