Services

Insurance Corporate Investment Strategy This strategy uses life insurance to reduce the impact of double tax trap. Simply redirect some or all of the corporation’s surplus from taxable investments into Par insurance policy that reduce the fair market value (FMV) of the corporation. This strategy uses life insurance to reduce the impact of double tax […]

Insurance Corporate Life Insurance Strategies These strategies are the right solutions for you if your corporation has taxable investments, if you need life insurance to protect your business, if you want a tax-efficient way to transfer assets to your heirs , if you supplement your retirement income and if you have an up to date […]

Travel Insurance We have a plan for everyone and every budget 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 […]

Investment Our Investment Options We help our clients analyze through a complicated environment. We discover suitable opportunities to help our clients invest according to their standards and create a positive return expectation. Our strategy is more than simply screening businesses and requires active conscientiousness on private and public strategies. OLD AGE SECURITY (OAS) PROGRAM LIFE […]

About 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. GROUP TFSA GROUP ANNUITY GROUP RRSP Group Insurance Benefits GROUP TFSA Group TFSA is also an another type of retirement savings plan with payroll […]

Life Insurance Get coverage built to protect your life. 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 […]

Term Life Insurance Get coverage for a limited period of time. 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. […]

Insurance Whole Life Insurance Whole life insurance provides the coverage for life. The premiums are fixed, based on the age of the issue , and usually do not increase with age. The premiums are typically much higher than those of term life insurance. Whole life insurance and Term 100 provide the coverage for life. The […]

Insurance Personal Life Insurance Strategies. These strategies are more suitable to the clients who have inheritance or who are maximizing their RRSP and TFSA contributions , and still looking for tax deferred growth with a tax advantaged strategy using either Par life insurance or Universal life insurance. PERSONAL INVESTMENT STRATEGY: Simply redirect some of your […]

Insurance Business Life and Health Insurance. Proper insurance and building a team of employees is crucial to any business. Business life insurance provides financial security for your business and your family in case of your loss to the business. Business disability insurance protects your business, your family and you when you are unable to work […]