Company Information

Get to know George Mathew & Associates Lifestyle and Retirement Planning Inc.

George Mathew & Associates Lifestyle and Retirement Planning Inc. provides holistic financial planning services with a focus on creating long-term financial security for its clients. The firm, led by President and CEO George Mathew, emphasizes a personalized approach to building comprehensive plans that cover retirement, investment strategies, estate planning, and insurance needs. Operating in affiliation with Freedom 55 Financial and offering mutual funds through Quadrus Investment Services Ltd., the company aims to help clients achieve their financial goals through a structured and relationship-focused process.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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George Mathew & Associates Lifestyle and Retirement Planning Inc.

Canada

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.