Sabatini Financial / IPC Wealth

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Sabatini Financial / IPC Wealth BACKGROUND:

At a very young age Paolo Sabatini learned the power and importance of money management.

Strategies incorporate the use of Stocks, Bonds, ETF's and Mutual Funds

These investments can be purchased in multiple accounts including:
RRSP's (also spousal RRSP's) - Registered Retirement Savings Plan
TFSA - Tax Free Savings Account
RDSP - Registered Disability Savings Plan
RESP - Registered Education Savings Plan
Corporate and Non-Registered accounts as well

Learn which account you should be using depending on your situation and why that is! Growing up with two critically ill parents has allowed him to respect the balance between enjoying life today, but still preparing for tomorrow. He prides himself on keeping his approach transparent and understandable. He tailors his Written Wealth Strategy to each individual, working shoulder to shoulder, throughout their various stages of life. In addition to holding a degree from McMaster University, Paolo has completed the Canadian Securities Course and the Wealth Management Essentials Course through the Canadian Securities Institute. His training allows him to provide comprehensive, integrated investment advice. He provides a holistic look at wealth management and covers two key pillars: wealth planning and investment management. Paolo is also life licenced, enabling him to match clients with the proper Life, Disability and Critical illness insurance. This allows him to foster his belief in being proactive rather than reactive.

*Insurance products available through Paolo Sabatini.

02/01/2023

Your handy guide to contribution limits, tax rates and government pension benefits

2022/2023 Budget Highlights
04/20/2022

2022/2023 Budget Highlights

04/22/2021

Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect your finances. Our budget Infographic provides the key highlights.

Address

4170 Fairview Street # 3
Burlington, ON
L7L0G7

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 6pm

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