Financial advice for where you are and where you want to be.
Independent Insurance Brokers & Investment Managers
Savanti Investment Team
PEAK Securities Inc.
Savanti Insurance Agency Corporation
This website is destined for residents in the provinces of Alberta, British Columbia, Saskatchewan, and Ontario.
The right financial solution that fits your life has the power to change your future.
The world of finance is vast, and there is certainly no shortage of financial advice from just about everyone from your family to your neighbour. We get it - it can be overwhelming. But what if we told you that some of the most difficult financial problems can be solved with the simplest solutions?
What we do
Independent Financial Advisory.
We push aside the endless amounts of information and focus on getting to know you, your goals, and what you dream of your financial future to be. This allows us to tailor a plan that fits your life, no matter where you are financially. Our mission is simple - to help you build a financial game plan that you can be confident in.
We are an independent insurance broker. We can find the insurance product that is truly right for you from a wide range of companies, unlike captive agents who can only represent one company alone.
Our insurance services:
- Disability insurance
- Life insurance
- Critical illness insurance
- Personal health insurance
- Group benefits
- Key person insurance
- Business interruption insurance
- Shareholder insurance
As independent financial advisors, we can provide you with unbiased advice and solutions that are never limited by proprietary products. Expert investment planning that aligns with your goals.
Our investment services:
- Custom portfolio management
- Exchange-traded fund (ETF)
- Mutual funds
- Segregated funds
- Corporate investment
- RDSP (disability plan)
- RESP, TFSA, RRSP, DPSP, & more
Reliable advice for every area of your life - from personal to business finance. If it falls outside of your expertise, we’re your go-to team that gets things done and moves the needle in your financial plan.
Our areas of financial advice:
Business Financial Advice
- Succession Planning
- Personal Pension Plans (IPP)
- Retirement Compensation Arrangements (RCA)
- Director and shareholder insurance
- Investment management *
- Group benefits & Retirement plans
Personal Financial Advice
- Retirement Planning
- Insurance Strategies
- Investment Management *
- Children’s education
- Disability plans
At the core of what we do and what we’re passionate about is creating customized plans and strategies for each of our clients.
We focus on seeing the whole and complete picture to properly identify risk and discover opportunities. You can come to us for everything from retirement planning, children’s education, disability/life/critical illness insurance, business succession development, financial advisory for Indigenous peoples by Indigenous peoples, and more.
We’re not tied down by only what the banks or one institution offers. Our team has the freedom to shop around for the best rates, policies, and products that will get you results.
Who we are
We are a team of financial advisors with over 50 years of combined experience in insurance, investments, and personal/business advisory. We take finance seriously but we believe in making the journey enjoyable.
There are a lot of people who sell products and services that forget one very simple fact - the person they are interacting with is a human being, just like them. They have hopes, fears, dreams, and aspirations just like anyone else. Yet often, when it comes to business, all that matters is the next sale. People become a transaction. We can’t do that. To us, you’re not just a client that we can ‘sell’ to.Learn more
Our process is a flexible framework that adapts, evolves, and responds to your needs. It is the streamlined result of decades of working with clients.
1 Identify Objectives
It’s imperative that your goals are understood. Having someone help put those into tangible, measurable objectives is the first step.
2 Collaboration & Planning
Without active collaboration, an investment is a gamble, insurance can be overbought, and goals not achieved. We create a comprehensive and easy-to-understand financial strategy customized for your needs.
This is where the plan comes to life. We help you implement investment and insurance strategies tailored to you. When needed, we can recommend a member of our external advisory consultants or use one of your own to help execute the other components of a plan.
4 Annual Review
Each year, we benchmark your progress against the financial objectives you established. Many factors can influence the success of your plan - fine-tuning and monitoring are a key part of the process.
Book a free consultation with us. No obligation, no pressure, no sales tactics. Let’s start with a conversation about your situation, your financial goals, and what we can do for you.Get Started