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Financial Report

Financial Wellness Bureau

Yours in Health

Helping families live a financially healthy life and achieve financial confidence. 

Plan  
Protect
Invest

How can we help you?

PROTECTION PLANS

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Our Different Types of Insurance Plans such as  Life Insurance, Home and Auto, Health and Dental, Travel Insurance, Disability, Business Insurance, etc.

FINANCIAL ASSESSMENT

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Couple Sitting with Financial Advisor

INVESTMENT & SAVINGS

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Family and Social Worker

DEBT SOLUTIONS

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WHAT'S NEW?

Group of Asian waiting for an interview
Handshake for a deal

Lorraine Martinez
Paris, ON

I have been using Pearl for the past three years for my investment accounts and life insurance.  She is a real advocate for financial wellness. 

I feel more confident and secure now about my financial situation.  

Helping Hand as a Financial Advisor

Sarah Chavez
Brampton, ON

I'm glad I met her.  Otherwise I will still be paying over 400 dollars on life insurance that I was sold to me by a trusted friend as an investment product.  She helped me get out of my bad situation.  She got me a more affordable life insurance with better coverage for 120 dollars and used the money I saved towards my RRSP and son's RESP.     

Statistic on the financial advisor

Peter Chris Reid
Waterloo, ON

Pearl is very knowledgeable and personable.   I had lots of questions about RDSP ansd RESP.  She really took the time to answer my questions and  listened to my goals and needs before coming up with a financial plan.  I appreciate her transparency.  She is easy to talk to and very professional. 

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