Insurance and Investment Advisor

One stop for all your Financial needs

Licensed Insurance and Investment Advisor

Seeking financial guidance? Look no further! Sidra brings a wealth of knowledge and expertise to your doorstep.

Personalized Guidance: Tailored strategies for your unique financial goals.
Extensive Knowledge: Deep understanding of insurance and investment products.
Effective Communication: Clear explanations to ensure you grasp your options.
Client Education: Empowering you with insights to make informed decisions.
Proven Track Record: A history of assisting clients in securing their financial future.

Ready to embark on a journey to financial wellness? Let Sidra Ali be your guide!

Our Services

We provide Superior Financial Services

Investments

Investments encompass strategic allocation of funds to diverse assets such as stocks, bonds, real estate, and mutual funds, aiming for capital appreciation or income generation. Risks and returns vary, necessitating informed decision-making for optimal financial growth and stability.

Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
First Home Savings Account (FHSA)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Life Income Fund (LIF)
Locked-in Retirement Account (LIRA)
Annuities ( Guaranteed Income)
Registered Disability Savings Plan (RDSP)
Group Retirement Services
Segregated Funds

Insurances

Insurance services provide financial protection against unexpected events, offering peace of mind. They encompass diverse coverage such as health, life, property, and auto insurance, safeguarding individuals and businesses from potential risks.

Term insurance
Whole Life insurance
Universal Life insurance
Critical Illness insurance
Disability Insurance
Health and Dental insurance
Travel Insurance
Super Visa Insurance
Group Benefit Plans
Mortgage insurance
Small Business Insurance
Funeral Insurance
“No Medical” Life Insurance
Million Dollar Baby Plan
Travel Insurance for Students