|Your Best Interest is our Only Interest.|
We built our business with absolute believe in this motto, placing our client needs first.
An insurance advisor is best selected on quality advice, knowledge of planning strategies, access to the entire marketplace
and proactive management of your plans.
Top 10 reasons why our clients choose us as their insurance provider.
|1||Our clients are number 1 |
We know that our clients’ satisfaction will drive our business through repeat business and referrals.
|2||We are an independent broker|
Offer you access to all the major insurance companies in Canada and can shop on your behalf. You can reed more about Our services by Provinces in British Columbia, Alberta and Ontario.
|3||Insurance is what we do|
As specialists in Individual Insurance, Employee benefits, Travel Insurance, Private Health and Dental Plans, Health and Welfare Trusts we can be focused on risk management, and not get clouded with market returns.
|4||Will find you the best policy for the best price|
Finding the balance between low priced premiums and highest possible value for our clients.
|5||Finding long term tax efficient strategies|
We know how to structure advanced lifetime cash value insurance for wealth creation.
|6||We focus on needs first |
Before prescribing an insurance solution we will evaluate your insurance risks, and make sure you are fully protected.
|7||Over 30 years of experience|
With Finkelstein Financial’s team and industry partners we bring over 30 years of insurance experience to you.
|8||We are customer service driven|
Helping our clients promptly and with professional advice is a guarantee.
|9||Your future needs will be met as things change|
We plan for today and into the future to help you with insurance advice as things inevitably change.
|10||We are partnered with the best|
If you need investment advices, legal questions or mortgage & banking services, we have many associates that we can refer to suit your needs.