ABOUT US

 

 

 

 

Best Advice Financial was founded in 1997. Since then, we have grown substantially to become one of Ontario’s largest brokerage companies.  We have over 100 servicing agents and growing!  Conveniently located at highway 404 and 401, our agents are available to service anywhere in the Toronto area and any surrounding cities.  We have a variety of financial product offerings from many different well known companies to provide our clients with exceptional financial solutions.

Our goal is to provide the best advice for our clients and help families and business owners acheive financial security. Guided by this principle, Best Advice Financial will deliver value to its clients and strategic partners.   To ensure that our clients are receiving the best service, our representatives are required to go through ongoing training and professional development, based on “Best Practices” that have been identified by industry leaders.

What Sets Best Advice Apart

Best Advice combines extensive insurance and investment planning with dedication to personal service. We provide our clients with a high level of financial planning and advisory services, and treat our clients as partners in the process.

Extensive Financial Planning Experience

  • Knowledge of the Capital Markets
  • Strong Relationships
  • Exceptational Services
  • Vast variety of Financial Products

Services we provide
for our clients:

* Accumulation Planning
* Estate Planning
* Educational Funding
* Tax Planning
* Retirement Planning

 

Companies we offer products from:

Life Insurance Companies

Industrial Alliance

Equitable Life

National Life

Travel Insurance Coordinators

RBC Insurance

Canada Life

Great-West Life

Unity Life of Canada

Children’s Education Plan

Children’s Education Funds Inc.

Mutual Fund Products

AIC

AIM Trimark

AGF

CI Funds

Franklin Templeton

TD Bank

ING Funds

Fidelity Investments

Manulife Financial

 

 

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