Address:
229-9030 Leslie St
Richmond Hill, ON L4B 1G2
CA
Mailling Address:
229-9030 Leslie St
Richmond Hill, ON L4B 1G2
CA
Phone:
(905) 731-2251
Toll Free:
(877) 336-3353
Fax:
(905) 731-8626
Email:
Click Here
Map it:
Click Here
Website:
http://www.metafinance.ca
META Financial
Company Details
Company Information
Ian Wan
Title:
Certified Financial Planner
Telephone:
(905) 731-2251
Fax:
(905) 731-8626
Email:
Click Here
Len Seeto
Title:
CEO/Certified Financial Planner
Telephone:
(905) 731-2251
Fax:
(905) 731-8626
Email:
Click Here
Products
Foreign Rsp Eligible Funds
Labour Sponsored Investment Fund
Investors in a labour sponsored investment funds (LSIF) receive
30% in tax credits on the first $5,000 invested each year, in
addition to their RRSP deduction. The Federal and Ontario
governments each offer up to $750 in tax credits, for a combined
total of $1,500 in tax savings each and every year.
Services
Personal Financial Planning
META is a Greek word, which stands for comprehensive and
direction. As we inherit the meaning of the word, we build META
to be a professional financial planning firm, which has a wide
experience in the field of financial services.
META's financial planners have various background in the
financial industries, including banking, risk management,
taxation, accounting, financial auditing, and investment. From
time to time, our planners deliver superior advisory services to
our clients.
The basis of META's continuity is our client-focus mentality and
our collective, updated knowledge base. Responsiveness to the
needs of our clients, entrepreneurship, professionalism,
accountability, and integrity are paramount in every aspects of
our activities.