Holistic Insurance and Financial Services Inc.

...Planning for tomorrow
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    • Let's Talk about your financial and retirement plan.

    Products & Services

  • As your advisor, I work closely with you to provide you practical solutions to your unique needs. I will work with you to help you get a clear picture of where you are now and set goals to get you to where you would like to be in future - Short, Medium and Long term goals.

    • For Individuals

  • Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.
  • »Life Insurance
  • »Critical Illness Insurance
  • »Disability Insurance
  • »Long Term Insurance
  • »Investment
  • »Registered Education Saving Plan [resp]
  • »Registered Retirement Saving Plan [rrsp]
  • »Tax Free Savings Accoung
  • »Mortgage
  • »Debt Management & Counselling
  • »Non-Registered Accounts
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    For businesses

  • Either small or large business our group benefit solution offers products and services that would ensure adequate protection and peace of mind for your employee. Plans can be tailored to suit your specific needs.
  • »Group Medical and Dental Plan
  • »Group Pension Plan
  • »Key Pension Insurance
  • »Executive Retirement Plans
  • »Health Saving Account
  • »Medical Trust
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