Our goal is to help people in the best way possible. This is a basic principle in every case and cause for success. Contact us today to be an associate.
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About Us
Three Pillars of Success
Ozturk Financial Services operates on the principle of respect, integrity and professionalism. At all times, we strive to act in the best interests of our clients and to work only with those who share our values and who are prepared to act honestly and with full disclosure.
01
Respect
02
Integrity
03
Professionalism
“Listen with curiosity. Speak with honesty. Act with integrity.”
Roy T. Bennett
Our Vision
To be the first choice independent financial planning company for Canadians wanting to fulfill their financial needs. Our passion accelerates our clients, at whichever age or stage of wealth accumulation they are starting at, to make the best choices by planning well, managing their money, securing their retirement and to capitalize on the wisest strategies to save on taxes and to preserve their wealth and estates for future generations.
Mission Statement
Our mission is to provide the service environment that allows Canadians to confidently plan, save, invest and protect their wealth. Our value as planners is to inspire the best choices from the limitless opportunities the market affords, based on proven, time-tested principles so that our clients can reap the benefits of personalized plans that yield positive results over time, in any market conditions.
Our clients are upwardly mobile, goal –oriented, and often, entrepreneurial people for whom we solve financial uncertainty and guide in wealth building. Their interest in registered retirement plans, tax free accounts, mortgages, life and disability insurance or successful investment and tax strategies, means that we access the full spectrum of possibilities available to us as independent planners. In providing excellent service that matches clients with the most beneficial plan and product, we build valuable, long lasting relationships.
We serve our clients best by bridging youthful innovation and creative planning strategies with foundational financial principles, dedicated to lifelong learning. Ozturk Financial Services advisors participate in advanced industry training and active education towards professional designation that further empower dynamic responses to market realities in the service of clients.
Our Values
Ozturk Financial Services operates on the principle of respect, integrity and professionalism. At all times, we strive to act in the best interests of our clients and to work only with those who share our values and who are prepared to act honestly and with full disclosure.
We believe:
- The value of wealth is in its potential to care for needs now and to serve as our legacy
- Dedication to ethics, hard work and consistent application of best principles in economics and investments
- Continuous attention to promote an innovative and informed mindset for associates and clients
- Being performance driven and rewarded with confident referral of our service by satisfied clients
We believe that only the best-informed and committed advisors will thrive in our challenging global financial reality and bring this same success to their investors.
We Will Help You Every Step Of The Way
what do you need?
we work hard
in all fields
Insurance
Understand your insurance needs, Term Insurance, Universal Life, Whole Life, Hybrid Insurance
Investment Planning
Focus, Discipline, Long term
Group Benefits
Health and Dental Benefits
Portfolio Management
Growth vs Value, Small, Mid & Large Cap Investments, ETFs, Understand your options
Risk Management
Income Protection, Disability and Critical Illness coverage, the value to you
Legacy Planning
Tax efficient, Multi-generational wealth transfer
"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol