Plan for Tomorrow.
Live for Today.

We focus on what it is you value the most and work with you to protect yourself and your family.

Start Planning
We provide strategies to help you achieve what is most important to you.

Live for Today

Benefit from having access to vital health care experts, services and coverage when you need it most.

Health Management

Plan for Tomorrow

Achieve short, medium and long term income objectives by effectively managing your registered and non-registered assets.

Wealth Management

Prepare for the Unexpected

Live with confidence knowing that you are protected by minimizing financial risks in the event of death, disability or critical illness.

Risk Management

Not Sure Where to Start?

Let us help you clarify your goals and develop your plan so you can fund your portfolio to create long term financial security.

Contact Us

What our Clients are Saying

Prior to working with Synergy Financial Group, we always felt that our approach to our financial situation was somewhat scattered. Now with a solid plan in place and regular reviews, my wife and I have peace of mind that our financial plan is being handled with care and attention over the short, medium and long term.

— Matthew V.

Synergy Financial Group has supplied me and my companies with advice on our life insurance requirements since 1995. I have always found that Synergy works hard to deliver consistent service in a timely manner.

— Dave L.

Synergy Financial Group has helped us recognize the importance of a solid financial security plan. I can say that Synergy Financial Group genuinely cares about their clients. They take the time to analyze the situation and make sound recommendations that I believe provide real value. My wife and I look forward in working with Synergy Financial Group in the years ahead to ensure our financial security and goals are achieved.

— Howard S.

Being forward-thinking in their approach to financial security planning and in working for their clients, Synergy is able to discuss the many facets of financial security planning.

— Brenda S.