Insurance and Investment Brokerage 🎉
Helping Canadians Save Taxes and Build Their Financial Future.
Expert tax savings strategies and financial planning through proven insurance and investment solutions.
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Holistic financial services to secure your tomorrow.
At Solis Financial Services, we offer a comprehensive range of financial solutions designed to help you grow your savings, save more taxes, and protect your future.
Financial Planning
We work with you to create a comprehensive financial plan that aligns with your life's goals. Whether you're saving for your first home, building your foundation, or retirement. We have the right tools to help you get there.
Insurance Planning
Insurance is one of the key solutions we provide to help you protect your income and assets from any unforseen events. Therefore not putting you in a position withdraw or use up your savings.
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Tax Savings Advisory
We work with you and setup strategies that will legally help you reduce your taxes. Whether your incorporated or an individual, we setup the correct strategies to help you get there.
Wealth Management
We offer a variety of professionally managed investment portfolios, guaranteed interest products, and many more to ensure that you don't have all your eggs in one basket.
Our Process: A Simplified Path to Financial Confidence.
Chat & Discovery
We start with a conversation to understand your priorities and financial goals. By learning about your current strategies, we uncover opportunities to help you save more, protect your assets, and optimize you financial plan
Personalized Planning
Using what we’ve learned, we design a detailed plan tailored to your unique needs. Our strategy focuses on optimizing savings, building financial security, and equipping you to make confident financial decisions. Every element is crafted to align with your lifestyle and aspirations.
Simple Setup
We take care of the entire application process so you don’t have to. From paperwork to underwriting, we handle the details. Once everything is complete, we seamlessly activate your policy, giving you the peace of mind that your financial plan is ready to delivery value.
Why Work With Us?
We’re Committed to helping Canadians achieve financial security and growth. Here’s what sets us apart:
Industry Experience
With over a decade of expertise, we provide clear guidance through the complexities of insurance and investment planning.
Personalized Solution
We recognize that every Canadian has unique needs. Our plans are customized to align with your specific goals.
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.
Convinience
We handle the paperwork and claims and provide ongoing support.
Working With Canada’s Top Insurers.
Currently Have A Policy? Get a free Life Insurance review.
Book A Free ConsultationReviews are important, and we have hundreds to share!
Latest Blog & News
How Business Owners Can Use Corporate-Owned Life Insurance to Save on Taxes.
Discover how corporate-owned life insurance (COLI) can help Canadian business owners reduce taxes, grow wealth tax-efficiently, and secure their company's future. Learn about tax-free death benefits, capital dividend accounts, and strategies for succession planning, key person insurance, and retirement.
Investment 101: A Beginner’s Guide to Investing in Canada
Discover the top investment accounts in Canada, including TFSAs, RRSPs, FHSAs, and RESPs. Learn how to maximize tax savings, grow your wealth, and choose the right strategy for your financial future. Solis Financial Services helps you navigate the best investment options tailored to your goals.
Frequently Asked Question
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What Types of Life Insurance Do You Offer?
At Solis Financial Services, we offer a variety of life insurance options tailored to your unique needs. Whether you’re looking for term life insurance, whole life, or universal life policies, we design plans to protect your family, business, and financial future. Our experience ensures that the insurance strategy you choose fits your long-term goals, offering flexibility and affordability.
What is the Best Way to Plan for My Retirement?
Retirement planning is a critical aspect of securing your financial future, and our team at Solis Financial Services is here to guide you every step of the way. We offer customized retirement solutions, including RRSP’s, Insured Retirement Plans, and out wealth building strategies, tailored to fit your lifestyle and financial goals. We’ll help you create a roadmap to build the wealth you need for a comfortable retirement.
How Can I Save on Taxes with Your Financial Services?
We provide tailored tax-efficient strategies to help optimize your financial plans. Through personalized tax planning, we work to reduce your tax burden by suggesting tax-sheltered investment opportunities, appropriate insurance products, and retirement strategies. Our goal is to help you keep more of what you earn while securing your financial future.
How Do I Choose the Right Investment Strategy for My Goals?
Choosing the right investment strategy depends on your financial goals, risk tolerance, and time horizon. At Solis Financial Services, we offer a personalized approach to investing, providing professionally managed portfolios suited to your situation. Our financial consultant analyze your current financial standing and help you build a diversified portfolio that targets long-term growth while protecting against unnecessary risk.
How Can You Help My Business with Financial Growth and Planning?
We assist business owners with comprehensive financial strategies designed to promote growth and long-term success. From customized insurance solutions to tax planning and retirement strategies, our team works closely with you to build financial plan that protects your assets, optimizes cash flow, and helps you plan for the future. Whether you’re looking to safeguard your business or plan for succession, we’re here to guide you every step of the way.