Insurance services Protecting You, Your Family and Your Wealth

Sophia Financial knows that insurance and risk management play a crucial role in your comprehensive financial plan. Those are tools that can help you protect your dependents and business interests from financial hardship if tragedy strikes. Through the use of life, disability, long-term care and critical illness insurance, we can transfer the financial risk of uncontrollable events to a third party – the insurance company. As well, insurance can be used as an effective estate and tax planning strategy.

At Sophia, we are life insurance licensed and can use our independent status to review the offerings of all top life insurance companies to create solutions that provide the best value for you. Our insurance planning process includes a thorough assessment to determine whether it is cost effective to insure the potential risk and then decide on the best amount and type of coverage to use. We explain your options in clear, easy-to-understand language so you have the information you need to make the best decisions to protect your loved ones.

Thank you so much! Besides much incredible information, tips, and encouragement that I took away from our appointment, one thing really struck me deep and still stays with me was the question about ‘Does anyone care?’ And though I think I have a few people who care, what is overwhelming to me is that you came out of nowhere and you genuinely cared about my situation. I want to applaud you for that. You take a huge risk to help me out. You don't know too much about me, but the kindness and support you poured my way are just unheard of. I never received this caring even from my family, and I usually have to earn every ounce of help that I can find. So, THANK YOU so very much for your incredible instinct and insight. Your help means so much to me.
Rashmi S.Mentee, Vancouver, B.C.