Welcome to Ethical Financial

We are delighted to welcome you to our website. We would love to build an Ethical relationship with you. Please let us know if you would like to be in touch with us through Email/Facebook.

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What We Do

We provide insurance brokerage and investment services including Life Insurance, Disability, Critical illness, Health and Dental, Travel Insurance, RRSP (Registered Retirement Savings plan), TFSA (Tax Free Savings Account), RESP (Registered Education Savings Plan). Our services are based on a broad concept approach of knowing who you are and what are your priorities before we recommend any product.

How We Do It

Following are the steps you can expect to go through:

Step 1:

Face to Face meeting with our talented ethical advisor to understand your unique family and financial circumstances. We collect financial information during this meeting, including your income, expenses, current savings, etc.

Step 2:

The advisor prepares a plan that covers your current needs and meet your future retirement needs, for example: how much life insurance is required and how much is currently in place, how much money you will need when you decide to retire and the best way to accumulate it.

Step 3:

The advisor will then approach all the partners (companies) who offer the products that will fit in your unique plan and find the best products available.

Step 4:

Recommendations: You will meet with your advisor again to discuss the recommended plan and implement it.

Step 5:

Service: Our service starts after the plan is placed. We recommend meeting with you once every year to monitor the plan and to make adjustments based on important changes in your life.

BY THE WAY, OUR SERVICES ARE FREE FOR YOU!!

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