Client Services

Everyone is getting older and should be thinking of their long-term financial stability. The future is getting closer, regardless of your current age, personal goals or income. This is what makes developing a plan today, very important. We’ll analyze your individual needs and provide you with the right tools to meet your needs. Max Financial is the company you can trust with your complex financial needs.

Insurance

Whether it is Life insurance, critical insurance, long term care insurance, disability insurance or accident insurance, we know it is stressful and vital to pick the right insurance policy.

We know our insurance can provide exceptional and significant financial benefits, especially for those with children to support. It can be the most effective way to guarantee that your loved ones will be financially secure, should anything happen to you unexpectedly.

Life insurance is important for a number of reasons and it is a complex product to choose. The scope of choice that is available allows you to personalize your insurance for your exact needs. Our team has a wealth of experience narrowing down and fulfilling the best solutions for you.

LIFE INSURANCE

Life insurance can be an important part of your financial strategies, helping to ensure a more secure financial future for your loved ones in the event of untimely uncertainty. There are many advantages for life insurance.

  • Final expenses :Your beneficiaries can use insurance benefits to help cover final expenses.
  • Paying off debts :The insurance benefits can be used to pay off mortgage and other debts.
  • Income replacement : Life insurance benefits can help replace your income that helps your loved ones to continue to enjoy the same standard of living and for securing college education for your children.

LIFE INSURANCE

Life insurance can be an important part of your financial strategies, helping to ensure a more secure financial future for your loved ones in the event of untimely uncertainty. There are many advantages for life insurance.

  • Final expenses :Your beneficiaries can use insurance benefits to help cover final expenses.
  • Paying off debts :The insurance benefits can be used to pay off mortgage and other debts.
  • Income replacement : Life insurance benefits can help replace your income that helps your loved ones to continue to enjoy the same standard of living and for securing college education for your children.

Disability Insurance

It protects your income if you become injured or ill and you receive tax free monthly benefit up to 75% of your gross monthly income. Available elimination periods (waiting periods ) are 30 days, 90 days, 120 days, 180 days, 365 days and 730 days , and benefit periods are 2 years, 5 years and up to age 65.

Critical Illness Insurance

Critical illness insurance is a form of health insurance that provides a lump-sum payment should you become seriously ill.

What are the types of illnesses covered by critical illness insurance?

Although they differ from company to company, typical illnesses and diseases covered by critical illness insurance may include:

Cancer
Heart attack
Stroke
Multiple Sclerosis

Critical Illness Insurance

Critical illness insurance is a form of health insurance that provides a lump-sum payment should you become seriously ill.

What are the types of illnesses covered by critical illness insurance?

Although they differ from company to company, typical illnesses and diseases covered by critical illness insurance may include:

Cancer
Heart attack
Stroke
Multiple Sclerosis

Long Term Life Insurance

A life insurance policy provides a payout to your beneficiaries after you die. A long-term care insurance policy provides money to pay for such expenses as nursing home care and assisted living services if you’re no longer able to live independently on your own.

Investments

We know it is our job to constantly evaluate unique investment opportunities that provide the best return, while mitigating major risk. We spend countless hours researching and meeting with industry leaders to prospect the right investment opportunities.

Having being one of the most trusted financial service teams in the GTA, we know our group of experts will create traditional and alternative investment options for you.

TRAVEL INSURANCE

Everyone loves an adventure, but the unexpected can derail even the best laid travel plans. That’s where Max Financial comes in. Travel insurance products administered by us, focuses on the most important benefits Canadian travellers and Visitors to Canada need, helping you to relax and enjoy your trip to the fullest.

The Visitors to Canada Plan is suitable for international tourists or family and friends who are visiting Canada for a short period or longer stay, including those on a super visa.

Investments

We know it is our job to constantly evaluate unique investment opportunities that provide the best return, while mitigating major risk. We spend countless hours researching and meeting with industry leaders to prospect the right investment opportunities.

Having being one of the most trusted financial service teams in the GTA, we know our group of experts will create traditional and alternative investment options for you.

Group Benefits

Group insurance benefits have a significant financial obligation Max Financial understands there is an important role in planning the program, for the betterment of employees and their families. We acknowledge that every plan has unique objectives. Recognizing this multiplicity, we strive to find creative and flexible options and are committed to giving you the best value for your plan. Our team takes pride in representing you and strive for perfection when making our recommendations, putting your needs above all.

Head Office

10-5 Melanie Dr, Brampton,
ON L6T 4K8, Canada