Blue Umbrella Financial Services is an independent insurance brokerage that provides individual and corporate clients with a variety of medical, dental and group policies to meet their current and future needs. As a full service brokerage, Blue Umbrella Financial Services works with clients to tailor a policy for all of their risk management needs including Life insurance, Critical Illness, Disability, and Long Term Care Insurance. Blue Umbrella also provides financial services for retirement planning and educational savings.
Insurance broker servicing INDIVIDUAL and CORPORATE markets. The focus of his practice is to understand the needs of
individuals and companies and to provide them with customized solutions.
The Insurance Brokers of Toronto Region is a non- profit organization which represents the independent insurance Broker. We are here to support our provincial (Insurance Brokers Association of Ontario) and national (Insurance Brokers Association of Canada) counterparts in their initiatives by bringing their message to Toronto and York Region members and to also represent our members by bringing their message to the IBAO and IBAC.
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
Salary or income, investments and insurance amounts,
Pension and registered savings information,
Assets and debts,
Financial information for any business you own.