Crafting personalized financial solutions for you
We are a dedicated team to help people achieve their financial goals.
ABOUT US
We are honored to be a primarily referral-based investment* and insurance firm. There is no greater testimony to the quality of our services than when our clients feel comfortable sending their closest family and friends to us.
We are a proud partner of BMO, and IDC insurance group( who is the largest insurance brokerage firm in Canada), we can offer solutions for client's corporate financial planning and mortgages with our partners throughout the country. We are also working with Cidel the Global private bank for our international clients.
OUR SERVICES
INVESTMENTS
Group or Individual Registered Retirement Savings Plan (RRSP)
Group or Individual Registered Education Savings Plan (RESP)
Group or Individual Tax-free Savings Account (TFSA)
Group or Individual Registered Retirement Income Fund (RRIF)
Locked-in Retirement Account (LIRA)
Life Income Fund (LIF)
Non-registered Account
Segregated Fund
Individual Pension Plan (IPP)
Retirement Compensation Arrangements (RCA)
INSURANCE
Group or Individual Life Insurance
Group or Individual Health & Dental Insurance
Group or Individual Disability Insurance
Group or Individual Long Term Care Insurance
Group or Individual Critical Illness Insurance
Travel Insurance
Immigrants & Visitors to Canada Insurance
ESTATE AND RETIREMENT PLANNING
LENDING SERVICES
Construction Financing
Commercial Financing
Land Financing
Mezzanine Financing
Bridge Financing
Foreclosure Prevention
COMMERCIAL LENDING
Through our Partners
We offer full-service commercial mortgage brokerage through our partner Paragon Mortgage Inc. We take pride in creatively structuring loans that are outside of the parameters of your typical conventional lenders.
OUR TEAM
Scott Venton
Vice President
Ava Tian
President and Founder
Financial Advisor
Ajay Somal
Partner, Mortgage specialist