our commitment to you

  • Succession & Estate Planning
  • Buy & Sell Funding
  • Key Person Insurance
  • Individual Pension Plans
  • Health & Dental Benefits
  • Group Retirement Plans
  • Employee Seminars
  • Salary Continuation Plans
 905-927-2191

Professional Guidance

  • Financial Planning
  • Estate Planning
  • Income Tax Preparation

Group Benefits

Disciplined, Professional Advice

Individual Insurance & Investments

  • Life, Disability, & Critical Illness
  • Long Term Care Insurance
  • Individual Health Insurance
  • GIC’s & Annuities
  • Mutual Funds & Segregated Funds

What our company can offer

Using a disciplined approach gained from years of experience in the accounting and financial services industries, MTA continues to assist individuals improve their financial well-being. 

Business Owners