Secure Financial Education Services

Specialties

We offer financial advisory services including retirement and estate planning, life and critical illness insurance, mutual fund investments (through FundEX Investments Inc.) and tax planning and tax return preparation. Our comprehensive and ongoing client service includes advising you about RRSPs, TFSAs, RESPs, RDSPs and other investment plans and products that will help you achieve your financial goals. We are licensed to provide these services to Ontario residents only.

History

Established in 1996.

Secure Financial Education Services has evolved from offering seminars that help people understand money management to a full service advisory firm that provides comprehensive one on one financial advice on all aspects of personal finance.

Secure Financial was originally started by Norman Ortofsky, who, after 10 years in the financial and insurance industries decided that there had to be a better way to give residents of Ontario personalized and unbiased financial advice that benefits them over the long term. Norman has been working with FundEX Investments Inc. since 2010 to provide mutual fund investments for clients.

His goal was, and continues to be, to provide individualized and practical options for investment, planning, and debt management because in his philosophy every client is unique and deserves a portfolio tailored to their evolving needs.