Start Planning Your Future, Today!

An Insurance and Financial Planning Partner You Can Trust

Do you, your family and/or business have a definitive plan on building your wealth, preserving your assets and minimizing expenses upon wealth transfer?

Life never stands still. It evolves, changes direction, and leads to new possibilities. Therefore your approach to financial security cannot be static because as your life changes, so do your needs and goals.

Working together, we can identify your financial goals and objectives, help you prepare for the future, and help protect you if life takes an unexpected turn. As your trusted life insurance broker, we will work with you to create a protection plan for your family or business.

Let’s Talk About Your Financial Future

Our financial planning experts will give you complimentary financial analysis to individuals, families and small business owners from all walks of life. We have access to over 30 different financial institution’s products and services including the largest financial companies in Canada.

As investment planning advisors, we are experts at controlling risk, minimizing taxes and optimizing wealth. It is our personal mandate to help as many individuals and families as we possibly can.

If you are looking for our Investor Login, please click here.

We will better your financial situation.

Regions We Service

We primarily serve clients located in – but not limited to – the following regions:

Ancaster, Burlington, Dundas, Hamilton, Mississauga, Oakville, Stoney Creek and Waterdown.

How Can We Help You?

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Life Insurance Brokers Ancaster, Dundas, Hamilton, Burlington

Life Insurance

Our life insurance approach consists of a complimentary analysis and customized approach that identify your financial goals and objectives, your plans for the future, and how we can help you in the event a not-so-good change makes its way into your life.

Our life insurance solutions are designed to help you plan, prepare and stay protected from an unexpected tragedy. But what many people don’t know is that it comes in several different types, all of which come with different costs, structures and benefits.

We work with residents in Hamilton, Burlington, Oakville and the nearby areas to help them understand the various types of life insurance, the difference between temporary and permanent plans, and which is right for them based on their financial situation and other factors.

Critical Illness Insurance

Critical illness insurance is intended to cover you financially with a lump sum payment in the event you suffer from a covered critical illness under a specified survival period.

While such a scenario can be extremely challenging on a physical, emotional and financial level, our critical illness insurance services allow us to work with you to find the right plan to prepare and ensure that money is the least of your worries should you fall critically ill.

Our team works with residents in Hamilton, Burlington, Oakville and nearby areas to help them ensure that assets are the least of their worries during a critical illness.

Critical Illness Insurance Brokers Hamilton

Disability Insurance Brokers Hamilton

Disability Insurance

Injuries can happen at anytime. A disability illness could dramatically alter your life, your family’s lifestyle, as well as your financial security. A chronic disease or physical disability could keep you from working. Someone in your family could become injured and require personal care.

Insurance can not prevent those things from happening. However it can help alleviate some of the financial burden.

Disability insurance provides you with an income when a disability stops you from working. With disability insurance protection, your family would have money to pay bills, and remain financially stable.

Financial Planning

Let’s face it: as much as we try to stay on top of it, finding the right financial fit with your short- and long-term budget can be a stressful, frustrating task.

We are here to help you find the right solutions for long-term financial security by working closely with you to understand your current situation, as well as your objectives for the future and how we can reach them.

As your financial planning advisor, we will foster a trusting, long-lasting relationship with you, offering unparalleled levels of service that will help you see the financial future you want. We will implement the proper, customized financial planning strategy to ensure that you are on the path to financial success and achieve your goals.

Financial Planning Hamilton

“Parvesh was very informative and easy to deal with. He didn’t push us to make a decision. He showed us a bunch of options and based on that we made the most informed decision for us. I would highly recommend him to others.”
“Exceptional one on one customer service. He listened to our family needs evaluated what we had and what we actually needed. I now feel comfortable we are headed in the right track for our insurance needs.”
Mr. Davis
“He’s knowledgeable, flexible and provided advice specific to my needs. Parvesh was always prompt in responding to any of my request. I look forward to working with him again on the future.”
“Working with Parvesh has been a wonderful experience. We have very much appreciated his advice and guidance as we organize our finances and plan for the future. He is extremely knowledgeable and helpful; he walked us through the process of developing a plan that perfectly meets our needs.”
“Parvesh understood and completed all of my requests in a timely manner. His professionalism showed through in his ability to communicate and guide me through my own personal needs. Additionally, he asked questions, kindly gave instruction, and overall was attentive to my main goal.”
“Parvesh answered every question my wife and I had and it was clear to us that he had my family’s best interest in mind. He is extremely professional and knowledgeable and I highly recommend his services.”