Milner Financial Cobourg

Milner Financial Cobourg Mutual Funds Offered Through Investia Financial Services Inc.

We at Milner Financial aim to help clients meet their financial needs and achieve their financial goals while protecting their families and their wealth. We care greatly for our clients and aim to ensure they are taken care of when the unexpected happens. We take a team approach to financial needs analysis to ensure clients feel comfortable and informed with regards to the solution developed just

for them. Our investment services include investments through Registered Plans (RRSP, RRIF, RESP), TFSAs, First Home Savings Accounts, Group Plans, Segregated Funds, and more. We also offer Life, Disability, and Critical Illness Insurance through over 10 carriers to ensure your coverage is best suited to you.

07/10/2026

With summer upon us, you may have started thinking about all the projects you need to get done around the house, or the family trip you want to take next summer. 🏡🛫

But whether it's a new roof or a European adventure, it's easier to save with a plan in place. We’re here to help you put that plan together, so your goals feel a little more within reach. 🎯💰

We are going back to the basics! This post describes what mutual funds are and how they work, providing a deeper underst...
06/03/2026

We are going back to the basics! This post describes what mutual funds are and how they work, providing a deeper understanding of your investments. 📊⚖️💰

When you don’t understand your investments, it can be difficult to know what questions to ask. 💡 Financial literacy can help you take hold of your financial future.

Click here to read more about mutual funds: https://www.fidelity.ca/en/investor-education/mutual-fund/?fbclid=IwAR0RACM7_TyWijMKN8MEO83aKQm7KQdRwEjDDDY4naXI0LTe6mmpdPxPrm0

From all of us at Milner Financial, we hope you had a lovely Easter weekend, filled with fun, family, and lots of chocol...
04/07/2026

From all of us at Milner Financial, we hope you had a lovely Easter weekend, filled with fun, family, and lots of chocolate. 🐇🐣🌈🌼

We're just glad the snow held off over the weekend!❄️ Hopefully Spring will come back soon! 🤞

Tax season is well underway... but it’s not just about filing. It’s about making sure you’re not leaving your hard-earne...
03/20/2026

Tax season is well underway... but it’s not just about filing. It’s about making sure you’re not leaving your hard-earned money on the table. 💸👀

Credits and deductions from the Government of Canada can lower your taxes or even increase your refund. 👩‍💻 From the First Time Home Buyers' credit to deductions for investment expenses, knowing what's available can help keep more money in your pockets. 💰🎉

Click here for an article on some of the most popular credits and deductions: https://www.fidelity.ca/en/insights/articles/popular-canadian-tax-credits-deductions/

We hear all too often from students who skip tax filing because they think they didn't earn enough income for it to matt...
03/02/2026

We hear all too often from students who skip tax filing because they think they didn't earn enough income for it to matter. Trust us, it does!

Did you know that simply filing your taxes could make you eligible for credits that are paid directly to your bank account? Filing also allows you to start building RRSP contribution room and carry forward unused tuition tax credits to reduce your taxable income in the future.

No matter your income, filing is a no-brainer. Click here to read more: https://www.fidelity.ca/en/insights/articles/students-benefit-filing-tax-return/

Thinking about starting to invest, but not sure if you’re actually ready? 💭 Before jumping in, it’s important to look at...
02/03/2026

Thinking about starting to invest, but not sure if you’re actually ready? 💭
Before jumping in, it’s important to look at a few key factors that can set you up for long-term success. This post walks through what to consider so you can start with confidence and clarity. 🌱📈

Click here to see the full article: https://lnkd.in/gBaNiEeR

We at Milner Financial want to wish a Merry Christmas and Happy New Year to all those out there with something to celebr...
12/29/2025

We at Milner Financial want to wish a Merry Christmas and Happy New Year to all those out there with something to celebrate! 🎉❄

We wish peace, happiness, and good food to all. We surely enjoyed our fair share at our team Christmas party at The Mill in Cobourg! 🎄🎁

Just like that, the holiday season is right around the corner. 🎄 While it's a joyful and celebratory time, the holidays ...
11/20/2025

Just like that, the holiday season is right around the corner. 🎄
While it's a joyful and celebratory time, the holidays can also come with many unexpected or impulsive expenses. 🎁💰

Click here for tips to manage your spending around the holidays:https://investia.ca/-/media/files/investia/documents/external/en/pdf/investia-iaim-avoiding-holiday-debt-2021-en.pdf

Address

21 Buck Street
Cobourg, ON
K9A 3J3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19053730300

Website

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