What We Do

Our Services.

Insurance

Consultation & Planning

Insurance is an essential part of everyone’s personal and business life. A well thought out insurance plan takes time upfront to organize, but certainly can prove to be time well spent in the long run should an unforeseen occurrence happen.

Our insurance professionals have extensive experience helping clients mitigate their risks in the most cost effective manner. Our approach is not to “sell” products to our clients, but instead to present solutions.

Every personalized consultation session with a Bloomfield Advisor is designed to include a series of “what if” questions that helps clients understand what there options are in order to ensure that the unexpected will not have an impact on acheiving future goals.

Investment

Consultation & Planning

Our investment advice for your personal and business life takes into consideration your future goals and cashflow needs, and can work in collaboration with other investments that you may have. We believe that diversifcation is key in order to not over expose yourself when it comes to investing.

Insurance & Investment

Product Offering

  • Life Insurance (Term, Permanent, Universal)

  • Disability Insurance

  • Critical Illness Insurance

  • Health Insurance & Group Benefits

  • Travel Insurance

  • Segregated Funds

  • RRSPs, RESPs, TFSAs, and Annuities

  • Commercial General Liability Insurance

  • Professional Liability Insurance / Errors & Ommissions

Specialized
Business Advisory
Services

We provide sound business advice, coming from business professionals. Our clients come from various sectors and from all stages in the business cycle – including start-up, high-growth mode, established, and succession. Our consultations include planning, coaching, and business development. Consultations are tailored to the needs of each business.

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