insurance.
banking.
investments.
advisory services.
Committed to helping families
across Ontario protect their assets
and plan for the future.
WHAT PEOPLE SAY
“Testimonials work great. Showing your reviews in quote marks has a powerful effect on customers and makes them more likely to trust you.”
— Name, Title
Life Insurance
We have life insurance solutions that can ensure the future you're planning and working so hard for is secure.
The most cost-effective insurance solution to protect your temporary and short-term financial needs. For example, a mortgage or children's education costs.
TERM LIFE
PERMANENT LIFE
The best way to ensure your permanent or fixed financial needs are taken care of. For example, an inheritance or charitable donation.
PERMANENT LIFE
UNIVERSAL LIFE
If you're interested in taking advantage of investments while having your permanent insurance needs covered.
Lifestyle Protection
We have solutions that can help manage the financial impact that an unexpected change in your health.
CRITICAL ILLNESS
A critical illness policy can help manage the financial impact that comes with being diagnosed unexpectedly.
The right disability coverage can provide you with financial security in the event of an illness or injury that could prevent your from working.
DISABILITY
HEALTH & DENTAL
In addition to helping to be prepared in the event of a medical emergency, these plans can also assist with routine healthcare needs such as dental appointments.
TRAVEL
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
LONG-TERM CARE
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
CREDIT PROTECTION
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
Banking & Investments
We pride ourselves on making recommendations that we consider to be some of the best the market has to offer.
MORTGAGES & LOANS
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
INVESTMENTS
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
ANNUITIES
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
RRSPS
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
RESPS
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
TAX FREE SAVINGS
The most cost-effective insurance solution to protect your temporary and short-term financial needs.
WE'RE A FULL SERVICE BROKERAGE
We're not a bank. We're not an insurance company. We're a brokerage that's committed to providing our clients with customized solutions.
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Insurance is an essential part of everyone's personal and business life. A well thought out insurance plan takes time upfront to organize, but certainly can prove to be time well spent in the long run should an unforeseen occurrence happen.
Our insurance professionals have extensive experience helping clients mitigate their risks in the most cost effective manner. Our approach is not to "sell" products to our clients, but instead to present solutions enabling clients to make well informed decisions on their own.
Every personalized consultation session with a Bloomfield Advisor is designed to include a series of "what if" questions that helps clients understand what their options are in order to ensure that the unexpected will not have an impact on acheiving future goals.