We're delighted to provide you with our world-class financial solutions in order to create immediate peace of mind by securing your financial future. We achieve this by structuring a plan to meet your immediate financial planning needs, whilst establishing future asset growth to ensure future life needs. We accomplish this by reducing the risk of unforeseen circumstances that can occur along the way. Ultimately, the plan is for the continuity of your assets and wealth, right into retirement and for the next generation and beyond.
Our mission is to help establish financial security, in order to provide immediate financial peace of mind. We then place a strong emphasis on asset creation, as well as generational wealth. Hence, the pinnacle of any successful financial plan is to establish the financial wellbeing of this and subsequent generations.
Our goal is to reach as many people as we possible can, in order to further our mission, one household and one family at a time.
As an independent brokering agency, we are free to partner with any life insurance company in Canada in order to best match the needs of our clients. Included below is our current engaged list of companies.
Currently Serving
"With Jeff's guidance, we have secured our future families financial needs in the event of loss of life and loss of income with the appropriate amount of insurance. He has also guided us to the type of home mortgage that will save us thousands by paying it off years sooner. We now are setting up our retirement planning with him."
"We began our financial planning with Life Insurance. Jeff helped my family and I understand how to establish the proper amount at the right cost. Having just had our first child, we will next look to set up an education plan for her. We appreciate Jeff's attention to detail and his sincerity with helping us create the best plan to fit our growing needs."
"Jeff designed a family financial program for us that takes care of our immediate insurance needs including, life insurance, disability insurance, critical illness insurance, extended health benefits and the future insurability of our two children that will also cover the cost of their post secondary education. We are now working with Jeff to create a plan for our retirement. The feeling of peace of mind accomplishment is extremely satisfying. His strategies have helped us tremendously."
Contact us to schedule a time to meet. We look forward to helping you ensure your financial protection and financial growth.
Jeff Solomon:
CEO
j.solomon@keyfactorfinancial.com
Melissa Swalehe, LLQP:
Executive Assistant
m.swalehe@keyfactorfinancial.com
Phone
Jeff Solomon:
604-825-7133
Melissa Swalehe:
604-613-7022