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Our Approach

Our Approach

"Our vision" includes financial planning designed to not only ensure your financial stability, but to also help you achieve your long-term financial goals.

Our Story

Our Story

Our background of over 20 years of experience in Financial Planning, Insurance Management, Underwriting & Compliance with major Canadian Insurers allows us to utilize a methodology of deciphering our client's problems and implementing a custom tailored strategy that meets their current and future goals and objectives.

Our Partners

In order to provide the best products and advise we work with main Canadian Insurance companies such as :

Our Commitment to You and the Industry

Cardinal Financial is a proud member of Advocis and the Canadian Life and Health Insurance Association (CLHIA). We encourage you to visit Insurance Industry associations to be aware of regulations and your consumer rights.