Millennial Financial Group (MFG) is an organization of young, dedicated financial advisors, whose primary goal is to provide its clients with the best possible financial plans to suit their individual needs. We are committed to helping all our clients meet their financial planning goals and are here to ensure that the next generation has access to skilled financial advisors who understand their needs and desires for the future. As independent brokers, we are able to provide these services through all major Canadian insurance companies.
Millennial Financial Group was started when Ryan Tkatch and Samuel Waxman recognized that the insurance world was in need of a change. With an old school mentality that has proven to succeed in the past, they knew it was not one that would last for the future. Through the use of technology and with a strong belief in education, MFG brings a fresh new take to the insurance and financial planning business. MFG wants to make sure the consumer understands what is out there and together, with a trusted advisor, build the plan to suit their needs.
After a very successful first year in business, Millennial Financial Group saw the opportunity to expand its business and create a partnership with Michael Oziel Mortgages. Michael is a knowledgeable and dedicated professional, who is the recipient of the 2015 Sherwood Mortgage Group Platinum Club Award, the 2013 & 2014 Sherwood Mortgage Group Gold Club Award, in addition to being a Canadian Mortgage Award Winner. As a trusted Mortgage Professional, Michael’s priority is to provide the best options available to fulfill your mortgage needs. Michaels has access and relationships with banks, trusts and other financial institutions to locate the best mortgage terms and best mortgage rates at no cost to the consumer. Michael also has access to many private investors and mortgage investment corporations that are seeking investors for a high-return, low risk investment in the real estate market.
Whether you are the consumer who wants the proper insurance education or the caring advisor who understands it’s time to keep up, look no further, as Millennial Financial Group is the place for you. Millennial Financial Group is the next generation in financial planning.