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

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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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.

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Stay informed

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