Company Profile
We have worked hard to make financial and insurance services very clear and simple for you. Whatever your walk in life is, we have the most innovating products and services to fit your needs. Together we will examine your goals and arrange a comprehensive and well balanced financial plan that's right for you. That's where we can help.


Trusted Advisor
As a Chartered Life Underwriter and Certified Health Insurance specialist, my education and designation allows proper underwriting of your life, critical illness, disability, and long term care and group insurance policies, so you get paid when you need them the most. Since 2001 we have paid several life, disability and critical illness insurance claims.

We are a member of Independent Financial Brokers of Canada which allows us to deal with major Insurance Companies to serve our clients with the best possible product and services at the lowest rates.

Our Mission Statement

Our mission is to become a trusted advisor in the lives of our clients. We provide guidance based on uncompromising integrity and world class personal service.

Our Clients
Our client's best interest is our first priority. We have helped hundreds of families in their financial and insurance planning. Our clients are business owners, professionals, and families. Each person has distinctive needs and circumstances that we personalize. Every client deserves personal attention and customized solutions.

Education: Zahid Syed

Licensed Insurance Advisor
Certified Health insurance specialist (CHS)
The Canadian Investment Course (IFIC)
The Labour Sponsored Investment Funds Course (IFIC)
Chartered Life Underwriter (CLU)

 

Here are some of the most notable honors Zahid Syed has received in recent years:

  • Top producer for the Agency since 2001
  • Member of The Million Dollar Round Table (This organization has the top 1% of financial professionals in the world)
  • Industrial Alliance Vice President Award since 2001
  • Industrial Alliance Elite Club Member
  • Diamond Award from Industrial Alliance in 2006
  • VFG Gold Club Award for 2006
  • Broker Appreciation Award from Macquarie Financial
  • Person of the Month for Community Newspaper
  • Member of Independent Financial Brokers of Canada

 

Our Partners

 

 

About Us
   
     
       
     
Call Now : 905-624-0008
Personal Insurance Business Insurance