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    viresh@blueumbrellafinancial.ca

    Mon - Fri: 09:30 AM - 06:30 PM , Sat - Sun: 12:00 PM - 04:00 PM

    Secure Your Loved One’s Financial Future

    Guiding you to a future of hnancial security

    Guiding You To a Future of Financial Security!

    Over the years, I’ve built a reputation for being reliable, trustworthy, and deeply knowledgeable about the financial landscape. I specialize not only ininsurance and investment options but also in tax planning and estate planning. I believe in a customer-centric approach, where every client, be it an individual or a corporate entity, is unique and deserves personalized service.
    I don’t just offer advice; I offer a partnership. I work with you, understand your needs, and guide you towards the best financial solutions. Whether you’replanning for your child’s education, securing your retirement, safeguarding your family’s future, strategizing your tax planning, or organizing your estate planning, I’m here to help.
    With me, you’re not just investing in your future; you’re investing in peace of mind. So why wait? Let’s take the first step towards a secure and prosperous future together. Contact me today and let’s start building your financial security.

    25 +

    Years
    Experience

    Our Area Of Expertise!

    We develop the relationships that underpin the next phase in your financial growth & we don’t just manage your finances; we cultivate the relationships and strategies that underpin your continued growth. Partner with us to experience a financial planning process that is as dynamic and forward-thinking as you are.

    Travel Insurance

    Travel insurance is a coverage plan that provides financial security to the policy holder against any risks and financial damages, while they are traveling.

    SUPER VISA INSURANCE

    Super Visa insurance is essential for long-term family visits under a Super Visa, ensuring compliance with visa requirements.

    Life Insurance

    As a premier insurance brokerage company in Ontario, we offer a comprehensive range of life insurance services.

    Investments

    Along with a wide range of insurance services, we at Blue Umbrella Financial Services also offer various secure and flexible investment options.

    Income Replacement Insurance

    Life is unpredictable, and while we hope for the best, it’s wise to prepare for unforeseen events that could disrupt our income.

    Seeking comprehensive
    insurance solutions?

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    Planning & Analysis

    This stage involves identifying the needs and requirements for yourself.

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    Selection of Coverage

    Based on your assessment, select the right insurance coverage.

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    Review Policy Details

    Carefully review the policy details, terms & conditions of the plan.

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    Secure Yourself

    Complete the process & make the necessary payments to initiate coverage.

    What our customers are talking about?

    100% of customers recommend us! The Best Canadian Insurance Advisor!

    ALL REVIEWS POST A REVIEW

    Fill your life with security and joy







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