Investments & Insurance
Warnica Insurance
Warnica Insurance Brokers is an independent insurance brokerage in Ontario, providing a full range of personal insurance (home & property, life, auto) and commercial insurance.
Please inquire and mention you are a Burlington Dad!
CAL Financial Services
CAL Financial Services is a boutique Financial Planning and Insurance Brokerage providing financial advice and services to Burlington and surrounding area residents and businesses.
Free questions and consultation for BD's. Whatever you need, we'll get you sorted!
Peter Ziolkowski – Investment and Insurance Broker
We are a full service Brokerage offering:
Insurance: Life, Critical Illness, Disability, Health & Dental, Guaranteed Issue
Always willing to review and discuss options at no cost or commitment. Wanting everyone to have the best possible option for protection and investment needs, even if you're just looking for a 2nd opinion.
Instant Life Insurance Quotes
not a member
The Tatum Group
The Tatum Group (TTG) offers clients portfolio exposure to real estate without a traditional real estate transaction. TTG balances:
BRRRR (buy, rehab, rent, refinance, repeat)
BZRS (buy, zone to multifamily, rehab, sell)
Flips (buy, rehab, sell)
Long term development
All Burlington Dads are welcome to reach out and talk. We never charge for ideas, opinions and guidance.
Brian Laundry – Insurance & Planning Expert
An Industry Leading Insurance and Planning Expert. Specializing in tax and life insurance planning for business owners.
Corporate Tax & Life Insurance for Business Owners
I'll speak to any BD about their insurance, questions about the financial planning/investment industry or corporate tax planning without cost. Do not hesitate to reach out.
Insurance
Free quotes/ advice! If you have a general insurance question please reach out.
Wealthable.ca – Accounting/Bookkeeping/CFO Advisory, Mergers & Acquisitions, Commercial Funding/Financing, Financial Products/Services
Free initial confidential consultation
Mark McDonald – Sun Life Financial
I help people and businesses protect what’s most important to them, with sensible solutions in the areas of life/health insurance, wealth management and group benefits. To learn more about how I can help in these areas, feel free to contact me any time.