Solutions for your future needs.

Book a meeting


416-367-4417

D.F. Caponi Insurance Agency Ltd.
Caponi Financial

#101 - 5407 Eglinton Ave. West
Toronto ON M9C 5K6
Phone: 416-367-4417 Fax: 416-367-4545
Contact us

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.

 

 

Book a meeting Tell a friend Subscribe

A A
Financium.getAdvisorInfo()=miss Financium.getPage()=miss Financium.getPage()=miss Financium.getPage()=miss