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 then when our clients feel comfortable sending their closest family and friends to us.
We are a proud partner of ATB Financial, we can offer solutions for client's corporate commercial loans, accounting, and consulting services.
Viking Financial Solutions Inc. delivers the highest level of service to every client by treating them like family and adhering to our core values of Professionalism, Excellence and Integrity. These aren’t vague promises, these are strict standards that govern our work. We follow these core values at all times and every stage of our relationship with you.
*Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer.
OUR SERVICES
INVESTMENTS
Group or Individual Registered Retirement Savings Plan (RRSP)
Shelter your retirement savings from taxes
Group or Individual Registered Education Savings Plan (RESP)
Save for education
Group or Individual Tax-free Savings Account (TFSA)
Reach your investment goals faster
Group or Individual Registered Retirement Income Fund (RRIF)
Retirement income and tax-deferred investment growth
Locked-in Retirement Account (LIRA)
Tax-sheltered investment growth for your pension funds
Life Income Fund (LIF)
Retirement income and tax-sheltered investment growth
Non-registered Account
Choose from a broad selection of mutual funds to help you meet your investment goals
Segregated Fund
Invest in Segregated Fund which offers the potential for wealth protection
Individual Pension Plan (IPP)
Enhance your retirement benefits, while receiving a larger tax deduction for your corporation
Retirement Compensation Arrangements (RCA)
Flexible solutions for funded and letter of credit arrangements
INSURANCE
Group or Individual Life Insurance
Get help covering expenses for yourself, your family and your business if something happens to you, with term life insurance or permanent life insurance
Group or Individual Health & Dental Insurance
Get affordable health and dental benefits for yourself and your family
Group or Individual Disability Insurance
Get help protecting your income, your family and your business with disability insurance
Group or Individual Long Term Care Insurance
Long term care insurance gives you added protection that government plans alone may not be able to provide, helping minimize cost and stress to you and your family
Group or Individual Critical Illness Insurance
If you’re diagnosed with a critical illness, focus on recovery with support from critical illness insurance solutions
Travel Insurance
Get help covering your unexpected emergency medical expenses and more wherever you travel with a travel insurance plan
Immigrants & Visitors to Canada Insurance
Whether you’re just visiting or planning on making Canada your new home, Immigrants & Visitors to Canada Insurance will provide for your emergency medical needs while in the country
ESTATE AND RETIREMENT PLANNING
OUR TEAM
Scott Venton
Vice President
Ava Tian, BA
President and Founder
Financial Advisor