GO BEYOND BANKING
At Moya Financial, we can do so much more than just handle your everyday banking. We’ve also got the expertise, experience, and tools to help you achieve your financial goals, whatever they may be. We understand the value and importance of feeling confident about your financial future. It’s a good feeling, and one we want all our members to experience. That’s why we're excited to introduce customized financial planning services.
WHAT IS FINANCIAL PLANNING?
Financial planning is often thought to be all about trading and investing, but that’s not entirely true – they’re just one part of the puzzle. Financial planning is really about taking a big-picture view of your finances, one that integrates savings, investments, taxes, and insurance, then creating a plan that sets you on a strategic path to realize your goals. With a solid financial plan in place, you’ll be ready for anything, whether it’s saving for education and retirement, buying a home, dealing with debt, running a small business, handling taxes, evaluating and reducing exposure to risk, wealth building, estate planning, and more.
WHY CHOOSE MOYA?
Finance is all about numbers, but financial planning is all about people. At Moya, you’re not just a number, and we don’t offer the one-size-fits-all solutions of a big bank. Our client-focused approach works to meet the unique needs of families and individuals, offering sophisticated and proactive advice you can trust. We always go the extra mile for our members, and make sure they’re totally satisfied with our services. Plus, we’re not pushy – you’ll never be sold anything so we can earn a commission. Protecting and growing your financial health is our top priority.
MEET OUR CERTIFIED FINANCIAL PLANNER
Moya is proud to offer the services of certified financial planner Taras Komarnytski, who brings more than 10 years of experience to our team. With a background in investing, tax planning, business planning, credit, and cash flow, Taras is able to provide a broad range of valuable insight and advice. His knowledge is further supported and enhanced by an extensive professional network. Financial planning is an ongoing, dynamic process. Taras will be there with you every step of the journey, utilizing a plan tailored to your specific needs, and helping you meet your unique goals and objectives.
Contact Taras to book an appointment today.
FIND YOUR PATH TO FINANCIAL SECURITY
The journey to a better financial future begins with a conversation about you, your needs, and your dreams. Call or email Moya to schedule a teleconference and tell us how we can help. We’ll take some time to work out all the details, then contact you to schedule a presentation of your customized plan, designed to successfully guide you to your financial goals. Your unique roadmap may include Moya Financial products, or something else that could be a better fit. You’ll be armed with sophisticated and proactive financial advice designed to grow your wealth.
Putting you in control of your investments.
We have partnered with Qtrade Investor to provide you with online investing from one of Canada’s best online brokers. If
you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.