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.

 

NOTE:  Regarding the Coronusvirus (COVID-19), we are able and continue to function at full capacity with all of our investment managers.  Our investment managers are operating with full trading capabilities at this time.  Markets are functioning with minimal interruption to-date and we continue to have full access to world markets.  

Insurance Markets also continue to operate and are taking necessary steps to remain open and to operate at full capacity to serve our clients.

Please monitor this website for continuous updates and the latest on the impact of the COVID-19 at FFI.

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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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 

 

Are you looking for valuable information on investing, financial planning and/or insurance?  Please visit our 'Solutions' Online Magazine which provides information on practical financial planning matters.  This online publication is published quarterly.

 

Would you like more information on our investing, wealth management and insurance offerings or would you like to learn more about us? If so, please review the navigation bar at the top of this page to locate more information within our site. 

 

If you would like to arrange an appointment to meet with us, please do not hesitate to contact us.

 

 

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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.