Services

I offer a range of services designed
to help you achieve your financial goals

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Protect what matters most with customized insurance plans, including life, health, and disability coverage.

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Grow your wealth with personalized investment strategies that align with your long-term financial goals.

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Secure your future with retirement plans tailored to your lifestyle and financial needs.

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Navigate life in Canada with expert guidance on building wealth, securing your future, and accessing essential services.

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Explore with confidence—travel insurance protects you from unexpected emergencies while you’re away from home.

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Explore with confidence—travel insurance protects you from unexpected emergencies while you’re away from home.

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Take control of your finances with personalized debt solutions that reduce stress and put you back on track.

Settle in Canada with Confidence

Building a new life in Canada is a significant endeavor that requires careful planning. As an immigrant myself, I understand the unique challenges you face. I am here to help you secure a financial future that benefits you and your loved ones.

Travel Insurance: Protection Wherever You Go

Affordable coverage to meet temporary needs. Protects your loved ones during periods of greater financial responsibility.

Ideal For
  • Those with dependent children and a tight budget

  • Those needing to cover short- and medium-term loans

Registered Retirement Savings Plan (RRSP)

 Lifetime coverage that protects your family and legacy.

Ideal For
  • Lifetime coverage that protects your family and legacy.

  • Those who seek lifelong coverage, regardless of health changes

  • Business owners ensuring continuity

Investment and Savings plans

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

Segregated Funds

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

Guaranteed Interest Account

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

High Interest Savings Account

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

Investment Options

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

Tax-Free Savings Account (TFSA)

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

First Home Savings Account (FHSA)

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

Non-Registered Savings Plan

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

Health and Disability Insurance

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

Disability and Income Insurance

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

Critical Illness Insurance

Permanent coverage that contributes to the growth of your estate and offers access to potential dividends.

Ideal For
  • Those who want to leave a larger estate and benefit from retirement liquidity

  • Parents or grandparents wanting to build a financial foundation for the next generation

  • Business owners seeking growth-generating life insurance

Accident Insurance

A combination of permanent coverage and savings, with certain tax benefits.

Ideal For
  • Those wishing to leave a significant inheritance

  • Individuals who have maximized their RRSP and TFSA contributions

  • Those looking to protect and grow the value of their company

Why Financewithyomi?

Why should I hire a financial advisor?

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Share your situation, goals, and needs, and I’ll connect you with personalized guidance to help you pursue true wealth.