1188-1095 West Pender St.
Hours: 09:00 AM - 06:00 PM PST
Proud Canadian Insurance Business A Safer Financial Future Starts Here
Advanced insurance strategies tailored for Canadian business owners, incorporated professionals, and families.
Personalized Solutions
We design unique solutions that reflect your goals, not cookie-cutter plans.
Clarity & Confidence
We simplify complex insurance strategies, so you can make confident decisions.
Trusted Partnership
We focus on long-term relationships, not transactions, to protect your legacy.
About Us
Personalized Insurance Solutions & Investment Strategies
At Safe Horizon Financial, we help incorporated professionals, entrepreneurs, business owners and high-net-worth Canadians secure their future through personalized insurance and investment strategies. Our approach is tailored, trustworthy, and forward-looking.
Integrity
Honest advice that you can trust
Clarity
Insurance strategies made simple
Results
Solutions that deliver long-term value
Our Services
Personalized Solutions for Life, Business, and Wealth
Protect your business, plan for succession, and grow corporate wealth with insurance strategies that turn retained earnings into tax-efficient retirement and growth solutions.
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Protect what matters most with customized life, disability, and critical illness insurance coverage designed to support your family, income, and long-term goals.
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Grow and protect your wealth with insurance-based solutions like segregated funds and Guaranteed Interest Accounts, designed for growth, stability, and peace of mind.
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Why Choose Safe Horizon Financial
Safe Horizon Financial goes beyond basic insurance and uses advanced strategies to protect wealth, reduce taxes, and create sustainable retirement income.
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Corporate-Owned Life Insurance
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Insured Retirement Plan
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Immediate Financing Arrangement
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Executive Health Plan
Our Process
Simple 4 steps to secure your financial future
Discovery
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We begin with a conversation to understand your current situation, financial priorities, and long-term goals.
Analysis
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We review your information carefully to design a tailored insurance plan that aligns with your needs and objectives.
Proposal
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We walk you through a clear and customized strategy, outlining your options so you can make a confident, informed decision.
Implementation
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Once you’re ready, we help with the paperwork and setup, offering continued support as your plan evolves over time.
Find The Right Insurance
We’re here to help you explore insurance options.
No. We’re fully independent and work with multiple top insurers, so our advice is always based on what’s best for you — not any one provider.
No. Our services and consultations are provided to you at no cost. We’re compensated directly by the insurance companies we work with, through commissions or fees when a policy or investment solution is put in place.
That’s a great starting point. We’ll review your existing policies to see if they still meet your needs, and identify any gaps, overlaps, or opportunities to improve your plan.
Never. Our role is to give you clarity and guidance so you can make informed decisions. You’re in control every step of the way.
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