Comprehensive Financial Planning for Professionals in Oakville & The Greater Toronto Area
- Serving Oakville, Mississauga, Toronto, Burlington & The GTA
- Work with high-income professionals, entrepreneurs, and business owners
- 30 years of certified financial expertise
- Tax-efficient strategies & risk management
- Income protection & long-term investment clarity
- Custom financial plans tailored to your goals
- Clear options with measurable outcomes
Expert Wealth Management for High-Income Professionals and Business Owners
At InsurPro Financial Services Inc., we work with high-income professionals, entrepreneurs, and business owners who want more than generic financial advice — they want precise, compliant, and results-driven strategies.
With over 30 years of proven expertise, advanced credentials in financial management, taxation, and estate planning, and a track record of delivering measurable results, we help our clients protect, grow, and preserve their wealth for every stage of life.
Whether you’re in Oakville, Mississauga, Toronto, or anywhere in the Greater Toronto Area (GTA), our process is designed to address the unique financial challenges professionals face and deliver clear, documented solutions.
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The Three Challenges Most Professionals Face
Through decades of working with thousands of clients, we’ve consistently seen three common issues that can erode wealth and limit financial freedom:
- Underperforming Investments – Traditional portfolios often expose you to volatility, lack principal protection, and offer inconsistent growth.
- Significant Wealth Lost to the CRA – Without advanced planning, a large portion of lifetime savings can be lost to taxes — both during your working years and at retirement.
- No Integrated, Guaranteed Income & Protection Plan – Many lack a cohesive strategy for predictable lifetime income, risk management, and tax efficiency.
Our Three Key Solutions
At InsurPro, we design strategies that directly address these challenges:
- Stronger, More Reliable Investment Growth - Portfolios designed for your risk profile with defensive and guaranteed-growth components to protect principal and reduce volatility.
- Keep More of Your Wealth - Advanced tax, estate, and corporate structuring strategies that legally reduce tax exposure and protect your assets from erosion.
- Comprehensive Lifetime Income & Protection Plan - Integrated income planning, insurance coverage, and risk management so you can retire securely and safeguard your family’s financial future.
Why Professionals Choose InsurPro
30+ Years of Proven Experience
Most likely the only advisor in Canada who has worked on Wall Street and held senior management roles for both Wall Street and Canadian insurance and investment companies. Credentials include two MBAs (Financial Management & Taxation; Marketing & Finance), FLMI with Distinction, and extensive tax, estate, and investment expertise.
Specialized for Professionals & Business Owners
Proven track record with doctors, veterinarians, lawyers, IT consultants, pharmacists, and entrepreneurs.
Results-Focused
We work for you, not for any financial institution, ensuring strategies are designed to work in your best interest and help you in achieving your financial objectives.
Measurable Results
Clients consistently see higher returns, lower taxes, and long-term financial stability.
Our Core Financial Planning Services
We provide fully integrated, certified financial planning services tailored to your income, tax situation, and long-term goals:
Retirement Planning
Income projections, government benefit coordination, and tax-efficient withdrawal strategies.
Investment Management
Diversified, risk-adjusted portfolios with a focus on growth and capital preservation.
Tax-Efficient Planning
RRSP/TFSA optimization, dividend vs. salary Individual Pension Plans (IPP), lifetime capital gains exemption maximization, and tax-exempt insurance solutions.
Insurance & Risk Management
Life, disability, and critical illness protection, plus corporate-owned insurance for business owners.
Estate & Legacy Planning
Tax-efficient wealth transfer, business succession strategies, and charitable giving structures.
Our 3-Step Process
We provide financial planning to:
Step 1:
Free Discovery Consultation
We review your goals, documents, and current financial position to identify key opportunities and risks.
Step 2:
Custom Financial Strategy
A written, fully documented plan covering investments, tax planning, income protection, and estate considerations.
Step 3:
Ongoing Support & Adjustments
Annual reviews, mid-year updates, and direct advisor access to keep your plan optimized and compliant.
Serving Oakville, Mississauga, Toronto, & The GTA
InsurPro is based in Oakville and serves clients across the Greater Toronto Area. We work with professionals who have ties to multiple provinces, cross-border income, or corporate structures.
Our plans take into account the provincial and federal tax systems in detail. We also work with clients who are relocating or retiring within Canada.
Consultations are available virtually or in person. Meetings can take place during weekdays, evenings, or weekends based on your availability. We maintain flexibility to accommodate professional schedules and business operations.
Call Now or Schedule Online Consultation – Serving Oakville, Toronto, Mississauga & The GTA
Who We Work With
We provide financial planning to:
IT consultants
Medical professionals (Doctors, Dentists, Veterinarians)
Pharmacists
Legal professionals (Lawyers, Paralegals, Notaries)
Business owners in construction, healthcare, hospitality, and food service
Franchisees and incorporated professionals
Dual-income households with high tax exposure
Pre-retirees preparing to exit a business or practice
Why Clients Trust InsurPro
Common Questions About Financial Planning
Yes. While accountants focus on reporting, compliance, and past transactions, financial planners take a forward-looking approach. A planner considers your goals, current income, present and future liabilities, and timelines, then develops a roadmap to help you accumulate wealth, protect your income, plan for retirement, and transfer your life's work to your loved ones or chosen charities in the most tax-efficient way possible. In short, an accountant plays an important role in reviewing the past, while a financial planner focuses on shaping your future.
Bring your latest tax return, income and pension statements, investment account summaries, details of any life and disability insurance, a list of debts, and a written outline of your financial goals or concerns.
Yes. In Canada, financial planners are regulated by various authorities, including the Financial Services Regulatory Authority of Ontario (FSRA), FP Canada, and several other provincial and national governing bodies. These organizations set strict standards for education, ethics, conduct, documentation, and ongoing professional development.
Absolutely. Tax efficiency is a key part of good financial planning. We use legal and compliant strategies to help reduce both personal and corporate taxes.
The truth is - everyone can benefit from professional financial advice, no matter what is your income level. If you earn a high income, an advisor can help you protect, grow, and structure your wealth in alignment with your life goals. If your income is more modest, the right guidance can help you maximize every dollar, avoid costly mistakes, and build a solid path toward financial security.
A financial advisor isn't just about numbers - they provide clarity, confidence, and peace of mind. Whether you're starting your career, raising a family, planning for retirement, or managing a business, having a trusted partner means you'll never face important financial decisions alone.
Take Control of Your Financial Future
Schedule your complimentary consultation today and discover how InsurPro can help you protect, grow, and enjoy your wealth — for life.
Call Us at
647-360-9445
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