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Comprehensive Financial Solutions for Every Stage of Life
At Right Place Financial Inc., we provide tailored financial guidance to help you protect your family, grow your
wealth, and simplify your taxes. Our licensed advisors work with leading Canadian providers to deliver the best
value, transparency, and peace of mind
Protect What Matters Most
Life insurance is one of the most important investments you can make for your loved ones. It ensures your family’s financial security in case of the unexpected—covering debts, income replacement, and future goals like education or retirement.
Why Choose Right Place Financial?
Personalized coverage to fit your goals and budget
Expert advice with no sales pressure
Trusted Canadian insurers and competitive rates
Secure your family's tomorrow
Our Life Insurance Options:
Term Life Insurance
Affordable coverage for a specific period (10, 20, or 30 years). Ideal for families
with mortgages or growing children.
Whole Life Insurance
Lifetime protection with a cash value component that grows over time. Perfect for
long-term stability and wealth transfer.
Critical Illness Insurance
Receive a lump-sum payment if diagnosed with a covered serious illness, so
you can focus on recovery, not finances.
Stay Protected. Stay Healthy
Your health shouldn’t be a financial burden. With the rising cost of medical care, health insurance ensures you’re
covered for unexpected expenses such as prescription drugs, dental, vision, or hospital stays.
Why Choose Right Place Financial?
Protection from high medical costs
Flexible plans that grow with your needs
Our Health Plans Include:
Individual & Family Plans
Comprehensive health coverage tailored to your needs
Group Benefits
Affordable plans for small business owners and employees
Supplementary Health & Dental Plans
For additional coverage beyond government programs
Travel With Confidence. Anywhere, Anytime
Whether you’re exploring the world, visiting family, or welcoming, travel insurance keeps you protected from unexpected emergencies abroad.
Why Choose Right Place Financial?
Affordable, comprehensive coverage
Global assistance and claims support
Quick online application and instant policy
Don't let travel worries hold you back
Coverage Options:
Emergency Medical Coverage
For illness or accidents
Trip Cancellation & Interruption
Reimbursement for unexpected
Visitors to Canada Coverage
Protection for family or friends visiting from overseas
Student & Work Visa Plans
Tailored coverage for international students or workers in Canada
Grow Your Wealth with Confidence
Smart investing is about more than just returns—it’s about aligning your financial goals with a clear, strategic plan. At Right Place Financial, we help you invest wisely, build long-term wealth, and secure your financial independence.
Why Choose Right Place Financial?
Personalized risk assessment
Regular performance reviews and transparent reporting
Diversified portfolio planning
every smart investment brings you closer to financial freedom
Our Investment Solutions:
RRSP (Registered Retirement Savings Plan)
Reduce taxes while saving for retirement
TFSA (Tax-Free Savings Account)
Grow your savings tax-free with flexibility
RESP (Registered Education Savings Plan)
Secure your child’s education with government grants
Non-Registered Investments & Mutual Funds
For flexible growth beyond registered accounts
Simplify Your Finances. Maximize
Managing taxes and accounting can be stressful. Our experienced team ensures accuracy, compliance, and peace
of mind—while helping you uncover opportunities to save.
Why Choose Right Place Financial?
Transparent pricing and professional service
Year-round support — not just tax season
Our Tax & Accounting Services:
Personal Tax Filing
Fast, accurate, and optimized for maximum refunds
Corporate Tax Preparation
Strategic filing to reduce liabilities and improve cash flow
Bookkeeping Services
Keep your financial records organized and up to date
GST/HST & Payroll Management
Reliable and timely filing for small businesses
CRA Audit Support
Professional help if the Canada Revenue Agency contacts you