Patani Financial

For your financial health.

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Patani Financial is an independent, cutting edge insurance brokerage. We specialize in insurance, wealth creation and tax minimization on an individual, family and corporate level. Combining the knowledge and experience together we offer the best product suitable to your needs.

Financial planning is beyond the matter of price which is why we are proud to offer our clients comprehensive financial solutions as per their objectives.

Whether for your insurance, investment, retirement or estate planning needs, at Patani Financial you will find our approach unique, our service fast and friendly, and our solutions both economical and effective. We strongly believe that a proper financial plan should save you money, time, hassle and ensure that you are properly compensated if you do suffer a loss.

Our philosophy is to serve every customer beyond their expectations with the right financial solution at the most competitive price. We care about our customers, we care about the communities we serve and we are the best insurance professionals to serve you.

Financial planning is more than budgeting, saving or the perfect investment strategy. It sets you on a course toward achieving your life goals through the proper management of your financial affairs.

Canadians who engage in financial planning report significantly higher levels of financial and emotional well-being than those who don’t. They feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with life's challenges, and feel better able to indulge in vacations and other luxuries. Sounds pretty good, right? Let's get started!

Our Product Carriers

We represent all major carriers

Manulife Finanical
Sun Life Financial
Bank of Montreal
Canada Life
Equitable Life
Desjardins Insurance
Empire Life
Canada Protection Plan