Wholelife Financial Services

311-1550 South Gateway Rd, Mississauga, ON L4W 5G6
416-998-5656

WHAT DO I DO? I provide INVESTMENT, INSURANCE and FINANCIAL PLANNING services that people need. As a financial professional I help my clients PROTECT against what can go wrong in order to acquire the luxury of investing for what can go right. HOW DO I HELP PEOPLE? - GAIN AN UNDERSTANDING OF YOUR current financial situation, your short-term, intermediate, and long-term goals and objectives. - EDUCATE individuals on financial concepts, implement financial strategies in an effort to achieve YOUR goals and objectives HOW DO I HELP SMALL/MEDIUM SIZED BUSINESS OWNERS?-Evaluate corporate structure, ownership and survivorship rights-Determine inefficiencies or matters to address i.e., 'buy sell' agreement-Review/implement executive and employee benefits-Ensure proper succession planning is in place MY AREAS OF EXPERTISE: Retirement Planning, Financial Planning, Investment Services, Taxes, Health Insurance, Employee Benefits, Estate Planning, Succession Plans and much more

Wholelife Financial Services - 311-1550 South Gateway Rd, Mississauga, ON

Situated at 311-1550 South Gateway Rd in Mississauga, Wholelife Financial Services is an enterprise within the insurance companies section of Canpages.ca online directory.

Feel free to call 416-998-5656 to do business with Wholelife Financial Services that is near your area.

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Opening Hours

Please call 416-998-5656 for opening hours.

Specialities

  • Estate Planning
  • Retirement Planning
  • Risk Managament
  • Education Planning
  • Tax Planning
  • Investment Planning

Products and Services

  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Visitors & Travel Insurance
  • Super Visa Medical Insurance
  • RRSPs
  • TFSAs
  • RESPs
  • Whole Life Insurance
  • Mortgage Insurance
  • Participating Life Insurance
  • Key Person Insurance
  • Group Health & Dental Plans
  • Individual Health & Dental Plans

Languages Spoken

  • English
  • Hindi
  • Punjabi