Dream. Bigger.
We help professionals, self-employed individuals and business owners plan for the future they envision for themselves and their families.
We're a boutique firm specializing in Insurance, Wealth Management & Business Advisory providing solutions throughout Ontario
We pride ourselves on providing the very best advice and solutions to help clients achieve their goals. Our approach with each and every client is unique. We don't rely on templates to create cookie cutter plans. Instead, we take the time to listen to your story, understand your goals, and leverage industry proven tools along with our decades of experience to help create your personalized solution.
We don't believe that money management is plug and play and that viable plans can be achieved by simply entering numbers into a calculator or software program.
It's the meaning behind the numbers that matters most. In our opinion, this is our biggest differentiator. We go deep to understand what money means to our clients, and we find that our clients appreciate this refreshing approach. Our goal is to help our clients understand what they truly want to achieve, as well as what they want to protect and preserve. We then create a plan and strategy that aligns with achieving that goal.
Bloomfield Wealth Corporation is a licensed agency with the Financial Services Regulatory Authority of Ontario (FSRA). We're dully licensed to conduct business and serve clients all across Ontario.
We've partnered with the strongest financial institutions in Canada
Solutions for Individuals and Families
Our approach to a solid financial security plan takes into consideration your lifestyle needs and wants for today and tomorrow. At Bloomfield, our commitment is to ensure that we explore and present you with all of the best possible options, and then we work with you to make the final decision on what makes the most practical sense for your customized solution.
PRODUCTS
Permanent Life Insurance
Disability Insurance
Critical Illness Insurance
Individual and Family Health & Dental Insurance
Creditor and Mortgage Insurance
Travel Insurance (for Canadians)
Travel Insurance (for International Students)
Annuities
High Interest Savings
Segregated Fund Investments
RRSPs
RESPs
RRSP Loans
RESP Loans
Credit Cards
Mortgages**
BLOOMFIELD BUSINESS SOLUTIONS
Financial advice to ensure your business continues to thrive.
Solutions for Business Owners and Entrepreneurs
As entrepreneurs ourselves we understand first hand what it takes to build a business, and then grow and sustain it. At Bloomfield, our tailored solutions take into consideration the stage your business is at today, as well as where you plan to take it in the future. Our solutions can ensure your business, as well as the people who lead it are protected in the event of the unexpected. This assurance helps you to stay focused on what matters most to you.
SERVICES
Business Advisory & Consultation
Commercial Risk Management Advisory
Corporate Officer/Director Risk Mitigation Advisory
PRODUCTS
(Company Owned) Term Life Insurance
(Company Owned) Permanent Life Insurance
(Company Owned) Disability Insurance
(Company Owned) Critical Illness Insurance
Group Life, Disability, Critical Illness, Health & Dental Insurance Plans
Group Retirement Plans
(Company Owned) Annuities
(Company Owned) Segregated Fund Investments
Business High Interest Savings
Commercial General Liability Insurance*
Commercial Property Insurance*
How important is financial security
to you?
As critical as it is for our daily lives, in our decades of experience we've found that people don't think about their financial security enough, and this is the main reason why.
"People generally don't like
to think about, or talk
about 'what if'..."
We live our lives with a lot of optimism about tomorrow and the future (as we should), but we also have to realistically accept the assumptions that we're making when we think about tomorrow. We assume our assets such as our homes and vehicles will remain in good order, we assume we'll be healthy enough to continue working, we assume we'll be living for the next twenty years in order to save for the futures of our loved ones, and the list can goes on.
A financial security plan not only focuses on having the right savings plan for your desired future, but it also provides peace of mind when it comes to protecting your assets, your income, and your plans for leaving a financial legacy.
Ple
We've got a magazine.
We've just got too much experience, knowledge and expertise to keep it all to ourselves. At Bloomfield Wealth Corporation we're on a mission to become the most helpful financial services company in Canada. That's why we launched Wise Broker Magazine. We cover all topics ranging from personal finance, to business building tips for entrepreneurs.
