Services

New World Financial is an independent broker of savings products such as GICs and Deposits and Cash Value Life Insurance in Ontario. NWF also provides financial planning services through staff with the Certified Financial Planner (CFP) designation.

The team at NWF focuses on removing some of the frustrations that business owners have to deal with

  • “All my money is tied up in the business”: Our team helps you finance your business in the short term while building up long term savings
  • My advisor is too junior, and is replaced yearly”: Many people who work for large corporations see the “small business advisor” role as a stepping stone to higher management. With NWF you get advice from a competent, mature finance professional who actually considers advising business owners his calling.
  • “My advisor will only solve my problems if I use his employers products”: Once we agree on a funding solution for you, we shortlist the providers and products most appropriate to you and let you choose.
  • “My advisor avoids discussions about the performance of the products she/he recommended me to buy.”: What do you do to employees who refuse to talk about their performance? NWF encourages you to demand performance in your financial plans.
  • “My advisor doesn’t understand small business”: 100% of NWF’s research and development money on finding solutions for funding problems that business owners face. Aiming to be the best financial services firm for business owners means that we might not be as good at serving corporate executives or nonprofit managers or any other type of customer, but that is a price NWF is willing to pay.

Ask the team at NWF what we can do for you. Some of our offerings include:
No-Compromise Financial Planning
Financial Product Brokerage
Workplace Financial Planning
GRIP (GIC Renewal Information Program)