Know Your Options and Choose The Right Ones.
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Our Area Of Expertise
We develop the relationships that underpin the next phase in your financial growth.
Blue Umbrella Financial Services is an independent insurance brokerage that provides individual and corporate clients with a variety of medical, dental and group policies to meet their current and future needs. As a full service brokerage, Blue Umbrella Financial Services works with clients to tailor a policy for all of their risk management needs including Life insurance, Critical Illness, Disability, and Long Term Care Insurance. Blue Umbrella also provides financial services for retirement planning and educational savings.
Insurance broker servicing individual and corporate markets of Scarborough, Ontario. The focus of his practice is to understand the needs of individuals and companies and to provide them with customized solutions.
Experience the peace of mind with insurance personalized for you.
Real People, Real Experiences
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Frequently Asked Questions
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Blue Umbrella Financial Services offers a comprehensive range of insurance solutions, including medical, dental, life, critical illness, disability, and long-term care insurance. We also provide tailored group insurance policies for corporate clients.
Yes, we offer specialized services in retirement planning, helping individuals to plan and secure their financial future. Our experts work closely with you to create a retirement plan that meets your long-term financial goals.
Our approach involves a detailed understanding of our clients' unique needs and circumstances. We then tailor our insurance and financial solutions to align perfectly with those needs, ensuring personalized and effective coverage.
Our commitment to a personalized approach sets us apart. We not only offer a wide range of insurance and financial services but also ensure that our clients receive reliable consultation and expert advice. Our skilled professionals are dedicated to guiding you through your investment decisions with insight and integrity.
Getting started is simple. Contact us through our website or give us a call to schedule a consultation. One of our skilled agents will be happy to discuss your needs and explore how we can assist you in securing your financial future.
We typically offer an initial consultation at no charge to understand your needs and demonstrate how we can help. Please contact us for more details on our consultation process and any fees that may apply for comprehensive planning services.
Yes, we offer financial planning services tailored for educational purposes, helping clients plan and save for future educational expenses. Whether it's for you or your dependents, we can help you prepare financially for education goals.
Our team is composed of highly skilled and professional agents with extensive experience in insurance and financial services. Their expertise ensures that you receive knowledgeable advice and exceptional service tailored to your needs.
Get Access to a Complete Range Of Insurance Services under One Roof
- Investing in insurance policies is essential for protecting your life, your family, your assets and staying prepared for any unexpected emergencies. However, what matters the most is choosing the right insurance plan that will work for you.
- We are a team of educated, qualified, and experienced insurance brokers dedicated to offering the best and most reliable financial services at affordable prices.
- Choose the right insurance plans with our support
Seeking comprehensive insurance solutions?
Contact us today!
Income Replacement
Let us help you get your next paycheck if you are unable to work due to illness or injury for at least 30 days.
Medical & Dental
We also offer comprehensive medical and dental insurance services to our clients seeking reliable health coverage solutions.