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Universal Finance
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Universal Finance is a financial security planning firm. We offer a wide range of financial services and products to select individuals, families, and small businesses, providing personalized and fee-based investment, retirement and insurance planning, to help them achieve their financial goals.
As financial security planning firm we provide our clients with objective and comprehensive advice on a wide variety of financial security matters. In addition, we're also able to implement these recommendations and can assist our clients by providing products from a range of financial institutions.
We currently offer services that include Financial Security Planning, Estate Planning & Tax Strategies, Retirement Planning and Insurance Analysis. In addition, we also offer financial security planning services to our corporate clients and can assist with Employee Benefit Plans, Key-Man Insurance and Buy/Sell Agreement Funding.
Valentin Lossev, Certified Financial Planner® Professional, is the founder of Universal Finance. He is a member of The Canadian Institute of Financial Planners (CIFP). Valentin Lossev is dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC). Find out about the many steps Valentin Lossev, CFPTM Professional, has taken and will continue to take to serve you and your community with the highest standards of competence and ethics in financial planning. Visit the official Financial Planners Standards Council website.
After successfully completing an intense and rigorous test of knowledge regarding current senior’s issues in January 2005 he became the Charter Member of the Canadian Initiative for Elder Planning Studies and obtained the Elder Planning Counselor EPCTM designation. The Canadian Initiative for Elder Planning Studies believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor EPC curriculum is a comprehensive education program designed to recognize these needs and provide professionals with the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions.
Valentin Lossev has also completed the Canadian Securities Course provided by Canadian Securities Institute.
Valentin Lossev is the Bachelor of Business Administration and the Bachelor of Arts and is pursing his CLU designations.
Please call us directly for more information. We are here to help and can offer you the expertise required to manage all your financial affairs.
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