Comprehensive Personal Financial Planning
Miklos the financial planner prefers to have a holistic approach to most things and so does to financial planning. His full financial plans are detailed, innovative and well-thought through.
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Detailed Retirement Planning
This best service of financial advisor is for people who are strictly interested in their retirement planning. We will help you formulate your retirement goals and devise a comprehensive plan of what you need to do to reach it.
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Estate Planning Issues & Solutions
Tax triggered by passing in the family could have serious financial consequences for inheritors. Miklos the financial advisor could provide a well-analyzed and regularly reviewed estate planning solution.
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Personal/Business Financial Analysis
Financial advisor services will provide you with a comprehensive financial analysis and solutions for the most complicated financial needs you may have.
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About
Who I am
Miklos A. Nagy is a versatile and experienced financial planner, financial & insurance analyst, author, winemaker and photographer. He is a professional financial advisor with over 32 years of experience. Miklos worked six years at Credit Suisse Canada, 11 years as an independent financial advisor and 25 years as an insurance specialist. He co-founded Canada’s first hedge fund publication, information provider and conference organizer Canadian Hedge Watch Inc. in 2001 and has been a Chief Executive and Portfolio Manager at a Toronto based Portfolio Management and Exempt Market Dealer firm for ten years (5 years as a Portfolio Manager). Specialties: Fee-Only Financial Planning, Private Equity Product “manufacturing”, business and financial analysis and a philosophical approach to one’s professional, financial and retirement goals.
My over 30 years of financial advisory consultant experience distilled, like a fine wine, my approach to financial planning.
Our Financial Advisor Services
is a Fee-Only financial advisory services for people who are seeking to formulate meaningful and achievable life goals and wish to put a firm but flexible plan in place for its implementation.
Comprehensive Personal Financial Planning
Miklos the financial planner prefers to have a holistic approach to most things and so does to financial planning. His full financial plans are detailed, innovative and well-thought through.
Detailed Retirement Planning
This best service of financial advisor is for people who are strictly interested in their retirement planning. We will help you formulate your retirement goals and devise a comprehensive plan of what you need to do to reach it.
Personal/Business Financial Analysis
Financial advisor services will provide you with a comprehensive financial analysis and solutions for the most complicated financial needs you may have.
Estate Planning Issues & Solutions
Tax triggered by passing in the family could have serious financial consequences for inheritors. Miklos the financial advisor could provide a well-analyzed and regularly reviewed estate planning solution.
A few words from the Blog
What people say
He is a highly educated family man, well-read, witty and has a variety of unrelated interests. He is honest with integrity, and his words have considerable importance. You can't find many people like this in today's world. He has an unusual quality of using only his mind instead of a calculator in determining complicated financial estimates.
Miklos excels at financial analytics and his attention to detail and the variables that come with life makes him a great fit for someone needing a sound financial plan that is understandable and achievable.
I highly recommend Miklos for anyone in need of trusted financial planning advice and financial advisor services in Brampton.
Due to his innovative approach and knowledge, we accelerated the growth of our portfolio significantly. Miklos has frequently been monitoring our investments and advised about desirable changes at the right times.
I feel that he cares much about his clients' financial achievements. He is highly educated in the financial field and beyond in other areas. His excellent knowledge and expertise coupled with a warm personality.
I believe him to be of a high moral character, basing his decisions on “Do the right thing”.
As a professional, I would highly recommend him in many ways.
FREQUENTLY ASKED QUESTIONS
The majority of financial advisor fee based on the amount of money they manage for you. This cost might range between 0.25 and 1 percent every year.
Hiring a financial advisor when you can save 20% of your yearly salary. Others recommend hiring one when your financial position gets more difficult, such as when you receive an inheritance from a parent or wish to enhance your retirement assets.
If you want specific guidance, seek a financial advisor who specializes in that field. Meet with Miklos, the financial planner Toronto. Choose someone you believe has the knowledge, skills, and qualifications to assist you in reaching your financial objectives. Fin-plan the best firm in your area if you are looking for quality advice.
Begin by contacting your present financial institutions for free financial guidance. Some of the greatest free financial advisor may be obtained from your existing bank, credit union, brokerage, or other financial organization.
A financial planner is a specialist who assists individuals and businesses in developing a long-term financial strategy. A financial advisor is a wide word for individuals who assist you in managing your money, including investments and other accounts.
As a result, they may charge you by the hour or as a percentage of your assets. They may also employ a retainer charge on a flat rate basis for specific services. A fee-based advisor earns money by collecting fees and commissions on financial products. As an example, you might pay your advisor $100 per hour.
Many advisors want at least $100,000 in investible assets. Some advisors have minimum asset criteria that begin at $100,000; however, some may need a minimum of $500,000 or even $1 million.
An advisor who believes in building a long-term relationship with you, rather than just a series of commission-generating transactions, may be trusted. Request references and then do a background check on the advisors you’ve narrowed down, such as using the Fin-Plan programme.
Financial advisor offers a wide range of services, including investment management and financial planning. Consider engaging an advisor only for guidance. Never give your passwords to anyone. When in doubt, go with your gut instinct and take a breather.
“Advisor assists you in achieving your objectives and offers comprehensive financial planning with suitable risk reduction.” “Agent lacks understanding of a broad range of financial goods and sells those that are more favourable to them and the firm for which they work/are linked as an agent.”
Personal financial advisor examines individuals’ financial requirements and assists them in making decisions on investments, tax laws, and insurance. Advisors assist customers in planning for both short- and long-term goals, such as budgeting for college fees and investing for retirement.
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