 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.
You've worked hard for your finances. Sometimes you are faced with the daunting task of choosing an investment or insurance 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 relationships 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, and hope to help hundreds more.
We also now offer financial planning services to businesses and professionals. This will allow us to work with business owners and professionals in helping them to meet their future financial objectives, including the creation of sound succession plans.
Mission Statement
Our mission is to improve the quality of our clients’ 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 a CLU (Chartered Life Underwriter) and a CHS (Certified Health Insurance Specialist). The CLU is Canada's premier wealth transfer and estate planning designation. Chartered Life Underwriters specialize in assisting their clients with accumulating and managing wealth and also in distributing that wealth in the most tax efficient manner.
A CHS is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals. The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits (critical illness insurance, disability insurance, long term care, health and dental plans, visitors and 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. |
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These include 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 and Equitable Life of Canada.
Being an independent broker, Sunil works for his clients and not the insurance companies that he represents. With over 25 years of experience in the customer service industry, he specializes in customizing insurance and investment packages for his clients, keeping in mind their current financial needs while working to achieve their future financial goals. |
