Volpe Financial Solutions
(5)
(5)
Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations.
If you’re looking for a one-on-one client experience in which you’re presented with every possible financial tool on the market, we can help.
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5 customer reviews
Paul M. Weekes
Investment Advisors
Early days but great communicators.
Reply from Volpe Financial Solutions
Hi Paul, thanks for the 5 star review, means a lot. Look forward to our meeting!
Kyle
Volpe Financial Solutions offered me full-service insurance coverage and market investment business planning always keeping my interests as their top priority. Custom no-hassle investment planning is what sets Volpe Financial Solutions apart from their competitors. I would highly recommend anyone interested in financial planning to make an appointment and speak to their accredited and certified financial planners. More...
Reply from Volpe Financial Solutions
Appreciate it kyle! Always been greT workong with you guys:)
Desmond mallory
I highly recommend volpe financial solutions , very helpful with assuring you with any decisions you make , felt very comfortable with any questions I had knowing I would receive an educated answer . The whole team is friendly, knowledgeable and truly passionate about their products. Everyone is there to help and give you all the attention needed to fulfill your needs . More...
Reply from Volpe Financial Solutions
Thank you Des, always been fun working together. I look forward to helping you buy your first home.
Simon T.
I recently met with Brett to discuss my investments, TFSA, and general financial plan moving forward. It was time to evaluate everything and design a comprehensive plan.
He took the time to fully understand my current situation as well as my goals for the future, keeping the conversation casual while at the same time technical enough for me to learn about the various options out there.
After providing him with some numbers and a general timeline, he developed a personalized plan which included a combination of investments as well as insurance that suited my current stage in life. The insurance solution he suggested actually doubles as an investment for the future, which is fantastic.
It was a no-brainer for me to trust Brett as he showed great professionalism, knowledge of the various options in the marketplace, and made everything straightforward.
I highly recommend the financial advisors at VFS. They’re professional, knowledgeable, and personable.
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Reply from Volpe Financial Solutions
Appreciate the kinda words simon. Look forward to the continued success together
Kyle
The whole team is friendly, knowledgeable and truly passionate about their products. I've worked with Brett and he has been a pleasure to work with over the course of our financial journey (which includes some major life changes). VFS has been incredibly accommodating to our busy schedule, and we never felt embarrassed asking so many questions. More...
Reply from Volpe Financial Solutions
Thanks kyle, been a pleasure working with you guys
What do you love most about your job?
The absolute best part about being an independent financial broker is the ability to offer a wide range of solutions that is tailored to each and every client; whether an individual, family or business.
What inspired you to start your own business?
I have worked in the financial industry for 10 years, and have worked for companies like RBC DS and SunLife Financial. After working for big institutions I came to the conclusion that starting my own firm and putting my clients needs first was the ultimate priority.
Why should our clients choose you?
At VFS our goal to not to just make every client happy, but provide them with a financial planning experience that they will never forget. We are a personable group and have all the latest tools, technology and knowledge to make sure every client is offered the best and appropriate advice.
Wealth Management
WEALTH MANAGEMENT IS MORE THAN JUST INVESTMENT ADVICE…
it can encompass all parts of a person's life: personal, family, & business.
Rather than trying to integrate pieces of advice and various products from a multiple professionals, Volpe Financial Solutions offers a holistic approach in which a single broker coordinates all the services needed to manage your money. You and your family’s current and future needs are assessed, and a specifically catered plan is developed.
With this approach, you not only enjoy the advantages of a fully cohesive plan that has your financial goals in mind - you also have the unique benefit of having one point of contact who can help. Volpe Financial Solutions prides itself on catering individualized plans focusing on your best interests.
Life Insurance
DO I NEED LIFE INSURANCE?
Your need for life insurance depends largely on your financial obligations and your dependents. The question you need to ask is: would your dependents be financially impacted if something happened to you? If this is a concern, then life insurance could help protect them financially after you’re gone.
Living Benefits
FINANCIAL AID WHEN YOU NEED IT MOST
Often times, we are quick to look towards life insurance as our primary source of financial protection in case of what we believe to be the worst case scenario - death. In actuality, some of the greatest financial hardships we may face are caused by issues due to aging, illness, accidents and dependency while we are alive.
Living benefits provide financial aid when we survive such issues life may throw our way.
Group Benefits
Group Benefits are a valuable component to businesses of any size. Adding a group benefits plan demonstrates to employees that they are being invested in, which ultimately attracts and retains quality talent. It also helps to foster a healthy workplace and reduces absenteeism. The options in available plans allow the convenience of buying coverage through payroll, and some or all of the premiums can be deducted as a taxable expense.
Banking Services
At Volpe Financial Solutions, we have the experience and expertise to guide you through the various options available and set you up with the most advantageous accounts for your unique financial situation.
Ex. High Interest Savings accounts and Mortgages
