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For over twenty-five years we
have
been located in the heart of Waterloo, earning the respect and loyalty of investors locally and through-out the Greater Toronto Area and the Golden Horseshoe. Our company’s strength
lies in its knowledgeable and
talented people, the diversity of our products,
and the guarantee of
meticulous
client service.
We offer a wide range of services: investment and retirement planning
with an emphasis on tax-advantage savings, financial planning with specific
strategic recommendations, and estate and insurance planning. MDK/Child’s independence allows
us to provide unbiased product solutions. Our full disclosure policy ensures that you understand how we are compensated. We will provide written details regarding our compensation and fee for service option.
If you are interested in learning more about MDK/Child’s services, please don’t hesitate to contact us and we will send you a company package with references.
For individuals interested in meeting directly with MDK/Child’s president
Murray Child CFP R.F.P., the process is at your convenience. First meeting is held at your office, home or in our relaxed office environment. This initial discussion is focused on your needs, challenges, and life goals, as well as providing the necessary information about our company and services.
We get to know you and you get
to learn about us. Following that, you will be provided with a concise financial plan and the recommendations and guidance
you are seeking.
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