Protect what you love.
Plan for what's next.
Independent insurance, retirement, and debt solutions for Canadian families — with one dedicated advisor who stays with you as life changes.
Finance Maxima Ltd. · Independent · Serving Ontario families since 2010
Why FinanceMaxim
Independent advice. One advisor. A plan that grows with you.
We're not tied to one insurer. We compare plans across Canada's leading providers and design a strategy around your family, your goals, and your budget — in plain language.
Independent, whole-of-market advice
We're not tied to one insurer or lender. We compare options across Canada's leading providers to find the right fit for you.
Plans built around you
No templates. Your plan is shaped around your family, your goals, and your budget — in plain language.
One dedicated advisor
You work with one advisor who knows your story and stays with you as life changes — not a call centre.
Ongoing reviews
Your plan evolves with you through annual reviews and check-ins at every life milestone.
10+
Insurance & investment solutions
5
Core service areas
1
Dedicated advisor per family
100%
Plans tailored to you
Our Services
Six ways we help you plan ahead.
Retirement Planning
Turn today's savings into income that lasts a lifetime.
From RRSPs and annuities to a personalized Retirement Income Strategy, we help you retire with confidence — knowing your income is built to last.
- RRSP, TFSA, RESP, RRIF, GICs & segregated funds
- Guaranteed income through annuities
- A retirement income plan you actually understand
Protection
Life, health, and income coverage for every stage of life.
From your first term life policy to critical illness and disability cover, we compare plans across Canada's leading insurers to protect what matters most.
- Term & permanent life insurance
- Critical illness & disability income protection
- Health, dental, and group plans for families and businesses
How We Work
A clear, four-step path to a plan that fits.
01
Discovery
We learn about your family, finances, and goals in a free, no-obligation conversation.
02
Strategy
We compare options across the market and design a plan tailored to your needs.
03
Implement
We handle the paperwork and set up your coverage and accounts end to end.
04
Review
We meet regularly to keep your plan aligned as your life and goals change.
What We Cover
Every plan, built around the way you live.
Protect
Life, critical illness & disability cover.
Grow
Investing & saving for every goal.
Care
Health, dental & group benefits.
Resolve
Debt solutions that rebuild fresh.
In Their Words
Families who feel protected and prepared.
“FinanceMaxim made life insurance simple and affordable. Our advisor explained every option in plain language — we finally feel protected.”
Sarah & David T.
Markham, ON
“They helped us build a retirement income plan we actually understand. Professional, patient, and genuinely caring through every step.”
Maryam K.
Richmond Hill, ON
Get started today
Let's build a plan that protects what matters most.
Every relationship begins with a free, no-obligation conversation. Tell us about your family and your goals — we'll do the rest.