Fralick Financial & Insurance Inc. is an independently owned and operated wealth management brokerage offering Canadians financial planning and risk management solutions. We specialize in providing financial planning and insurance solutions for business owners and professionals.
Financial Planning
We offer comprehensive financial planning including; retirement planning, taxation strategies and investment solutions.
Insurance / Risk Management
We offer life insurance, disability insurance, accident, sickness & critical illness insurance to families, individuals and to corporations.
Estate Planning
We offer estate planning and we work with a team of experienced estate lawyers and accountants to provide estate and tax planning advice.
We offer Business Owners & Professionals the following:
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Corporate life insurance
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Disability or critical illness insurance
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Insurance to fund a partnership agreement
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Protection for key owners & employees
- Are you looking to:
- Establish a financial or retirement plan?
- Invest and safeguard your cash or retained earnings within your business?
Learn more
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Are you looking to provide your employees with:
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Group benefits insurance offering; drug, health, dental and/or disability coverage?
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Group Retirement Plan Solutions?
We can help
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Require assistance with:
- Estate planning or succession planning within your business?
Learn more
- Estate planning or succession planning within your business?
We offer Families & Individuals the following solutions:
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financial planning
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retirement planning
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wealth management
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life insurance
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disability & critical illness insurance
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health & travel insurance
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estate & tax planning
What is the Value of Financial Advice?
Do you wonder if working with a financial advisor can help you?
Check out this video showing the Value of Advice
Want more information on our insurance and wealth management offerings or want to learn more about us, please go to the navigation bar at the top of this page to locate more information.
If you would like to arrange an appointment to meet with us, please do not hesitate to contact us.
Looking for valuable financial information on investing, planning and/or insurance? Please visit our Solutions Online Magazine for practical financial planning matters. This online publication is published quarterly.
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