Insurance & Financial Strategies
 
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905-532-0427

ABOUT US - THE THINKING BEHIND THE PLAN

Ralph Umansky CFP, President of BestPlan Financial Strategies Inc, is an independent life insurance broker with access to a full range of products and services. He has achieved the internationally recognized Certified Financial Planner designation, and is a member of the insurance and financial services industry's elite Million Dollar Round Table organization, Canadian Association of Insurance and Financial Advisors, and Independent Financial Brokers of Canada. Ralph was recently awarded the National Quality Award, for his focused attention on persistency, permanence, stability and quality performance of life insurance services to consumers.

As a futurist, Ralph has written over 15 articles on improving small business. He conducts workplace seminars and is available for individual consultation. He has also been a guest speaker at several conferences and most recently on a radio show dedicated to entrepreneurs. Ralph's Book is now available: MAXIMIZING YOUR WEALTH, - MINIMIZING YOUR RISK - Protect your life, your family, your business.

With more than 20 years of business-to-business consulting experience, Ralph and his BestPlan team work with lawyers, accountants and other planning professionals to provide you with a holistic approach to financial planning. BestPlan specializes in entrepreneurial strategies to suit the needs of self-employed individuals, business owners, contract workers and their families. The team is equally comfortable dealing with the needs of high income earners as they are with the self-employed, small business start-ups, contract workers and seniors.

Services - What Can BestPlan do for you?

  • Provide a thorough diagnostic evaluation to identify your needs.

  • Create flexible financial plans, insurance & investment programs, and retirement plans that are responsive to life changes.

  • Empower you with strategies to protect your family, keep more of your money and ensure that your financial planning goals are on track.

  • Offer the best choices of products and/or services appropriate to your situation, from many of the leading Canadian Insurance companies and Financial Service firms.

  • Demonstrate how you can maximize your wealth, minimize risks.

  • Develop pro-active, tax-efficient investment strategies based on your risk tolerance and goals, offering you peace of mind.

  • Refer you to appropriate lawyers, accountants and other professionals.

A Solid Financial Foundation Leads to an Early and Enjoyable Retirement!
Securing your position ... two moves ahead



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