Making the Most of Your Financial Situation and the Future.
A DIFFERENT APPROACH
We are here to provide valuable insight on how to protect you and your loved ones. We understand life does not always go as planned but it does go on; and we are right there every step of the way; giving you the assurance of a safety net.
Explore your options with our expert advice knowing everything you value will be well taken care of.
Rethink Financial and Insurance Services provides a broad range of financial insurance and investment products issued by Canadian insurance companies.
A TRUSTED ADVISOR
We provide insurance services as well as investment planning expertise. With over 20 years in the Financial Services industry we have a wealth of experience to draw on to best provide recommendations to clients.
- LIFE & HEALTH INSURANCE
- GROUP BENEFITS CONSULTING
- INVESTMENT/ RETIREMENT PLANNING
- BUSINESS CONSULTING
Services
Portfolio Makeover
Whether you need to have some serious work done on your Investment and Risk Protection Portfolio or just some minor changes to create a better outcome we can help.
Group Benefits
We can help create the environment that rewards staff and helps attract great talent to your business. If it is cost containment solutions you require we are able to help with that as well.
Retirement Planning
Whether you are already retired; nearing retirement or retirement is a ways away we can provide solutions to provide optimal outcomes for your portfolio and longevity of income.
Principled Stewardship
We create financial plans based upon our clients needs and expectations while remaining grounded in sound principles and rational estimates; then work to implement to create maximum benefit for our client.
About Our Company
Determined to create something better, our company was formed to help individuals as well as small businesses reach their financial potential through risk protection and sound investment strategies.
The Rethink moniker was set to symbolize our organization’s core value of ” Kaizen” . The Japanese principal of “Kaizen” means continuous improvement.
The Spirit of Kaizen (continuous improvement) is how we approach all aspects of our business.
The Kaizen methodology is used to assess current financial portfolios as well as those previously implemented. We believe that our financial security planning must from time to time be re-evaluated as Life and World events occur.
Let us help you improve your financial and security position.