MTA Financial was formed almost a decade ago by a small group of professional accountants with a simple idea. The concept was to assist families and small business owners navigate the complexities of the world of insurance, investments, and estate planning. Using a disciplined approach gained from years of experience in the accounting and financial services industries, MTA continues to assist individuals improve their financial wellbeing. Through consultation with our clients, we endeavour to provide independent advice tailored to meet their specific needs. Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through MTA Financial.