About Us

Dealing with Mortgages, and Insurance can be difficult and confusing. It is my job as a professional consultant to help you navigate your way to financial success. From competitive rates to flexible policies, I’ll work with you to find a solution that best suits your needs. As your Financial Advisor, I will help you find the options that work, and align with your financial goals.

Options for Families:

  • Term Life
  • Permanent Life
  • Critical Illness
  • Disability
  • Long-Term Care
  • Personal Health and Dental
  • RRSP
  • TFSA
  • Mutual Funds
  • Segregated Funds
  • Mortgage Approval 

Options for Businesses:

  • Employee Group Benefits Plan
  • Flexible Benefits for Tax Savings
  • Business Expenses
  • Key Person Insurance
  • Capital Gain Tax Planning
  • Retirement Planning

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Testimonials

Insights from Dave Financial helped me to identify the weak points in my financial strategy and assisted me achieving my financial goals much quicker than I expected.

Jagrut Parik

Dave Financial provided me with clear, and effective financial insights and advice. They went above and beyond to set me up in achieving my financial goals.

Chirag Shah