Your Business
Your Family
Your Retirement
Questions like "How much life insurance do I need" or "How much money do I need to save for retirement" can be answered by one of our financial security advisors or you can begin exploring within our Tools & Links section.
Learn more about the different types of insurance we offer from mortgage life Insurance, critical illness insurance, disability insurance, universal life insurance and more.
Georgian Bay Financial is a group of five like minded financial professionals, and our support partners, focusing on our Mission Statement for the good of our clients.
Geographically we focus primarily on Toronto, Simcoe County, Georgian Bay and Muskoka areas.
To help create financial security for our clients by cultivating long term relationships through financial security planning based advice and trust.
Our financial planning worksheets include a family budget, net worth statement and an income needs analysis. All are free to download. Questions & comments can be sent directly to our team using the form on this page or our contact page.
Georgian Bay Financial represents Freedom 55 Financial, a division of London Life Insurance Company.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. used with permission by London Life Insurance Company.
Georgian Bay Financial Inc. | 118 Mississaga St. W., Orillia, On L3V 3B1 | 705-329-4858 and 705-326-5913
Serving the areas of Muskoka and Georgian Bay including Parry Sound, Orillia, Huntsville and Bracebridge
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