Your financial decisions are connected, from how you build wealth to how you protect your family and plan for your business. AMCO Financial Group brings these needs together with guidance tailored to your circumstances, priorities and future plans.

Wealth Management

Make informed decisions about the wealth you are building and the income you will need in the years ahead. We help you explore investment strategies, registered accounts, corporate investments and retirement income planning, with consideration for your goals, comfort with risk and changing financial needs.

Investment Planning

As your life, business or financial priorities change, your investment strategy can be reviewed and adjusted to keep it aligned with where you are going.

Financial Planning

A financial plan gives you a clearer view of where you stand and what needs your attention. We look at your income, savings, investments, debt and insurance together, helping you establish priorities and understand how today’s decisions support goals such as retirement, homeownership or providing for your family.

Business and Corporate Planning

Your business plays a significant role in your personal financial future. We help business owners connect corporate wealth planning, executive compensation, succession considerations and protection strategies. Whether you are growing your company or preparing for an eventual transition, our guidance considers both the business and the people who depend on it.

Tax and Estate Planning

Planning ahead can help you preserve wealth and provide clearer direction for its eventual transfer. We help coordinate tax-conscious financial strategies, estate planning considerations and intergenerational wealth planning, working alongside your accounting and legal professionals to support your wishes for your family, business and legacy.

Retirement Planning

Retirement planning is more than reaching a savings target. Will you be able to live the life you want at retirement?

QROPS

Transfer your eligible UK pension to Canada and bring your retirement savings into a coordinated Canadian financial plan.

Start Planning Your Future

Mortgages and Financing

Whether you are purchasing a home, renewing your mortgage or arranging financing for a property or business, we help you understand your options. Through TMG The Mortgage Group, we explore residential, commercial and private financing solutions, considering your borrowing needs, financial circumstances and plans for the property.

Find the Right Solution For You

Insurance and Protection

The right coverage starts with understanding what you need to protect. We help you assess life, disability, critical illness, long-term care and business insurance options in relation to your responsibilities and existing coverage. The goal is to prepare for unexpected events that could affect your income, family or business.

Get the Insurance Protection You Need

Private Health and Benefits

Health coverage needs vary for individuals, executives and employers. We help you explore health and dental plans, Health Spending Accounts and employee benefits based on your circumstances and budget. For business owners, this includes considering how a benefits programme can support employees while fitting the needs of the company.

Discover Our Benefit Plans

Let's Talk About What You Need

You may have one immediate question or several financial decisions to work through. Start with a discovery call with Domenic Amodeo to discuss your priorities and how AMCO Financial Group can help.

Book A Discovery Call

exploring financial situations for guidance