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Georgian Bay Financial

Georgian Bay Financial is a group of 5 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.

Learn more about the different types of Insurance we offer from Mortgage Term Insurance, Critical Illness, Disability Insurance, Universal Life and more.

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.

Our Mission Statement

To create financial peace of mind for our clients by cultivating long term relationships through 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.