ensure your business thrives in a world full of opportunity but also full of risk

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minimize your taxes & make that extra money work for YOUR future.

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protect your family, your financial goals, and the personal assets your family has accumulated

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MAKING A DIFFERENCE IN PEOPLE’S LIVES

Your hopes, Your wishes and dreams are our focus!

WE HELP HIGH NET WORTH PEOPLE & BUSINESS OWNERS
MAKE THEIR MONEY WORK FOR THEM IN 2 OR 3 DIFFERENT WAYS AT THE SAME TIME.

Create the life you want. Meet your financial goals sooner and more easily.

The Delsan Group delivers financial guidance and solutions you can count on.

When we truly understand, we can help with personalized strategies and products that achieve your unique goals.

Let us help you get from where you are today to where you want to be tomorrow.
process

OUR SERVICES

CLARIFY. CRYSTALLIZE. CREATE.

There’s no room for ambiguity in financial strategies, clear communication and careful planning pave the way for harmony in life and in business

Our process is designed to:
  • Better understand what financial security means to you by reviewing your current situation and defining goals.
  • Identify and discuss any roadblocks to achieving your goals and analyze your situation.
  • Identify any gaps and build a plan to help you achieve your short and long-term goals.
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs.

OUR PRODUCTS

FOR YOUR BUSINESS

  • Tax Reduction Strategies
  • Succession Planning
  • Shareholders Protection
  • Buy/Sell Agreement Funding
  • Key Person Insurance
  • Life Insurance
  • Commercial Property
  • Liability Insurance

FOR YOUR FAMILY

  • Estate Planning
  • Retirement Planning
  • Life Insurance
  • Whole Life Insurance
  • Term Insurance
  • Annuities & GIC
  • Long Term Care
  • Critical Illness Insurance

Our expertise includes tax saving strategies and structures for business owners, high net worth individuals and families, financial security, retirement planning, estate tax planning, family harmony & succession planning and different life insurance solutions for business and personal use.

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Contact us to learn more about financial services & products

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Contact us for a FREE life insurance quote

As an insurance broker we are able to provide you with life insurance quotes from

most insurance companies in Canada to ensure you receive the best rates.