Empowering your Financial Future, One Step at a Time
At Rethink Financial and Insurance Services, we believe that having a clear understanding of your financial situation and goals is essential to achieving financial security and peace of mind. Our team of experts is committed to providing personalized financial planning and insurance services to individuals and businesses in Canada. With over 20 years of experience in the financial services industry, we have the expertise and knowledge necessary to help you make informed decisions about your financial future.
Our Approach to Financial Planning
Our approach to financial planning is rooted in the principles of "Kaizen, " a Japanese philosophy that emphasizes continuous improvement. We believe that financial planning is not a one-time event, but rather a continuous process that requires regular evaluation and adaptation to changing circumstances. Our team of experts will work with you to understand your financial goals and create a personalized plan that takes into account your unique situation and priorities.
Insurance Services
At Rethink Financial and Insurance Services, we offer a wide range of insurance products and services, including life insurance, disability insurance, critical illness insurance, and group benefits consulting. We work with our clients to design insurance solutions that meet their specific needs and goals.
Investment and Retirement Planning
In addition to insurance services, we also offer investment and retirement planning services. Our team of experts will work with you to create an investment portfolio that aligns with your financial goals and risk tolerance. We also offer retirement planning services to help you achieve a secure and comfortable retirement.
Expertise
Our team of experts is led by Michael Giligson, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) with over 20 years of experience in the financial services industry. Michael's expertise includes personal financial planning, group benefits consulting, and investment planning.
What Sets Us Apart
At Rethink Financial and Insurance Services, we are committed to providing personalized service and expert guidance to our clients. We take the time to understand our clients' unique situations and goals, and we work with them to create customized plans that meet their needs. Our commitment to continuous improvement and ongoing education ensures that our clients receive the most up-to-date and effective financial planning and insurance solutions.
Contact Us
If you are looking for personalized financial planning and insurance services, please do not hesitate to contact us. We would be happy to discuss your financial situation and goals with you and provide you with expert guidance and support.
Rethink Financial Planning and Law Services Reviews
Rethink Financial Planning and Law Services have received exceptional feedback from their clients. The company's team, including Kate, Samantha, Carlie, Laura, Jacob, and Leah, have been praised for their professionalism, approachability, and expertise. Clients have mentioned that the guidance and knowledge provided by the team has given them peace of mind and has greatly assisted with the organization of their finances and legal matters.
Financial Planning and Aged Care Services
Clients have extolled the virtues of Rethink's Financial Planning and Aged Care services. The company's team has been able to provide exceptional guidance and support in navigating complex financial and legal situations, including aged care transitions. Clients have praised the company's ability to help them make informed decisions and provide peace of mind in what can be a stressful and overwhelming process.
Property Conveyancing Services
The company's Property Conveyancing services have also received high praise. Clients have praised the team's attention to detail, professionalism, and diligence in handling the purchase and sale of properties. The company's conveyancing services have been described as "awesome" and "over the top helpful, " with clients feeling supported and cared for throughout the process.
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