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Your Financial Success is our Goal

We believe that financial success can be reached faster by looking at your complete financial picture. We offer step by step help to improve your financial situation and reach your financial goals, with a holistic financial approach to create a personal strategy for insurance, investment, and mortgage that protects your family.

At Investsure, we have a professional team with an innovative approach and we work with leading financial institutions to offer you the best terms available. We offer personalized financial planning for any income level to help you reach any financial goal within a specific time frame, with strategies to save on taxes and increase cash flow. Credit history consultations to optimize mortgage or loan financing is also available, as well as insurance planning and needs analysis.

Whether you need help with investments or debt, we offer advice on every component of the investment portfolio, diversifying funds and making recommendations for the most effective structure for you, including an analysis of any existing accounts, or personalized steps to improve credit history, as well as Creditor protection in case of bankruptcy.

One of the biggest investments many people make is their home, and Investsure is there throughout the mortgage process with access to more than 50 lenders, including down payment review for each situation, mortgage pre-approval, estimated closing costs, and rate guarantees, even for houses built in the future.

During the audit of your financial situation, we ensure your income is maximizing its potential - not only paying your debts faster, saving for your kids' education and your retirement, but also protecting your family from misfortune. We always offer the lowest possible rates for mortgages, the best available return for investments, and expertly recommended life/disability/health/critical illness insurance.

To find out more, or to get a second opinion, even if you already have a financial planner, please contact us at 204-299-1277 or info@investsure.ca

Proper financial planning now provides financial success in the future.

We offer step by step help to improve your financial situation and reach your financial goals including:

• Personalized planning for any level of income.
• Investment planning to reach fiancial goal within specified time frame, including strategies to save on taxes and increase cashflow.
• Credit history consultations to optimize mortgage or loan financing.
• Holistic financial approach to create a personal strategy for insurance, investment, and mortgage that protects your family.

• Access to more than 50 lenders to obtain the best rates and financial conditions, such as bridge financing, private mortgages or home equity line of credit.
• Best rates fro renewal or refinancing.
• CRA approved steps to make interest on mortgage tax deductable
• Manulife ALL in One accounts
• Personalized steps to improve credit history
• Help through the mortgage process, including down payment review for each situation, mortgage pre-approval, estimated closing costs, and rate guarantees, even for houses built in the future

• Advice on each component of investments portfolios, with recommendations of most effective investment structure
• Analysis of existing accounts and investments
• Diversification of funds to achieve highest growth within risk profile
• Home equity loans to supplement cash flow
• Investment startegies to make your mortgage interest tax deductable
• Investment tax startegies to lower taxes and increase returns
• RRSP, segregated pension plans, Group RRSP, RESP, TFSA, non-registered investment available, as well as private lending options
• Real Estate and Commercial Mortgage Funds
• ETF - Exchange Traded Funds
• Segregated Funds

• Insurances planning and needs analysis
• Mortgage insurance solutions
• Permanent insurance options, including whole life, participating whole life, universal whole life, hybrid
• Variety of insurance options, including term, critical, disability, children, travel, visitor, and super visa
• Individual and group benifits
• Hospital insurance
• Tax effective insurance fee estate and wealth transition planning
• Creditor protection in case of bankruptcy