Vantage Insurance and Financial Solutions Inc.
Job title: It all starts with great advice!
Languages spoken: English, Portuguese
Area(s) served: Ontario
Trustworthy advice you can count on
Holistic financial planning
The financial industry can be a complex maze of products and services. At Vantage Insurance and Financial Solutions, we make the complex world of finance, simple. We’ll work with you to help you understand and navigate through your options.
We work with:
- business owners,
- pre-retirees,
- families and
- professionals.
We focus on building long-term professional relationships with the Clients we work with. Your needs and goals may change as you progress through life – we’re here to see you through those changes.
We know you work hard for yourself and your loved ones. Building multi-generation wealth is something we can help with. Our team provides full service financial planning. We know you are unique and your financial plan should be as well. Some of the things we can help you with include:
- building wealth,
- creating exit strategies,
- investment planning,
- retirement planning,
- estate planning and
- tax planning.
Our office is in Toronto, Ontario. We’re happy to offer in-person appointments and virtual appointments for Clients throughout Ontario. Contact our office to book your appointment.
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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Allocation Views: Balanced risk across assets
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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To support immediate and ongoing relief efforts in Jasper and other affected areas in Alberta, we are donating $50,000 to the Canadian Red Cross Alberta Wildfires Appeal. If you are considering supporting wildfire relief efforts, remember to take advantage of our donation matching program by visiting Link: https://give.redcross.ca/page/24AWA
To support immediate and ongoing relief efforts in Jasper and other affected areas in Alberta, we are donating $50,000 to the Canadian Red Cross Alberta Wildfires Appeal. If you are considering supporting wildfire relief efforts, remember to take advantage of our donation matching program by visiting Link: https://give.redcross.ca/page/24AWA