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chasmurphy
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Chas Murphy

Financial AdvisorSecura Financial Group Inc.Kingston, Ontario

Helping professionals, families and business owners reach their financial goals throughout life's journey while specializing in tax efficiency and tax deferral strategies
At Secura, we work with business owners, incorporated professionals and their families to help simplify complex financial situations. Through our Wealth Optimization Process we are able to clarify specific financial goals and objectives while delivering customized financial solutions for our high net worth clients.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Estate Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning Works Remotely Estate Planning Insurance Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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