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We are an award winning financial services firm specializing in insurance products and solutions (life insurance, critical illness and disability), investments and financial planning. We service clients anywhere in Ontario, Canada either remotely via phone, email or video conferencing or in person.Â
50 Coreslab Dr, Dundas, ON, L9H 0B2, Canada
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 7:00 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Parvesh was very informative on the various life insurance policies that's out there. He made the process extremely smooth once we finalized on the policy I was going with. He also kept me in the loop at every step he was at with the insurance provider. Highly recommend to go with Parvesh when you're considering on making such an important life/financial decision.Â
I had a truly exceptional experience working with Parvesh. He was incredibly responsive, thoughtful, and thorough - especially in navigating a more complex insurance situation. He took the time to understand the full picture, communicated clearly and compassionately, and went above and beyond to provide clarity where most advisors wouldn’t even try. What stood out most was his genuine care and patience. Even when things got tricky, Parvesh stayed committed to helping me find answers - not just products. It’s rare to find so... read more
Parvesh has made a lasting impression! He was professional, knowledgeable and flexible . I would highly recommend him for your life insurance needs, that's what my husband and I went to him for and I cannot express how grateful I am for his hard work and dedication to finding us the best policies for our family. He is personable and got it done! Thank you Parvesh, you've given my family peace of mind in the event that an unfortunate and unexpected event should occur.Â
Excellent experience. We went through all my options in detail and felt assured that the choice I was making was right for me. Timely follow up and professional. Thank you!Â
Parvesh has been such a big help to me and my family. He's always answered all of my questions and emails thoroughly and promptly. He's guided us every step of the way and we were able to find the perfect plan for our family. I highly recommend Parvesh and his team for any insurance needs. Thanks, Parvesh!Â
Protect Your Wealth 🏅 Affordable Life Insurance Broker & Retirement Planner has a 5 star rating with 207 reviews.Â
Protect Your Wealth 🏅 Affordable Life Insurance Broker & Retirement Planner is closed now. It will open on Monday at 9:00 a.m.Â
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