Start Consulting Process
Are you unclear about your finances and insurance options?
Who We Work With?
At Safe Pacific we take pride in learning about you, through our Collaborative Discovery Process.
During this meeting we take you through an interview process which asks you key questions about your specific needs. This in turn allows us to suggest products and packages suited to what's best for your goals.
You will discover and learn about the following during our consultation:
- The importance of an emergency fund.
- RRSP and TFSA benefits and which one is right for you.
- Discussing your goals in the next 1-3 years
- Answering any concerns you may have.
- Uncover your relationship with money.
- How to protect your family in the case of illness or health complications.
- Strategies available to plan for retirement through specific insurance policies.
- Feel good knowing you having a clear direction for your finances.
We even enjoy asking specific business planning questions. We are well connected and if there's any way we can help you with your business or profession we will gladly do so.
About Safe Pacific Financial Inc.
We pride ourselves in helping Canadian families, business owners and professionals harness the power of life insurance as a financial tool. Tailoring plans around your goals, circumstances and budget, we offer full-service advice and planning for your Life Insurance, Disability Insurance, Critical Illness Insurance, Mortgage Insurance, Travel Insurance, Extended Health and Group Benefits, Retirement Planning, RRSP, TFSA and RESP needs. Our cross-country network of professionals including the top Canadian insurance and investment companies allows us to work with clients across Canada.