Business Details
32 Years
experience
Your Trusted Partner for Financial Planning Solutions
Quirion Financial Services has been dedicated to providing exceptional financial guidance to individuals and businesses in Thunder Bay and Northwestern Ontario for over 27 years. Our approach combines first-hand knowledge with in-depth expertise to develop long-term, objective financial plans tailored to each client's unique needs and goals. We prioritize sound, honest advice grounded in education, experience, and a commitment to simplifying complex financial decisions. Our team specializes in investment solutions, insurance planning, estate strategies, retirement preparation, and business financial services, ensuring comprehensive support for every stage of life.With a focus on trust, reliability, and innovation, we strive to empower clients to achieve financial confidence and security. Backed by partnerships with Manulife Wealth Insurance Services Inc. and Manulife Bank of Canada, we offer a wide range of products while maintaining transparency about the companies clients engage with for each service. Our local expertise and personalized approach distinguish us as a trusted partner in navigating evolving financial landscapes.
Services
Financial Planning
Investment Solutions
Estate Planning
Insurance Services
Retirement Strategies
Group Benefits
Business Financial Services
Tax-Free Savings Accounts
Segregated Funds
Cash Flow Analysis
Details
- Year established: 1994
Highlights and features
- We offer 27+ years of local financial expertise in Thunder Bay
- Our personalized plans address unique retirement, investment, and estate needs
- Comprehensive services spanning insurance, banking, and wealth management
- Backed by trusted partnerships with Manulife Wealth and Manulife Bank
- Transparent approach to product referrals and client education
Services
Financial Planning
We create customized financial roadmaps addressing retirement, education funds, and long-term security. Our approach combines risk management with strategic asset allocation to align with individual goals. Clients benefit from ongoing guidance to adapt plans as life circumstances evolve.
Investment Solutions
Our investment strategies focus on registered accounts (RRSP, TFSA, RESP) and segregated funds to optimize growth potential. We emphasize diversified portfolios tailored to risk tolerance while maintaining tax-efficient structures for both individual and institutional clients.
Estate Planning
We develop comprehensive estate strategies including wills, trusts, and tax minimization techniques. Our services ensure smooth multigenerational wealth transfer while addressing business succession and charitable giving objectives through coordinated legal and financial frameworks.
Insurance Services
We provide life, health, and disability insurance solutions with personalized risk assessments. Our approach balances protection needs with affordability, offering products that safeguard families and businesses against unforeseen circumstances while integrating with overall financial plans.
Retirement Planning
Our retirement specialists analyze cash flow requirements and tax implications to create sustainable income streams. We combine registered retirement accounts with strategic withdrawal plans to ensure financial stability throughout retirement years.
People
Kelly Kohanski
Life Insurance Advisor
Certified Financial Planner with expertise in life insurance solutions. Committed to helping clients protect their families through tailored insurance strategies while maintaining transparency about product details.
Paul Dunmore
Life Insurance Advisor
Certified Financial Planner specializing in life insurance and estate protection. Focuses on educating clients about risk management options while ensuring alignment with broader financial objectives.
Keltie Panontin
Marketing Assistant
Thunder Bay native with international business education. Supports client engagement initiatives while leveraging local market knowledge to enhance community-focused financial services delivery.
Questions
What financial services do you specialize in?
We specialize in investment planning, insurance solutions, estate strategies, retirement preparation, and business financial services tailored to Thunder Bay residents and businesses.
How do you personalize financial plans?
We conduct detailed needs analyses considering life stage, risk tolerance, and long-term goals to create customized strategies that evolve with changing circumstances.
What makes your firm different?
Our 27+ years of local expertise combined with Manulife partnerships allows personalized service backed by comprehensive resources while maintaining community focus.
Do you work with business owners?
Yes, we offer group benefits, business succession planning, and key-person insurance solutions designed to help local businesses attract talent and ensure continuity.
How are fees structured?
Fee structures vary by service. We provide full transparency about compensation models during initial consultations to ensure clear understanding before any commitments.
