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It is with pleasure that I would recommend Financial Solutions Link Corp. as a qualified, efficient and knowledgeable company for all your financial needs. They really do have the solutions. I am one of their clients so can vouch that they have the intellect to reorganize your finances for the optimum return. Try them. They do not charge for consultation.
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Life Insurance near Gerrard Square Toronto ON in Toronto, ON (472 Result(s))
Serving clients in the North York, Markham, Richmond Hill and surrounding areas, we are committed to a long-term philosophy that emphasizes quality and diversification in our insurance and investment products. With a vastly growing clientele, our original clients of over 12 years still rely on us for their insurance, investment, tax and estate planning needs.
Through the years we have been able to evolve and achieve significant milestones, one of them providing tax preparation and business advisory solutions for our clients through our partner Total Accounting & Financial Services. With our new partner by our side, we are able to maximize each and every return and ensure that our clients benefit from every deduction and credit available to them. By accurate and efficient tax planning, we are further enabled to manage our clients’ investments and plan their goals in life and retirement, offering them piece of mind and financial security.
Katilyn Aitcheson is an Advisor who is licenced with Sun Life Financial. Katelyn began her Financial Planning career in Oakville in 2012. She moved back to the Stratford area in 2013 after completing her MBA. She is actively involved in the Stratford community spending her free time coaching and playing hockey as well as volunteering with several organizations including the Stratford Rotary Club and Community Living. Katelyn specializes in wealth creation, insurance and retirement planning and is currently working towards her (CFP) Certified Financial Planner designation.
No one wants to think about needing life insurance. Truth be told, sometimes we are dealt cards that we absolutely do not want. Including insurance in your financial plan can protect your family's quality of life no matter what the future brings, and save your loved ones from financial worries in an already stressful time. My name is Jenny Tran, I am a Sun Life Advisor. Born and raised in London, Ontario. I have worked in the banking and insurance industry for over 8 years. I have a great analytical background with an Actuarial Science and Statistics degree from the University of Western Ontario. I can patiently explain concepts to you so that you have a clear understanding of our products, and balance your needs and your goals in life.
Please send me a message and we can discuss how I can help!
Today’s uncertain global economy has many Canadians questioning their future financial well-being. At Sun Life Financial, we’ve developed a state of the art planning tool "Sun Vision Financial Analyzer". This tool literally creates a personalized financial GPS, a road map to your financial future. This process will help make sure your mind is at ease today and that you can retire with confidence. As your Sun Life Financial advisor I’m dedicated to helping you navigate these decisions and determine what makes the most sense for you. You can rest assured that I will use my expertise and experience to help you put your plan in place.
It takes planning to ensure your dreams come true. This is the basis for Money for Life, Sun Life Financial’s customized approach to your financial and retirement planning. Working together I can help you create your customized plan by working through the following:
Risa Andersen,
Sun Life Financial Advisor,
Insight for a lifetime of financial security.
I have been an advisor in the insurance service industry since 2002. I am a Sun Life financial advisor.
My team has a promise: to provide all current and prospective clients with ways and assistance in reducing their fears regarding their and their family’s financial future and protection. I do this be ensuring myself and my staff value our own honesty in all we do, integrity always and making sure we are always client focused.
Our goal is to balance our client’s need for education on financial planning without losing focus on the objective of providing the right financial solutions to help them achieve lifetime financial security.
With clients I focus on breaking down the sometimes complex issues in a manner that people can better understand. I believe that education is the key to success.
I grew up in a big family, with scarce resources and many needs. From my personal experience and the education at school, I learned the importance of savings and the need to protect my family. I have been in the insurance and investment industry for 8 years and can offer you ways to minimize taxes, protect your family, save for your children’s education, understand your group benefits, and to make the most of your savings.
Shane Whiteside CFP -
I work closely with my clients to provide holistic financial advice drawing on my 18 years of experience and utilizing a team of experts available to me. We have advanced planning tools and strategies to fit the uniqueness of all our clients so they can achieve their life goals and monitor them together with a well documented financial plan.
We do Insurance for Auto, Home, Commercial, Business, Super Visa, Visit Visa, Life, Critical Illness, Disability, Mortgage, RESP, Truck Insurance, Motel/Hotel Insurance, Clinic Insurance, Auto Body Shop/Auto Garage Insurance, Convenience Store/Dollar Store Insurance, Coffee Shop/Restaurant Insurance, Office Insurance, Corporation Insurance.
Harry Financial Services offers the best super visa insurance visitor to Canada and Services related to RESP for children's education.
Life insurance plan from all the major insurance companies.
Health and dental plans and several investment funds for RRSP and TFSA.
Call 647-338-2570 and book your appointment.
18.7 km
At Anchor Insurance, we work for you! We pride ourselves on our ability to offer you choice. The choice to choose the company that best suits your needs, the choice to shop our markets to find the lowest rates and the choice to visit our office or do business from the comfort of your home! Our capable staff will work with you to build a custom program that covers you in every conceivable situation and will protect you at your times of greatest need. Our expertise of the industry, paired with knowledge of your unique situation, will afford you the ease of mind knowing that your best interests are always taken care of. Make the right choice and call us today for a free, no obligation quote.
Montesanti Life Insurance Brokers was created with one goal in mind, to help our clients protect their families financially.
We are a full service life insurance brokerage offering a broad range of individual life insurance products for families in Ontario. Providing term and permanent life insurance as well as critical illness and disability insurance. We understand that every family is different and has different objectives, our mission is to find a solution that best fits your family goals. We work with Canadas finest providers of life insurance to achieve those goals.
You, as a client can expect high quality customer service, knowledge and professionalism you deserve. What sets us apart from other brokers is our commitment to our clients, we are with you every step of the way.
Insure the Life Youve Made
36.0 km
Horseshoe Insurance Brokers Limited is a Brokerage that has been helping the Golden Horseshoe Areas and neighboring areas and continues to help families and Businesses with their insurance needs and provide customize solutions.
Horseshoe Insurance and Financial Services Ltd. continues to help to provide personal insurance and financial service for the families regular basis. Whether we provide your family with homeowners or car insurance, protect your commercial property, or provide coverage for your employee health plans, our insurance specialists are available throughout the year to offer professional assistance with insurance claims, payment options, policy upgrades and many other services.
11.5 km
10.3 km
4.3 km