Fiduciary • Independent • Trusted

Wealth withoutCompromise.

Your personal architects for financial freedom. We bridge the gap between comprehensive insurance protection and sophisticated investment growth.

Trusted by Canada's Leading Institutions

MANULIFE
SUN LIFE
CANADA LIFE
RBC INSURANCE
TD INSURANCE
BMO INSURANCE
DESJARDINS
EMPIRE LIFE
IA FINANCIAL GROUP
EQUITABLE LIFE
FORESTERS FINANCIAL
ASSUMPTION LIFE
CANADA PROTECTION PLAN
UV INSURANCE
EDGE BENEFITS
TOUR+MED
TUGO
ALLIANZ GLOBAL
GMS
BLUE CROSS
MANULIFE
SUN LIFE
CANADA LIFE
RBC INSURANCE
TD INSURANCE
BMO INSURANCE
DESJARDINS
EMPIRE LIFE
IA FINANCIAL GROUP
EQUITABLE LIFE
FORESTERS FINANCIAL
ASSUMPTION LIFE
CANADA PROTECTION PLAN
UV INSURANCE
EDGE BENEFITS
TOUR+MED
TUGO
ALLIANZ GLOBAL
GMS
BLUE CROSS
0M+
Assets Under Management
0+
Families Served
0 Years
Combined Experience
0%
Fiduciary Commitment

Where are you in your journey?

Personalized strategies for every stage of wealth building.

Services.

Insurance Solutions

Life, disability, critical illness, and comprehensive coverage tailored to your life stage.

Life Insurance
Disability Coverage
Critical Illness
Travel & Visitor
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Investment Planning

Strategic wealth building through diversified portfolios and tax-advantaged accounts.

RRSP & TFSA
RESP & RDSP
Mutual Funds
Non-Registered
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Financial Advisory

Holistic planning to achieve your most ambitious life goals and lasting financial freedom.

Retirement Planning
Estate Planning
Tax Optimization
Legacy Building
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Wealth Projector

Visualize the power of compound growth.

$10,000
$500
20
6

Projected Future Value

$0
Based on 6% annual compounding
Client Portal

Your Wealth. Organized.

Consolidated reporting and secure document access in one pristine interface.

Bank-Level Encryption

Your data stays protected with industry-grade security.

Paperless Onboarding

Get started in minutes with secure digital signing.

Holistic View

All your accounts, policies, and documents in one place.

Portfolio Overview

Last updated: Today

Total Net Worth

$2,847,350

Recent Documents
2024 Tax Receipt - Insurance
Policy #8821 - Life Insurance
Q4 Investment Statement
Our Approach

Strategic.
Personal.
Proven.

We take the time to understand your unique goals, risk tolerance, and life aspirations before crafting a bespoke strategy.

01

Discovery & Analysis

Comprehensive review of your current financial landscape and continuous optimization of your objectives.

02

Strategy Development

Crafting a tailored roadmap that aligns investment vehicles and insurance moats with your long-term vision.

03

Implementation

Executing the plan with precision, handling all transfers, account openings, and policy underwriting seamlessly.

04

Ongoing Management

Continuous monitoring and rebalancing to adapt to market shifts and your evolving life circumstances.

"ModeMoney transformed our financial future. Their strategic approach gave us clarity and confidence."

Sarah & Michael T.

Surrey, BC

Begin Your Legacy.

The first step to financial sovereignty starts with a conversation. Fill out the form, and an advisor will reach out within 24 hours.

Call Us

+1 (888) 555-0123

Email Us

advisors@modemoney.ca

Mode Money