Protection for Your Life, Health, and Assets

Get Affordable, Customizable Insurance from The Experts At TM Financial
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Mon-Fri: 8:00am-5:00pm
Sat-Sun: closed

Are you endlessly searching for affordable life insurance and financial advice that is perfectly tailored to your needs? At TM Financial, we know that one size does not fit all. Trust our team of financial experts to help you reach your goals, and achieve peace of mind.

Affordable Solutions and Strategies Designed for Your Needs

Your Insurance Checklist

Do you have enough coverage?
Is your policy up for renewal soon?
Are you paying too much?
When was the last time you heard from your agent?
Do you own a business or a corporation?

BOOK AN APPOINTMENT
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Life Insurance

Losing a loved one can be difficult. Life Insurance can offset the stress caused by funeral expenses, and protection from outstanding loans your family may have to bear.

  • No underwriting required
  • 100% death benefit guarantee
  • Bypassing probate (Private)
  • Potential for creditor protection
  • Choice & flexibility

At TM Financial, we make Life Insurance easy. Contact us today to find a policy that protects your family from debt and other underlying expenses.

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Investments

Invest today for an even better tomorrow!

At TM Financial, we are dedicated to helping your money work for you. From Guaranteed Investment Funds to RESP’s, We host a wide range of solutions to help you achieve your investment goals.

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Disability Benefits

Accidents happen! With TM Financial, protect your income with a Disability Plan perfectly tailored to fit your needs. Rest assured that if something happens, you and your family are in good hands.

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Mortgage Insurance

Trust the experts at TM Financial with your Mortgage Insurance—we will handle the complexities and get you the peace of mind you need. We have the best rates, fully underwritten policies, and the ability to select your beneficiary of choice. Schedule your consultation today!

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We do benefits different from the rest.

Group Benefits

At TM Financial, we offer our clients fully flexible, and customized pooled benefits designed specifically for their needs. Say goodbye to the headache of large claims based renewals and discover a kinder renewal rate based on pooled benefits.

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Corporate Insurance

As your business grows, we are here to help you through every twist and turn.

We specialize in:

  • Estate Preservation
  • Tax Sheltered Growth
  • Cash Flow Accessibility
  • Loan protection
  • Key person protection
  • Buy-Sell agreements

Critical Illness Coverage

How much will it cost if you get sick?
We offer many different features from 25 illnesses to standard 4 illnesses, and bundled life insurance policies. We even have plans that offer 100% of your premiums back!

Contact us to find the right coverage for you.

medical insurance

We have everything you need to achieve your financial goals the first time, every time.

Frequently Asked Questions

What insurance company are you affiliated with?
Lots of them! As a licensed insurance broker, I hold contracts with several different insurance providers. This allows me to give you the coverage you need, at the best rates possible.
What provinces are you licensed in?
I hold a license in both Alberta and British Columbia, and I’m happy to work with clients in both provinces!
What information do you need to be able to run a quote?
Just your name, date of birth, and whether or not you smoke. Please also indicate the type and amount of coverage you are looking for, so I can provide you with the best options for your needs!
Do we need to meet in person?
No! I have been conducting virtual consultations with clients across British Columbia and Alberta since 2018. Everything is done online, and documents are signed securely through DocuSign.
Can I get insurance if I have filed for bankruptcy?
Absolutely. At TM Financial & Business Advisory, my primary goal is making sure you’ve got the coverage and support that you need. Get in touch today and book a consultation, and we’ll discuss your options.
Can I get insurance if I have a health issue, or have been previously declined?
Yes. I work with many carriers who specialize in this area. Get in touch with me, and let’s discuss your insurance needs!
Am I able to run my own online quote?
No, but if you’re looking for an insurance quote, I’m here to help! As a licensed insurance broker, I have access to several different carriers to get you the best possible rates.
Why do I need insurance? Isn’t it better to just save money each month?
While I highly encourage saving and investing your money, having insurance coverage is essential to a healthy financial plan. Life insurance will protect your loved ones from financial hardship in the event of your death.

Contact Us

Visit Our Office

Mon-Fri: 8:00am-5:00pm
Sat-Sun: closed

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