PanFinancial Insurance Solutions

Investment/ Wealth Management Firm in Toronto, Ontario

Our wealth managers work closely with clients across Toronto, Niagara Falls, Kitchener, Barrie, Peterborough, Hamilton, Oakville, Guelph, Oshawa, Markham, Vaughan, Brampton, Mississauga, St.Catharines, Orillia, and Collingwood, Ontario.

Book an Appointment with Our Investment Advisor at PanFinancial Insurance Solutions Today!

Welcome to the PanFinancial Group

At PanFinancial Insurance Solutions, we deliver wealth care strategies to affluent individuals. As leaders in the wealthcare field, we continually strive to ensure excellence in our service. In this pursuit, we created THE WEALTHCARE SOLUTION? - a cornerstone to greater financial success.

We can help you achieve your financial dreams. Why not let us show you how?

Investment Advisor in Toronto, Ontario

Latest Blog posts

  • Tax Reduction Ontario

    Why You Should Choose PanFinancial Insurance Solutions!

    Whether you’re saving for your child’s education, buying a new house, or making provisions for unpredictable losses, your end goal is to develop financial stability. An effective way of securing your future is by working with a wealth management firm or an investment advisor.

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  • Tax Reduction Ontario

    Busted! Don’t Believe This Life Insurance Myth!

    Over the past fifty years that we’ve spent in the financial management field, we heard the statement - “Life insurance is a rip-off” - so many times, that we’ve lost count! For starters, this belief is entirely untrue as life insurance has countless benefits that help you and your family throughout your life, and even once you’ve passed.

    Read More

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Founded by our principal, Gordon Berger, our group set its roots in 1985 and built our business on a foundation of integrity, due diligence, and innovation.

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Tax Efficient Investments For Higher Rate Taxpayers