Business Details
9 Years
experience
Your Trusted Financial Advisers in Toronto
WealthShield Financial was founded in 2017 by Sandra Durocher, a licensed financial consultant with over eight years of experience in insurance and investment planning. Our firm specializes in providing tailored insurance solutions and investment strategies for individuals, families, and business owners across Toronto. We partner with leading providers like Manulife, Sun Life, and Canada Life to deliver comprehensive coverage, including life insurance, critical illness protection, disability plans, and retirement-focused investments.Sandra's expertise, obtained through her Life and Health Insurance License (LLQP) in 2015, ensures clients receive personalized financial roadmaps that address both immediate needs and long-term security. Our services extend to group benefits, personal health coverage, and education savings plans, all designed to help clients protect their assets and achieve financial confidence.
Services
Term Life Insurance
Permanent Life Insurance
Critical Illness Insurance
Disability Insurance
Personal Health Coverage
Travel Insurance
Long Term Care
Final Expenses Insurance
RRSP Planning
Education Savings Plans
Details
- Year established: 2017
Highlights and features
- We offer personalized financial plans tailored to individual needs
- Our team partners with top Canadian insurance providers
- We provide comprehensive coverage for individuals and businesses
- Our advisor holds a Life and Health Insurance License (LLQP)
- We offer flexible consultation options including virtual meetings
Services
Term Life Insurance
Term life insurance provides death benefit protection for a specified period. This solution helps families maintain financial stability during critical life stages. Policies can be renewed or converted to permanent coverage, offering flexibility for evolving needs.
Critical Illness Insurance
Critical illness coverage provides income replacement for major health events like heart attacks or cancer. This financial safety net helps maintain household stability during recovery periods. Benefits are paid directly to policyholders for unrestricted use.
RRSP Planning
Registered Retirement Savings Plans offer tax-advantaged investment growth for long-term financial security. We help clients optimize contribution strategies and investment choices. Our solutions include RRIF conversions and income planning for retirement.
Group Benefits
Comprehensive group insurance programs protect employees and enhance workplace wellness. Our offerings include dental, prescription drug, and extended health coverage. We help businesses design cost-effective benefit packages that attract and retain talent.
Education Savings Plans
Registered Education Savings Plans help families prepare for post-secondary education costs. We maximize government grant opportunities and optimize investment growth. Our solutions include personalized contribution strategies and beneficiary management.
People
Sandra Durocher
Financial Consultant
Sandra Durocher is a licensed financial consultant with WealthShield Financial in Toronto. She obtained her Life and Health Insurance License in 2015 and established her independent practice in 2017. With over eight years of industry experience, she specializes in creating customized insurance and investment solutions for individuals and businesses.
Questions
What insurance solutions do you offer?
We provide life insurance, critical illness coverage, disability protection, travel insurance, and long-term care plans for individuals and families.
Do you offer investment planning services?
Yes, we offer RRSP, RESP, annuity, and pension plan solutions to help clients achieve their financial goals.
How can I schedule a consultation?
Book an appointment online for a phone call, Zoom meeting, or in-person consultation at our Toronto office.
What group benefit options are available?
We offer dental coverage, prescription drug plans, extended health benefits, and disability management programs for businesses.
Do you provide personalized financial plans?
Yes, we create customized financial strategies based on individual needs, family situations, and business requirements.
What makes your firm different?
We combine personalized service with partnerships across major Canadian insurance providers to deliver comprehensive financial solutions.
