WELCOME

SOLE financial is a full service independent financial planning firm dedicated to providing leading financial information combined with a wide range of competitive financial products, serving individual, professional and business clients.

We do not work for any one financial or insurance company and survey the Canadian marketplace to offer our clients the best products and pricing from reputable companies that will meet their needs.

We offer a wide range of planning services that are personalized to our client’s needs. Please see the list of services we offer to help you reach your goals.

Why Choose Sole Financial?

Best Products and Pricing
We do not work for any one financial or insurance company and survey the Canadian marketplace to offer our clients the best products and pricing from reputable companies that will meet their needs.
Plan For Your Goals
Whether your financial goals are to: plan for retirement, minimize taxes, own a home or cottage, provide for a child's education, protect your income and assets or own a business we can help you with our planning services.
Qualified Professionals
We are a full financial planning firm with over 20 years of combined experience dedicated to providing solid financial advice and leading financial solutions for our individual, professional and business clients.
Insurance
Individual Insurance To access your current and potential future risks and provide solutions to reduce, eliminate and/or transfer the exposure to ensure that your wealth is protected. Life Insurance (Term, Participating, Permanent, Universal Life) Health, Dental & Vision Care Income Protection/Disability Insurance Critical Illness Insurance Long Term Care Out-of-Province/Country Travel Insurance

Our Services

Whether your financial goals are to: plan for retirement, minimize taxes, own a home or cottage, provide for a child's education, protect your income and assets or own a business we can help you with our following planning services:

COMPREHENSIVE FINANCIAL PLANS

An essential step to ensuring your financial decisions are best suited to your current and future ne...

INDIVIDUAL INSURANCE

To access your current and potential future risks and provide solutions to reduce, eliminate and/or ...

INVESTMENT ANALYSIS

To ensure your investments are tailored to meet your goals and objectives, values, temperament and r...

INVESTMENT AND RETIREMENT MANAGEMENT

Wealth Accumulation Plans Registered Retirement Savings Plans (RRSP) Investment Accounts (...

GROUP BENEFITS AND RETIREMENT PROGRAMS

Group Benefits Plans We will help you design and implement a group benefits plan for your workplace...

TAX PREPERATION

SOLE Tax Service is a registered E-Filer that offers a full range of tax and estate planning service...

Need your Personal or Small Business Taxes Prepared??