Patkai & Son Financial Services Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Economists expect modest decline in June inflation, paving way for July Bank of Canada cut
Economists are confident the data will show inflation resumed its downward trajectory after a surprise jump
Canadians worried about inflation, income and potential recession: survey
A new survey says Canadians are feeling less optimistic about their finances, with respondents worried about inflation, income levels and a potential recession at the midpoint of the year.
3 reasons to get life insurance in your 20s or 30s
Did you know the younger and healthier you are, the more likely you’ll have lower monthly premiums on life insurance? Let’s set up a meeting or video chat to discuss what life insurance might be right for you.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.