The team at Basic Financialhelp individuals and couples like you within the Niagara Region to come up with a plan and strategy for retirement so you feel peace of mind and clarity. Having that plan allows those I serve to live your version of a fulfilling life. Whether that's spending time at the hockey rink with your grand-children, gardening on a warm summer day or taking your family on a trip of a lifetime.We do this by learning about YOU. Your life, needs, goals, and current situation. We work together to create YOUR customized retirement plan that serves as the bedrock of your life yet ...

WHAT WE DOFull Service Accounts Receivable Factoring The Cash Flow DilemmaOne of the most common struggles any business faces is managing cash flow. You provide your products and services on time, only to wait 30, 60, or even 90 days or longer for payment. Meanwhile, your business has needs and obligations that require working capital. Whether you want to go after that new account, add inventory, or increase staff to manage a seasonal rush, having the cash you need, when you need it, gives you the opportunity to grow your business on your schedule. That’s where J D Factors comes in.How ...

With over 18 years experience, Sergio Fedullo is a financial planner with a special perspective on financial strategies. He believes that everyone is an individual, and as such, it should also be receiving financial advice. Sergio connects his clients to all the services they need to prosper financially. He is passionate about making sure his clients pursue their goals and achieve their life dreams. He has a true concern for his clients' financial interests.As a life planner, Sergio insists on being candid, helping his clients understand and develop their financial priorities. He asks pointed ...