• Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
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We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

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Understanding Registered Education Savings Plans (RESPs) in Canada

Dive into the details of Registered Education Savings Plans (RESPs)! This guide covers how RESPs work, eligibility criteria, benefits, and government grants such as the Canada Education Savings Grant. Learn how to open an RESP and safeguard your child's educational future.

Do you have enough for retirement?

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now's the best time to consider the three critical stages of retirement planning. 1) Accumulation 2) Pre-retirement 3) Retirement

Understanding Tax-Free Savings Accounts (TFSAs)

A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you're saving for a new home, planning for retirement, or investing in your children's education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for many Canadians. Remember, the sooner you start, the more time your investments have to grow tax-free. Every dollar counts when you're planning for the future, and a TFSA can help you make the most of your savings. Don't wait until tomorrow to start planning for your future. Contact us today to begin your journey to financial security today.
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