Location

Looking for financial advisors in Ontario that you can trust to help you through the often-complex world of finances and individual or business insurance? We can be that trusted friend and professional for you.

Serving Georgetown & Surrounding Areas With Their Finance & Insurance Needs

Trying to find the right insurance for your specific needs yourself can be very hard. Acquiring professional assistance from our team can help reduce the stress you’re feeling and make the process much easier. We understand all the advantages and disadvantages of each insurance product and have what it takes to connect you with the right solution for yourself, your family, your home, your business or your employees. We can gladly help you set up a consultation over the phone or in-person with one of our advisors who work diligently to ensure you’re 100% satisfied with your new financial situation. We treat our clients like family because we understand what it means, and what it takes, to protect your assets. Our office is located in the small town of Georgetown, Ontario on Janet Court, but we gladly serve surrounding areas as well. See if your area is in our service area below!

Don’t See Us Listed For Your Area?

While we mainly focus on assisting clients in these areas, we’ve helped individuals and business professionals all over Ontario. Let us know where you’re located and we’ll see how we can assist you.
  • Georgetown
  • Halton
  • Burlington
  • Milton
  • Markham / Vaughan

CONTACT US

Ready to learn more about the types of insurance we can secure for you while adhering to your budget? Then consult with one of our advisors today.

Products and services

No matter your specific needs, we’ll help you invest your dollars into smart choices that will leave you feeling comfortable and confident in your financial situation. All in all, our team of experienced, professional and honest advisors go above and beyond for their clients and truly look forward to getting to know you and what your goals are.

Insurance Plans for Families & Individuals

Insurance

We have access to a broad range of insurance plans, investment products and retirement income solutions.. If you’re ever unsure about which short or long-term solution is right for you, we’re here to help you decide and make an informed decision. Better yet, we’re here for you throughout the entire duration of your insurance policy so you’re never left in the dark or without professional and honest advice.

investments

Do you understand all the benefits associated with mutual funds? Do you know how death benefits and maturity guarantees work? Have you purchased a new home or have a mortgage renewal approaching? Then why not let our team help you make smart moves while keeping your best interests in mind? We’ve helped hundreds of clients make critical decisions while creating a stress-free environment for them. You could be next.

Insurance Plans for Businesses

After pouring your heart and soul into your business, don’t you think you deserve to keep you and your assets protected at all costs? Whether you’re looking into individual or group benefits, we have access to a variety of different products that address your specific requests.

Insurance

You deserve success. If you or your partner unexpectedly pass away, it’s crucial you keep your business operating while still being able to cover certain expenses like loans and other debts. It’s also crucial to address your employees’ needs too with reliable disability insurance or critical illness insurance.

Group Insurance Products

Keep your employees intrigued by your business and make them feel safe and secure with benefits that assist with things like dental, healthcare, wellness, travel, life insurance, and more.

You Have A Lot To Protect. Let’s Protect It Today.

You have a lot on the line. That’s why we make our resources and services easily accessible. Whether you’re looking into a stress-free retirement, a mortgage loan, or helpful articles about making smart investments or understanding risks, visit our resource and blog pages. We always keep our pages up to date so you always have the help you need when you need it. Plus, we’re always here for you too. We’re only a call away.

About Our Team

Welcome to NorthShore Financial & Insurance Services Ltd., where we help clients make important and well-informed decisions regarding their finances and insurance needs. We tailor our services to meet every clients’ specific goals so, at the end of the day, they’re provided with financial independence.
Do you have a lot of questions? That’s okay. Our clients respect the fact that we take the time to educate them through the process of arranging their financial affairs so they fully understand the choices they have to make, or should make in the future. After all, quality financial decisions are made after our clients have been informed of options they didn’t even know they had. We believe that honesty, reasonable expectations and trusting, lifelong relationships are the keys to achieving your goals.

CONNECT WITH US

Either give us a call or fill out a form to get started, and we’ll get back to you in a timely manner.