Business Details
33 Years
experience
Your Trusted Financial Partner in Markham
At Excel Financial Group, we are industry leaders dedicated to building client net worth through comprehensive financial solutions. Established in 1993 as an MGA life insurance agency in Ontario, our team of over 200 insurance agents and 7 full-time administrators delivers tailored financial services across insurance, mutual funds, real estate, and mortgage financing. Our expertise spans life insurance products including term, whole life, and universal life policies, supported by partnerships with major carriers like Canada Life and Sun Life Financial. Through Investia Financial Services Inc., we provide professional mutual fund management with diversified investment strategies to match individual risk profiles and time horizons. Our real estate division, Excel-First Realty Inc., offers commercial, industrial, and residential property services as a member of the Toronto Real Estate Board. Excel-Mortgage Option Inc. facilitates same-day mortgage financing through charter banks and financial institutions.We maintain rigorous professional standards with ongoing training programs, CE credits for license renewal, and advanced underwriting support. Our commitment to exceptional customer service is demonstrated through personalized consultations, flexible payment options, and 24/7 administrative support for policy management. Backed by 30 years of industry experience, we combine technical expertise with client-centric solutions to help individuals and businesses achieve their financial goals.
Services
Life Insurance
Mutual Fund Management
Real Estate Brokerage
Mortgage Financing
Travel Insurance
Segregated Funds
Property Management
Commercial Real Estate
Critical Illness Coverage
Estate Planning
Details
- Year established: 1993
Highlights and features
- 20+ years of experience as licensed MGA insurance agency in Ontario
- Access to products from 20+ major insurance companies including Canada Life and Sun Life
- Integrated financial solutions across four core disciplines: insurance, investments, real estate, and mortgages
- Ongoing professional development with CE credits and specialized training programs
- Dedicated administrative support for policy management and business follow-up
Associations and certifications
- Toronto Real Estate Board
Services
Life Insurance
We offer comprehensive life insurance solutions including term life, whole life, and universal life policies. Our products provide financial protection for families and businesses through death benefits, cash value accumulation, and flexible premium options. With partnerships across major Canadian insurers, we help clients secure mortgage protection, critical illness coverage, and estate planning solutions tailored to their specific needs.
Mutual Fund Management
Through Investia Financial Services Inc., we provide access to professionally managed mutual funds with active portfolio management. Our services include risk assessment, investment strategy development, and portfolio diversification across multiple asset classes. We focus on aligning fund selections with clients' financial goals, time horizons, and risk tolerance levels while maintaining transparency about associated fees and performance tracking.
Real Estate Brokerage
Excel-First Realty Inc. offers comprehensive real estate services for residential, commercial, and industrial properties. Our services include property valuation, marketing strategies, purchase/sale transactions, and lease management. As Toronto Real Estate Board members, we provide market analysis, negotiation expertise, and customized solutions for both individual homeowners and business clients across the Greater Toronto Area.
Mortgage Financing
Excel-Mortgage Option Inc. facilitates residential and commercial mortgage financing with same-day processing capabilities. We connect clients with competitive loan products from major banks and financial institutions, offering flexible terms for first-time buyers, property investors, and business owners. Our services include rate comparisons, pre-approval processes, and online application options for streamlined mortgage solutions.
Travel Insurance
We provide comprehensive travel insurance coverage including medical emergencies, trip cancellations, and accident protection. Our policies cater to both individual travelers and student groups, offering coverage for unexpected medical expenses abroad. Through partnerships with providers like AGA Insurance, we deliver customizable plans that meet specific travel needs while ensuring compliance with Canadian healthcare requirements for international visitors.
Questions
What insurance products do you offer?
We provide life insurance, disability coverage, critical illness insurance, travel insurance, and mortgage protection through major carriers like Canada Life and Sun Life Financial.
How do your mortgage financing services work?
Excel-Mortgage Option Inc. offers same-day residential and commercial mortgage financing through banks and financial institutions with competitive terms and online application options.
What investment options are available?
Through Investia Financial Services, we offer mutual funds with active management, segregated funds, RRSPs, RRIFs, and diversified investment strategies tailored to risk tolerance and time horizons.
Do you provide real estate services beyond property sales?
Yes, Excel-First Realty Inc. offers property management, business brokerage, and commercial/industrial real estate services as a Toronto Real Estate Board member.
What professional development opportunities exist for agents?
We provide new agent training, product seminars, sales process education, and CE credits with ongoing support for license renewal and career advancement.
