"OUR DESIRE TO SERVE YOUR NEEDS
DEFINES THE WAY WE DO BUSINESS."

 


Beltrano & Associates is an independent financial consulting company. We counsel groups of any size, individuals and families who want to prepare themselves for the future. We have grown into a company that establishes its reputation as being one that offers exceptional service.

Our quest is to emphasize the importance of building financial independence and preserving wealth for all clients through disciplined saving and sound long term investing. In order to plan properly, you must have an investment program in place. However many people do not take these opportunities because they might not have the knowledge or time to do so. People also tend to procrastinate about making financial decisions, prolonging this decision wanting to wait for the right time, but that time will never be just right. This indecision causes them to lose valuable time in an investment program. An investment program is set to fit the uniqueness of the individual.

MUTUAL FUND DEALERSHIP

FundEX Investments Inc. acts as our mutual fund "dealer", providing the infrastructure that allows us to provide the products and services from a variety of mutual fund companies. FundEX was incorporated in February 1995. We are one of more than 100 registered associates affiliated with FundEX

ADVANTAGES OF DEALING WITH BELTRANO & ASSOCIATES

 

  • As independent financial consultants we work for you the client not for any specific financial institution.
  • We provide personal touch service to all clientele.
  • We help you define your investment goals, both short- and long-term.
  • We advise you of anything that may warrant your attention.
  • We recommend adjustments to your portfolio to reflect your changing circumstances.
  • We provide you with the information you need to make investment decisions.
  • We provide opportunities to educate you about investing.
  • We monitor your investments.
  • We have an arrangement with many Financial Institutions, Fund Companies, and Life Insurance Companies, which enables us to offer their products to our clientele.



12981 Keele St. Crawford Wells Annex, 2nd Floor King City, On. L7B 1G2
Tel: (416) 524-7765 - Fax: (905) 833-8437