Welcome to Fidea Financial
To empower every family, from their first home to their final years, to build a lasting financial legacy through diligent planning and trusted partnership.
Who We Are
To carry forward a legacy of trust and meticulous care by helping families navigate life's financial complexities, building a strong and secure foundation for their future and generations to come.
From Income to Impact: Your Legacy Starts Now.
At Fidea Financial, we believe a meaningful legacy isn't reserved for the wealthy—it's built over time with intention and care. Fidea’s legacy of trust and meticulous planning, which began generations ago, is the foundation for the work we do today. We partner with emerging individuals, growing families and established couples to turn their hard-earned income into a powerful financial legacy. Through proactive guidance and a long-term strategy, we help you protect your loved ones, build your wealth, and create a future that will serve generations to come. Your legacy is our legacy, and we're committed to helping you build it.
Our Services
Ways we’re here to serve you.
Insurance & Risk Management
Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, Group Benefits
Investment Management
TFSA, RRSP, LIRA, FHSA, RESP, High-Interest Savings, Non-Registered Accounts
Legacy Giving
The opportunity to shape a future that excites you, the freedom to give your way, build a lasting foundation and fortify your vision.
Our Process
Your Financial Journey: Key Steps at Each Life Stage
Your financial needs change as your life unfolds. They may also not fit into the traditional life stages. Here's a brief guide to what to focus on at each stage of life event.
Is it time to get started?
Start your journey with us.