LATELLA & BASTONE FINANCIAL GROUP

OUR SERVICES

Through the utilization of our financial services, our team will help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future. We offer customized financial services including dedicated tax planning, advanced insurance concepts, estate planning and a leading industry investment management team.

TAX PLANNING

Our knowledgable team works with clients to help them understand the value & benefits of the tax strategies we put in place. Whether a personal or Corporate client, our objective is simple; optimize their current fiscal position and provide improved cash flow to achieve their goals.

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INSURANCE SOLUTIONS

Whether you are looking to provide for your family, protect your wealth or increase the value of your estate, we are here to help. Our team works closely with our clients to understand what matters most to them and ensure that the appropriate insurance measures are taken. 

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INVESTMENT MANAGEMENT

Our strategic partnership with Manulife Securities Inc. allows our clients have access to an experienced and professional investment management team. An IIROC and CIPF member, Manulife Securities Inc. provides its clients with access to all investment products on the market. 

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ESTATE PLANNING

We have a dedicated team of specialists & legal experts to help guide and consult clients through the  emotional chapter of estate planning. Together, we ensure the appropriate distribution of funds to beneficiaries, a tax efficient transfer of wealth & the creation of an appropriate legacy.

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