B K Financial

At Kapil Financial Services, we pride ourselves on providing top-quality, professional investment advice with a personal focus. We believe that everyone deserves a comprehensive and personalized approach to their financial goals. For the past thirty years, we have been helping individuals, professionals, and corporations achieve their financial objectives through our Holistic Financial Advice and Wealth Management Services.

As a trusted financial advisor, we work closely with our clients to understand their unique financial goals and objectives. Our team of experienced professionals, led by Manoj Kapil, Manulife Securities Incorporated, Kapil Financial Services Inc., Nadia Dodaro, and Dave Kapil, brings together decades of combined experience in the financial services industry. We provide personalized investment advice, insurance products, and wealth management solutions tailored to meet the specific needs of each client.

Our Services

At Kapil Financial Services, we offer a wide range of services designed to help our clients achieve their financial goals. Some of our services include:

• Investments: We provide comprehensive investment advice, including stocks, bonds, and mutual funds from top fund companies in Canada.
• Insurance: We offer a variety of insurance products, including universal life insurance, term insurance, long-term care insurance, critical illness insurance, disability insurance, personal accident disability insurance, travel insurance, and visitors to Canada insurance.
• Business Solutions: Our business solutions include group benefits, buy/sell agreements, business term insurance, business overhead insurance, and key man insurance. We also offer group RRSPs/pension plans.
• Financial Planning: We work closely with our clients to develop a comprehensive financial plan tailored to their unique needs and goals.
• Estate Planning: We help our clients create a comprehensive estate plan, including wills, power of attorney, and beneficiary designations.

At Kapil Financial Services, we believe that every individual and business deserves a personalized approach to their financial goals. Our experienced team is dedicated to providing exceptional service, expert advice, and tailored solutions to help our clients achieve their financial objectives.