Individual Insurance & Investments

  • Life, Disability, & Critical Illness
  • Long Term Care Insurance
  • Individual Health Insurance
  • GIC’s & Annuities
  • Mutual Funds & Segregated Funds
  • Financial Planning
  • Estate Planning
  • Income Tax Preparation
  • Health & Dental Benefits
  • Group Retirement Plans
  • Employee Seminars
  • Salary Continuation Plans

Business Owners

  • Succession & Estate Planning
  • Buy & Sell Funding
  • Key Person Insurance
  • Individual Pension Plans

Group Benefits

 905-927-2191

Professional Guidance

Disciplined, Professional Advice


our commitment to you

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. 

What our company can offer

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through MTA Financial. This website is intended for use by Ontario residents only. Please see our Disclaimer and Privacy Policy. Copyright © 2012 MTA Financial. All rights reserved.