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 solutions:

  • Corporate life insurance

  • Disability or critical illness insurance 

  • Insurance to fund a partnership agreement

  • 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

       
  • Are you looking to provide your employees with: 

    • Group benefits insurance offering; drug, health, dental and/or disability coverage?

    • Group Retirement Plan Solutions? 
      We can help
       

  • ​​Require assistance with:

    • Estate planning or succession planning within your business?
      Learn more


We offer Families & Individuals the following solutions:

  • financial planning

  • retirement planning

  • wealth management 

  • life insurance

  • disability & critical illness insurance

  • health & travel insurance 

  • estate & tax planning

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© Fralick Financial and Insurance Inc. is an incorporated financial services and insurance brokerage operating in Canada. Copyright 2009 Fralick Financial and Insurance Inc. All rights reserved.