About Us
Why MMG Insurance & Estate Planning?
Helping our clients preserve their wealth, protect loved ones and create their legacy through tax and estate planning.
To be the most proactive estate planners, protecting what our client’s value most
With over 50 years experience our teamat MMG Insurance & Estate Planning has specialized in creating personal financial plans unique to your situation.
Our Families, Business owners and Cottagers trust us to:
Retire Wealthy
Take care of Business interruptions
Increase revenues and profits by creating tax efficient plans
Intergenerational Wealth Transfer
Business Succession plans
Ensure their beloved cottage stays in the family and is protected from becoming net family property
Collaborate with Accountants and Lawyers
We are proud members of Advocis, The Financial Advisors Association of Canada, (largest voluntary membership association of financial advisors in Canada).
Hold valuable designations, such as the CLU, CHS, CEA that allow us to be experts in:
Life Insurance
Critical Illness
Insured Retirement Planning
Immediate Financing Arrangements
Estate Transfers
Estate Freezes
Funding for Buy Sell Agreements
MMG Insurance & Estate Planners are proud supporters and donate to causes close to our hearts. This year our donations went to :
MAAD
Rescue and fostering animals for adoption,
Food Banks
Toronto Sick Kids Hospital
Princess Margaret Hospital
Volunteering at a wellness retreat for woman affected by breast cancer and gynecological cancer
We are passionate about helping our clients Protect, Create and Preserve.
Education
Certified Life Underwriter (CLU)
Certified Health Specialist (CHS)
Certified Executor Advisor (CEA)
Mediation and Family Offices
My name is Tom Stone, I’m a Mortgage Agent with Neighbourhood Dominion Lending Centres. As a Mortgage Agent, I have access to many different lending options such as Big Banks, Monoline Lenders, & Credit Unions.
I will work a little bit differently than most Mortgage Agents/Brokers/Specialists. I will look at your overall financial picture, your life plans, & life goals. I will find the best Mortgage Product that fits your situation, not what’s best for the lender. We will also dive into the pros & cons of going into a fixed vs variable rate mortgage.
If you’re looking to do things such as purchasing a rental property, a second home, refinancing your home to invest into your TFSA/RRSP/RESP, etc, I’d be happy to go over the many options we have out there for you.
If you ever have any mortgage questions, want a second opinion, please don’t hesitate to contact me. We can connect on a phone call, Zoom Video, Google Meet, or even in person! My phone number is 289 928 9363, my email is
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