About Protect Your Wealth
Proudly Serving the Greater Hamilton, Burlington & Oakville Areas
We have been fortunate enough to be in the life insurance, investment planning and financial services industry since early 2001 and our parent company The Annex Financial Group was founded in 2007. We love helping people from all walks of life fulfill their financial dreams from small business owners and working professionals to retirees and young families.
We also know that life can throw us all curveballs and that there can be bumps along the way. Which is why it is crucial for us to ensure our clients are protected against these unexpected turns.
Furthermore, we know our clients work hard for the success they have achieved. Thus, it is extremely important to minimize tax and retain as much of their earnings as possible.
Our entire client base is made up from interactions we have with clients during our day to day operations and client referrals. There is no greater compliment to us than receiving a referral from an existing client; we thank-you for your trust and loyalty.
Parvesh Benning | President and Wealth Advisor
Parvesh Benning founded The Annex Financial Group in 2007.
As a seasoned wealth advisor, Parvesh has over 15 years experience in the financial services industry working with major banks such as TD, Scotiabank and Bank of Montreal. He is currently licensed to sell product and services from (and not limited to) Assumption Life, Blue Cross, BMO Insurance, Canada Life, Canada Protection Plan, Desjardins, Empire Life, Equitable Life, Foresters Financial, Industrial Alliance, Ivari, Manulife and RBC Insurance.
Parvesh is a sports enthusiast and passionately follows the local professional baseball, basketball, football and hockey teams.
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