facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

You CAN Prepare for the Unexpected.

Summit Financial can guide you along the right path.

Contact us to get started today

Effective financial planning is more than just planning for your money - it’s planning for your life.

Our goal is to work with our clients for the long term, not simply to assist them with their original purchase. Our commitment is to provide ongoing advice and consultation to ensure your insurance and investment portfolios evolve as your unique needs change.

We can help you with any of the following:

Tax Planning

When to use a TFSA vs. RRSP?

Net Worth planning and tracking

What is your Net Worth? How can you make it grow?

Investment Planning

What options do I have?

Estate Planning

Will my assets transfer smoothly? Is my Family looked after?

Retirement Income Planning

Do you have enough to retire? How much do you need?

Everyday Financial Advice

What are my work benefits? I need help budgeting?

Learn More

Meet our Advisors

Our independent, personable, tenured and well-educated advisors that you can trust to help you make informed and confident decisions for your financial future.

Meet our advisors

See our Solutions

We provide quality advise and expertise to individuals, families and businesses through a wide range of investment and insurance products and services.

Lean more about our services

Your Resources

Whether you are wanting to purchase Insurance Plans online, get quotes on Travel Insurance or try out financial calculators, our client resource page is the portal to all your financial needs.

Check out our client resources

We are proud of the fact that our success is dependent on the success of our clients, who come from a wide range of professions, including business owners, retirees, professionals and families.  

We believe this success comes from earning our client's trust and confidence.

Contact us today to learn more

Our Latest Blogs & Insights

Loading Posts...

It doesn’t matter how wealthy or smart we are, we’ve all been surprised by things that happen in our lives. New products and tax rules can be very confusing and they are constantly changing.

If you have knowledge…or at least know where to find it, you will be able to deal with many of life’s surprises.  You will feel more confident knowing that you are doing the best you can with what you have…and that makes for a less stressful life.

Summit Financial can help ease the stress and provide you trusted, professional guidance so you can stop worrying - and start enjoying life.