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. 

our commitment to you

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

Individual Insurance & Investments

  • Life, Disability, & Critical Illness
  • Long Term Care Insurance
  • Individual Health Insurance
  • GIC’s & Annuities
  • Mutual Funds & Segregated Funds

Professional Guidance

Group Benefits

  • Health & Dental Benefits
  • Group Retirement Plans
  • Employee Seminars
  • Salary Continuation Plans
  • Financial Planning
  • Estate Planning
  • Income Tax Preparation

Business Owners

Disciplined, Professional Advice


 905-927-2191

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.