MPS Insurance & Financial Service

At MPS, we understand that planning for your financial future is a top priority for many professionals and their families. Our team is dedicated to providing tailored financial plans that help secure your family's well-being and your business's success. We believe that effective planning is not a one-size-fits-all approach, which is why we take the time to get to know each of our clients and understand their unique goals, values, and concerns.

Our Approach

Our approach is centered around providing exceptional service and guidance to help you achieve your financial objectives. We believe in the importance of building long-term relationships with our clients, based on trust, respect, and open communication. Our team of experienced professionals is committed to staying up-to-date with the latest market trends and financial strategies, ensuring that our clients receive the most effective and innovative solutions for their financial planning needs.

Our Services

At MPS, we offer a range of services designed to help you protect your family, grow your business, and plan for your financial future. Our services include:

Family and Asset Protection

We understand the importance of protecting your family's assets and ensuring their long-term well-being. Our family and asset protection services include sound insurance strategies that help protect your goals and provide the security and guardianship you need.

Business and Succession Planning

As a business owner, you know the importance of creating a successful succession plan for your business. Our business and succession planning services help you achieve this goal by creating a comprehensive plan that addresses your personal and business situation, ensuring the continued success of your business and providing peace of mind for you and your family.

Wealth Planning and Portfolio Analysis

Investments play a crucial role in your financial security plan, and our wealth planning and portfolio analysis services help you achieve your short and long-term goals. We create individualized asset allocation strategies that mitigate risk, diversify, and balance your investments, ensuring your financial future is secure and on track.

Why Choose MPS?

At MPS, we understand that our clients' unique needs and goals are at the forefront of every decision we make. We pride ourselves on providing:

• Personalized attention and guidance
• Customized financial plans tailored to your individual needs
• Ongoing support and monitoring to ensure your financial goals are on track
• Access to a team of experienced professionals with expertise in financial planning and wealth management

Read What Our Clients Say

Don't just take our word for it! Our clients rave about the exceptional service and guidance they receive from our team. Here's what Dr. Kevin E. Lung, B.Sc., D.M.D., M.Sc., FRCD(C) has to say about our services:

"I have been dealing with Pat and his firm for almost 20 years. He knows the needs of my profession and has done a top-drawer job in helping me secure mine and my family's future. His son Nathan joined the firm in 2012, so I know I will have the same great planning well into my retirement."

Get Started

Ready to secure your financial future? Contact us today for a free consultation and let's take the first step toward achieving your financial goals and dreams.