Business Details
33 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Kapil Financial, we pride ourselves on delivering top-quality, professional investment advice with a personal focus. Our mission is to help individuals, professionals, and corporations achieve their financial goals efficiently and cost-effectively. With over 30 years of experience, we combine personalized service with the resources to execute strategies effectively. We specialize in holistic financial planning, working closely with clients to develop tailored solutions that address their unique needs.Our team collaborates with major banks, mutual fund companies, and insurance providers to secure competitive rates for our clients. We differentiate ourselves through comprehensive strategic planning, regular progress reviews, and proactive adjustments to market changes. Whether you're planning your estate or making your first RRSP contribution, our expertise ensures your financial objectives are met with precision and care.
Services
Investment Advice
Wealth Management
Insurance Solutions
Estate Planning
Retirement Accounts
Business Insurance
Group Benefits
Details
- Year established: 1993
Highlights and features
- We offer 30 years of experience in personalized financial planning.
- Our team provides comprehensive strategic plans tailored to client needs.
- We maintain partnerships with major financial institutions for competitive rates.
- We conduct biannual progress reviews and adjust strategies proactively.
- Our holistic approach ensures all aspects of financial health are addressed.
Services
Investment Advice
We provide tailored investment strategies to help clients grow and manage their wealth. Our approach considers individual financial goals, risk tolerance, and market conditions. With expertise in registered and non-registered accounts, we optimize portfolios for long-term success.
Insurance Solutions
Our insurance services include life, disability, and critical illness coverage tailored to protect clients' financial security. We offer competitive rates through partnerships with major providers like Manulife, ensuring comprehensive protection for individuals and businesses.
Estate Planning
We help clients create strategic estate plans to ensure their assets are distributed according to their wishes. Services include wills, trusts, and tax-efficient strategies to preserve wealth for future generations.
Retirement Accounts
We specialize in RRSPs, TFSAs, and RESPs to maximize retirement savings. Our strategies focus on tax efficiency and long-term growth, ensuring clients achieve financial independence in their post-career years.
Business Insurance
We design business insurance solutions, including buy/sell agreements and key man coverage, to safeguard companies against unforeseen risks. Our plans ensure business continuity and financial stability for corporate clients.
People
Dave Kapil
Life Insurance Advisor
Dave Kapil brings decades of experience in life insurance and financial planning, specializing in tailored solutions for clients' protection needs.
Nadia Dodaro
Executive Assistant
Nadia Dodaro supports clients with administrative expertise, ensuring seamless coordination of financial planning processes and client communications.
Manoj Kapil
Financial Advisor
Manoj Kapil combines financial advisory expertise with a focus on holistic planning, helping clients achieve long-term wealth management goals.
Questions
Where are you located?
Our office is at 14 George Street North, Brampton, ON L6X 1R2, in Downtown Brampton.
What parking options are available?
Parking is available at the Nelson Square Garage across the street. The first hour is free with complimentary vouchers.
What should I bring to my meeting?
Bring investment statements, insurance policies, mortgage details, and any documents impacting your financial future for a comprehensive review.
Do you serve clients outside Brampton?
Yes, we serve clients across Ontario and beyond with personalized financial planning solutions.
