Excel Mortgage

At Excel Financial Group, we take pride in being industry leaders who focus on building your net worth. As a group of financial professionals, our mission is to provide our clients with innovative and flexible financial services that cater to their unique needs. Backed by exceptional customer service, we strive to deliver personalized plans and packages that help our clients achieve their financial goals.

Our Services

We offer a wide range of financial services, including insurance, mutual funds, real estate, and mortgage services. Our insurance services include life insurance, travel insurance, and VHIP (Visa Health Insurance Plan) for international students. We also provide paramedical insurance and insurance carrier services through our subsidiary, Excel Insurance Agency Inc.

In the mutual fund sector, we operate through Investia, where a team of professional money managers research, select, and monitor the performance of securities. Our mutual fund services include diversification, a popular investment strategy that helps minimize risks by spreading investments across various industries and companies.

Our real estate services are provided through Excel-First Realty Inc., a member of the Toronto Real Estate Board. We specialize in the purchase, sale, and lease of commercial, industrial, and residential properties, as well as business brokerage and property management services.

In addition, our mortgage services are offered through Excel-Mortgage Option Inc., where we arrange online, same-day mortgage financing for residential and commercial properties through a network of lenders, including charter banks, trust companies, and insurance companies.

In-House Training

At Excel Financial Group, we believe in continuous learning and development. We offer seminars on products and sales training every week, led by senior managers and product managers from insurance companies. We also provide weekend training for part-time agents, as needed.

Join Our Team

If you're passionate about the financial industry and desire to grow your business, join our fast-growing team of professionals. We share insights, support each other, and strive for excellence in the industry. Get in touch with us to learn more about our opportunities.