Whether you're protecting a business you've spent years building or planning intelligently for what comes next as a family, the right plan starts with understanding your full picture.
Estate planning, risk management, succession planning, group benefits and retirement strategies - built to protect what you've worked hard to build.
Explore Business ServicesFinancial planning, estate planning, retirement strategies, risk management and life benefits - for every stage of your life.
Explore Personal ServicesYes. Bhupinder Turna is an independent advisor and is not tied to a single insurance carrier. He works across multiple companies, including Manulife, RBC Life, Industrial Alliance, Desjardins Financial, Equitable Life, Empire Life, Foresters, UV Insurance, Edge Benefits, 21st Century, and GMS, to find the right fit for each client.
Bhupinder Turna is a Qualified Associate Financial Planner (QAFP) and a Licensed Life Insurance Advisor (LLQP). He has served families and business owners across the Greater Toronto Area since 2004.
United Insurance & Financial Services serves business owners and families across the Greater Toronto Area (GTA), operating from an office at 237 Queen St W, Room 2, Brampton, ON.
For individuals and families, services include financial planning (cash flow, savings, and investments such as RESPs, FHSA, and Seg Funds), retirement planning (RRSP, RRIF, TFSA, PPP/IPP), risk management (life, critical illness, disability, mortgage protection, Super Visa/visitors, travel, and final expense insurance), life benefits planning, and estate and will planning.
For businesses, services include estate planning, risk management (covering key-person loss, liability, and loan coverage), retirement planning using registered and corporate savings strategies, group benefits (health, dental, and group insurance), and succession planning through buy-sell agreements and continuity strategies.
Yes. Succession planning is one of our core business services, covering the eventual transition of ownership through buy-sell agreements, funding strategies, and continuity planning so the business can survive and thrive beyond its founder.
Yes, through our sister company, United Accounting. It offers integrated tax and bookkeeping support alongside your insurance and financial plan, so your planning and your books work together.
You can get an instant insurance quote online through our Get a Quote page, or book a free, no-obligation consultation with Bhupinder Turna to talk through your goals in more detail.
United Accounting, our sister company, offers integrated tax and bookkeeping support alongside your financial plan.
Visit United AccountingBook a no-obligation consultation and let's talk about where you want to go.
Book a Free Consultation