Holistic Wealth Management
Build Wealth. Reduce Tax.
Protect Your Future.
We help Canadians reduce taxes, preserve capital, and grow their wealth through integrated insurance and investment strategies.
Rated by Canadians
Holistic Wealth Management
Build Wealth. Reduce Tax.
Protect Your Future.
We help Canadians reduce taxes, preserve capital, and grow their wealth through integrated insurance and investment strategies.
Rated by Canadians
Holistic Wealth Management
Build Wealth. Reduce Tax. Protect Your Future.
We help Canadians reduce taxes, preserve capital, and grow their wealth through integrated insurance and investment strategies.
Rated by Canadians
Join
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other awesome clients
Join
+
other awesome clients
Join
+
other awesome clients
What We Even Do
Explore our range of services to discover the perfect solution tailored to your unique financial needs.
Tax Planning & Optimization
We help Canadians reduce unnecessary taxes and maximize after-tax wealth through strategic use of insurance and investment solutions. Whether personal or corporate, our goal is simple — help you keep more of what you earn.
Tax Planning & Optimization
We help Canadians reduce unnecessary taxes and maximize after-tax wealth through strategic use of insurance and investment solutions. Whether personal or corporate, our goal is simple — help you keep more of what you earn.
Insurance & Risk Management
Protect your income, business, and family with tailored insurance strategies. From personal coverage to corporate-owned life insurance, we design solutions that safeguard your financial future while supporting long-term goals.
Insurance & Risk Management
Protect your income, business, and family with tailored insurance strategies. From personal coverage to corporate-owned life insurance, we design solutions that safeguard your financial future while supporting long-term goals.
Education Planning
Give your children a strong financial start. We help families create flexible funding strategies using tools like RESPs and tax-advantaged insurance solutions to support education, future goals, and lasting financial security.
Education Planning
Give your children a strong financial start. We help families create flexible funding strategies using tools like RESPs and tax-advantaged insurance solutions to support education, future goals, and lasting financial security.
Retirement & Legacy Planning
Build a retirement plan that provides lasting security and leaves a meaningful legacy. We help you create tax-efficient income strategies and estate solutions to preserve and transfer wealth to the next generation.
Retirement & Legacy Planning
Build a retirement plan that provides lasting security and leaves a meaningful legacy. We help you create tax-efficient income strategies and estate solutions to preserve and transfer wealth to the next generation.
Tax Free Savings Account
Segregated Funds
Registered Retirement Savings Plan
Registered Education Savings Plan
Whole Life Insurance
Universal Life Insurance
Critical Illness Coverage
Disability Insurance
Guaranteed Investment Options
Term Life Insurance
Start Your Strategy Today.
Why Even Us ?
We go beyond surface-level advice — our consulting approach is built on data, strategy, and execution
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Cost Savings
Access to competitive premiums by comparing rates from various providers.
Convenience
We handle the paperwork and claims and provide on going support every stage of the strategy.
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and tax planning.
Personalized Solutions
We recognize that every Canadian has unique needs. Our strategies are customized to align with your specific goals and objectives.
Dedicated Support
From initial consultation to ongoing service, we're here to support you at every stage, ensuring seamless execution and maintenance of your policies and investments.
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Proven Process for Your Goals
Our step-by-step approach simplifies challenges, delivers tailored strategies, and drives measurable results.
Rated by Canadians
Rated by Canadians
Rated by Canadians
1
Simple Consultation
Book your call in minutes. We make it effortless to connect and identify any financial gaps or leaks in your plan, while seeing if we’re the right firm to help you reach your goals.
1
Simple Consultation
Book your call in minutes. We make it effortless to connect and identify any financial gaps or leaks in your plan, while seeing if we’re the right firm to help you reach your goals.
2
Personalized Plan
We build a personalized, tax-efficient plan around your income, business, and goals, helping you close financial gaps to grow and keep more of your wealth.
2
Personalized Plan
We build a personalized, tax-efficient plan around your income, business, and goals, helping you close financial gaps to grow and keep more of your wealth.
3
Ongoing Partnership
Our partnership doesn’t end with a plan. We provide continuous support, strategy reviews, and optimization to ensure your financial plan evolves with your business and retirement goals.
3
Ongoing Partnership
Our partnership doesn’t end with a plan. We provide continuous support, strategy reviews, and optimization to ensure your financial plan evolves with your business and retirement goals.
Why Canadians Choose Solis Financial?
When it comes to tax and wealth strategies, not all advisors are created equal. Here's how Solis Financial delivers a higher standard of planning, service, and results.
Benifits
Big Bank Advisors
Solis Financial
Solis Financial
Scheduled Bi-Annual Reviews
Personalized Plans
Limited
Step-by-Step Consultation
Limited
Guranteed Insurance Acceptance
Limited
Options of Different Insurance Providers
Solutions Based Approach
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
What Our Loving Clients Say
We help Canadians protect, grow, and keep more of their wealth. Here’s what our clients are saying.
180+
Policies Approved
180+
Policies Approved
96%
Client satisfaction rate.
96%
Client satisfaction rate.
10+
Years of experience
10+
Years of experience
Behind Solis Financial
At the heart of our work is a team of experienced consultants, strategists, and analysts who bring clarity, insight, and direction to every project.
Mark Solis
Senior Advisor
Mark Solis
Senior Advisor
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Worked With 100+ Clients
Industry Expert
Trusted Advisors
Proven Results
Your Questions, Answered Clearly
Whether you're looking to reduce taxes, protect your assets, or grow your wealth, here are answers to the most common questions clients ask.
“Our main goal is to turn complex challenges into clear strategies that drive growth.”
Founder of Solis Financial
“Our main goal is to turn complex challenges into clear strategies that drive growth.”
Founder of Solis Financial
What services do you offer?
We specialize in tax-efficient insurance and investment strategies for Canadian professionals and business owners, helping you grow and keep more of what you earn.
How long does a typical consultation process take?
Most initial consultations last 30–45 minutes. It’s a simple conversation to identify financial gaps and explore if we’re the right fit to work together.
Do you work with startups or established businesses?
Both. We help Canadians with personal financial planning and incorporated clients looking to optimize their corporate structure, reduce taxes, and build long-term wealth
What can I expect in the first consultation?
We’ll review your current setup, discuss your financial goals, and share strategies to improve cash flow, reduce taxes, and protect your assets.
Do you offer ongoing support after the consultation?
Yes. We provide ongoing reviews, plan updates, and continuous guidance to ensure your strategy adapts as your income and business evolve.
What services do you offer?
We specialize in tax-efficient insurance and investment strategies for Canadian professionals and business owners, helping you grow and keep more of what you earn.
How long does a typical consultation process take?
Do you work with startups or established businesses?
What can I expect in the first consultation?
Do you offer ongoing support after the consultation?
What services do you offer?
We specialize in tax-efficient insurance and investment strategies for Canadian professionals and business owners, helping you grow and keep more of what you earn.
How long does a typical consultation process take?
Do you work with startups or established businesses?
What can I expect in the first consultation?
Do you offer ongoing support after the consultation?
Insights That Drive Growth
Stay ahead with expert resources, practical strategies, and industry insights designed to help your business make smarter decisions.
Worked With 100+ Clients
Industry Expert
Rennovation Experts
Interior design
Worked With 100+ Clients
Industry Expert
Rennovation Experts
Interior design