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