• Search no more for personalized advice infomoney solutions has advised on hundreds of transactions
    • Infomoney Solutions is a leading independent advisor with unconventional thinking & innovative approach
    • About
    • Services
    • Team
    • Blog
    • Contact
  • About Us

    Infomoney Solutions Inc.

    Knowledge + Solutions = More

    Experience has demonstrated that a lack of knowledge and understanding is the main cause of not accomplishing your goals and reducing risk.

    By listening to you we gain an understanding of what is you know and need to know.

    We will spend the time to ensure you are a knowledgable consumer of the services and products that we and others in the business and financial products industry provide, and the costs you should anticipate.

    • We Educate

      By listening to you we gain an understanding of what it is you know and need to know.

    • We Provide

      You will be provided the questions to ask your current advisors in order to determine if you are getting the service you need at a competitive price.

    • We Work

      Together we will determine what is achievable and create a realistic action and implementation plan.

    • We Discuss

      We explore your issues and challenges and begin a process that will provide you with knowledge and solutions.

  • Our services

    We provides a wide array of specialised advisory and strategic services for our clients.

    • Estate Planning

      You are constantly creating wealth and need to know how best to preserve and distribute it. Our discussions with you will provide a basis to create an understandable, tax effective strategy that will work for you, your family and your business.

    • Banking

      Need to know who will provide you with the most comprehensive package of services for your needs from day to day services, loans, cash management and brokerage? Let us provide the introductions and obtain review with they offer with you.

    • Insurance

      Insurance needs are always difficult to assess. Needs change periodically so your coverage needs to be periodically reviewed. Let us work with you to create a sensible, flexible and cost effective package. Life, disability, health and critical illness insurance solutions are our focus.

    Infomoney Solutions has advised on hundreds of commercial and personal transactions.

    • Investments and Retirement Planning

      Let us help you wade through the jungle of products. There is no one size fits all solution. Before letting you write a cheque for anything we make sure you have knowledge and understanding. It’s your money and you need to be involved. Many times we recommend doing your own research and starting a self-directed account.

    • Business Needs

      Whether you are just starting out or have been in business for many years, you need someone to talk to.

      As your business proceeds through its various cycles an advisor with experience and a network of focused professionals is a valuable resource.

      Our team provides solutions on everything from Business Valuators to Insolvency Specialists.

  • Meet Our Team

    • Stan Swartz, Principal

      Stan Swartz

      Chartered Professional Accountant, Certified Financial Planner, Certified Management Consultant, Licensed Insurance Agent

      I have over 45 years of experience providing individuals and business owners with information and solutions that assist them in achieving success or reducing the impact of unfortunate circumstances.

      Together with my network of professionals we provide you or your business the guidance you need.

    • Deborah Swartz

      Deborah Swartz

      Over 25 years of helping clients select the most appropriate insurance solutions.

      Deborah brings understanding and sensitivity to every situation. Especially helpful is her experience and wide selection of cost effective group and travel insurance products.

  • Contact Us

    There is no cost for our initial discussion. Together we can explore your issues and challenges.

    We look forward to a conversation that will lead to a valuable relationship.

    • Infomoney Solutions Inc.

      305 Ridley Blvd

      Toronto, ON M3H 1K8

      Canada

    • Email: stan@infomoney.ca

      Phone: 416 659-7734

      Fax: 416 649-7725

© 2015 Infomoney Solutions Inc. by Graviti Media Inc.
  • Home
  • About
  • Services
  • Portfolio
  • Team
  • Blog
  • Pricing
  • Contact