Balanced Financial Solutions.
Trusted by your neighbours.
Balanced Financial Solutions is a Calgary-based advisory practice that ties life insurance to a wider plan covering retirement, taxes, and estate.
Free, private, and you'll hear back within one business day. Or call 647-362-5511.
Who you’re working with. In their own words, plainly told.
The Balanced team treats insurance as one piece of a longer-term picture rather than a one-off purchase. Every engagement starts with a planning conversation: what does the next ten years look like, what would you like to leave behind, and where are the gaps right now.
From there the team builds out term, permanent, and living-benefits coverage that fits the plan, plus RRSP and TFSA strategy where it makes sense. Many clients are self-employed Albertans or small business owners coordinating personal and corporate coverage.
Reviews happen yearly, and the team flags changes when CRA rules, tax brackets, or insurer underwriting shifts in a way that affects you.
Products they quote. Clear options, side by side.
Pick a product to see how it works on Lowest Rates Hub, or send Balanced Financial Solutions a question below.
Meet the team. Real Canadians on the other end.
“Karen took the time to explain how my corporate-owned policy interacts with my dividend strategy. No other advisor had bothered.”
About Balanced Financial Solutions. The honest answers.
Three quotes.
Sixty seconds.
A lifetime of peace of mind.
Every quote from a vetted Canadian insurer. Every advisor licensed. A friend with a license — not a buddy at a barbecue.
- No medical exam to get a quote
- No high-pressure sales
- Take your time to decide