Kapil Financial
offers professional investment advice with a personal focus and a detailed approach.

 

 

 
 

HOW CAN WE HElp?

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The Team

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ABOUT US

At Kapil Financial we take pride in providing top quality, professional investment advice with a very personal focus. We like to say it is our job to “help people to achieve their financial goals for themselves and for their families in a timely and cost-efficient manner.”

We work with High Net Worth Individuals, Professionals and Corporations to develop solutions unique to their needs.

We are small enough to give personal service to every client, but large enough to do it very well. As a Life Insurance Broker we deal with all major Life Insurance Companies to be able to give you competitive rates for your everyday insurance needs.

 
 

EXPERIENCE

For the past thirty years, we have been helping people meet and surpass their financial goals.  We offer 5 decades of combined experience strategically planning for and guiding our clients. We have a thorough understanding of the essentials of providing holistic financial advice and know what it takes to champion a client’s needs.

 
 

What makes us different

We work with you to build a comprehensive strategic plan highlighting your objectives and needs.

We like to meet every six months to review your progress toward accomplishing your objectives. We might ask you to come in sooner if major changes occur in the world or local economy that might affect your portfolio.

Whether you’re planning your estate or making your first RRSP contribution, we can help you.