Stan Konda, PFP
(Professional Financial Planner)
Welcome to my personal web page. I, Stan Konda have been working as an independent financial consultant since 1997. Working for an independent firm, you are assured to get objective, unbiased advice. I have access to many different financial products including mutual funds, insurance products and over 28 different top paying GICs from various banks and credit unions. My clients enjoy a ‘one stop ‘ financial solutions experience when dealing with myself, with a personalized touch and access to a team of specialists who work with me on all financial matters.
Recently, I have been very busy providing recommendations, second opinions and solutions for unsatisfied clients who are holding an existing investment portfolio with their current bank, credit union or financial advisor.
- BAS Honours Marketing, 1996 (York University)
- Certificate in Management, 1996 (York University)
- Canadian Securities Course, 1997
- Life Insurance/Disability Insurance License, 1998
- Professional Financial Planner Designation, 1999
- Calculating and planning for the appropriate amount of capital required to finance a comfortable retirement lifestyle
- RRSP, RRIF, RESP, GIC, insurance and mutual fund analysis
- Helping business owners who need guidance on how to set up the best possible group pension and/or benefits plan for their employees
- Analysis of retirement and severance packages
- Assisting families with special needs children who can take advantage of FREE ODSP Benefit payments from the government
- The role of life/disability insurance as part of an overall sound financial plan
- The role of Universal Life Insurance for high net worth clients
- Tax minimization and Estate Planning strategies
- Income tax preparation
Licenses & Education:
My clients enjoy any of the following financial services which include:
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