 Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
You've worked hard for your finances. Sometimes you are faced with the daunting task of choosing an investment, insurance or disability product that's right for you. Far too often, you may choose a product without much information and knowledge of that particular product.
Together we will examine your goals and design a comprehensive and well balanced financial plan that's right for you.
Our business is built on having long term relations with our clients. My first priority is to act in a client's best interest. We have helped hundreds of families in their financial and insurance planning. We believe if you help others to get what they want, you will get what you want.
Mission Statement
Our mission is to improve the quality of our client’s lives by providing them our professional guidance with wisdom, competency, confidence, respect and ethical conduct – with the belief that they and their families will benefit.
About Sunil Bhushan
Sunil Bhushan is an RHU (Registered Health Underwriter). An RHU is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals. The RHU is the only designation in Canada denoting specialized knowledge in all areas of living benefits ( critical illness insurance, disability insurance, long term care, health & dental plans, visitors / travellers insurance ) and is the premier credential in the health insurance industry.
Sunil Bhushan is also a member of the "Independent Financial Brokers of Canada" which gives him the flexibility to deal with all major insurance and investment companies like Manulife Financial, RBC Insurance, Industrial Alliance, Sun Life, Canada Life, Unity Life, Empire Financial Group, Transamerica, Life Canada, Blue Cross, TIC travel insurers, Travel Underwriters, BMO Insurance, Desjardins & Equitable Life of Canada. Being an independent broker, Sunil works for his clients and not the insurance companies that he represents.
Sunil Bhushan has over 25 years of experience in the customer service industry. He specializes in customising insurance/investment packages for his clients focussing on their goals & their present financial situation. |
