Finamo
Advisory
Specialized Financial Coaching
Welcome to Finamo
Finamo Advisory provides financial advice and related support services to our clients in Toronto and GTA. Our product offering covers financial planning and investment management for existing and prospective customers. Whether you need personal financial planning or business financial advice, you are in the right place. Our experts will be pleased to help you reach your goals and ensure that your needs are fully met.
About Us
Finamo Advisory believes in financial mobility for our clients. We offer financial solutions and professional advice to those who are looking to establish and develop their businesses. Our advisor will support you in forming your goals and helping you to achieve them. Our approach revolves around understanding your needs, which are assessed and formalized through a comprehensive understanding of your risk and return objectives. We will then use this information to identify opportunities that help meet these financial objectives within the set risk criteria. Our advisors will provide written recommendations as part of your plan and schedule periodic reviews of your plan to adjust if necessary.
Mission
We provide quality advisory services that help clients achieve their financial objectives.
Vision
To be a leading advisory partner that empowers clients by offering the tools, resources and opportunities in order to help them realize their ambitions.
Core Values
Accountability
We accept our responsibilities and meet our commitments.
Excellence
We strive for excellence in all aspects of our business.
Integrity
We provide services in an honest and ethical manner, respecting people and the free exchange of ideas.
Teamwork
We encourage team spirit and personal development to ensure a high level of competence, expertise, and satisfaction
OUR SERVICES
Financial Planning
Eliminating the financial risks of our clients has always been our most important goal. We work hard to support our clients with tailormade plans that help set their future financial goals. This is the first step in our continuous service offering, which involves constant review and monitoring of financial goals along your life cycle. We start by understanding your current situation and where you want to be in the future. The advisors at Finamo will customize a plan that matches the requirements to reach these goals.
Investment Management
The experts at Finamo will help you maximize the value of your investments and funding requirements. We will also handle all your financial assets while devising a long-term strategy for acquiring and disposing of portfolio holdings. Our services include stock selection, asset allocation, financial statement analysis, investment monitoring, portfolio strategy and implementation. Our approach starts by getting information from our clients to build their risk/return profile and set an investment plan to meet those objectives. Lastly, as part of constant monitoring, our experts will customize the portfolio of investments that match our client’s goals in an ever-changing landscape.
Contact Us
If you are interested in the financial services we provide, please fill out the form and we will get back to you as soon as possible.