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.
Through decades of working with thousands of clients, we’ve consistently seen three common issues that can erode wealth and limit financial freedom:
At InsurPro, we design strategies that directly address these challenges:
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.
Proven track record with doctors, veterinarians, lawyers, IT consultants, pharmacists, and entrepreneurs.
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.
Clients consistently see higher returns, lower taxes, and long-term financial stability.
Income projections, government benefit coordination, and tax-efficient withdrawal strategies.
Diversified, risk-adjusted portfolios with a focus on growth and capital preservation.
RRSP/TFSA optimization, dividend vs. salary Individual Pension Plans (IPP), lifetime capital gains exemption maximization, and tax-exempt insurance solutions.
Life, disability, and critical illness protection, plus corporate-owned insurance for business owners.
Tax-efficient wealth transfer, business succession strategies, and charitable giving structures.
We review your goals, documents, and current financial position to identify key opportunities and risks.
A written, fully documented plan covering investments, tax planning, income protection, and estate considerations.
Annual reviews, mid-year updates, and direct advisor access to keep your plan optimized and compliant.
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
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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.
647-360-9445