We pride ourselves in giving clients exceptional individual attention, be it recommending solutions or facilitating insurance claims resolution. We are agile, focused, and strive to deliver exceptional personal service for insurance & investments. We are team players bringing knowledgeable specialists to the table if needed.

 



The business will be representing several insurance carriers to obtain better values for clients as for their insurance/investment objectives.

 

  • SLOGAN / MOTTO: Let’s plan for tomorrow... today

 

  • VISION: Empowering everyone to live their dreams



  • MISSION: Providing financial security and peace of mind through insurance/investment concepts & strategies

 

  • VALUES: Ethical values are of utmost importance

 

  • BRAND IMAGE: Create clients who become our main source of referral

 

 

    

                                                         One Approach

 

 

PUTTING YOUR INTERESTS FIRST: Your interests are paramount throughout our business relationship. Accordingly, we are pleased and proud to commit to the following fiduciary principles:

 

  • We will always put your interest first.

 

  • We will act with the skill, care, diligence and good judgment of a professional.

 

  • We will never mislead you.

 

  • We will provide full disclosure of all important facts along with an engagement letter at the beginning of our business relationship.

 

  • We will avoid conflicts and will fully disclose and fairly manage, in your favour, any unavoidable conflicts. A conflict resolution document will be handed to you at the beginning of our business relationship.

 

  • We will disclose our commissions and/or referral fees if you are interested and ask. This is your right. 

 

  • When giving you options as to what to purchase, we will indicate the features, advantages, and benefits of each product. We can also indicate our commission on different options if you are interested and ask.

 

  • I do collaborative work with senior advisors through CustomPlan Financial Advisors Inc. We are all affiliated with this corporation which processes our businesses, takes care of training & compliance, etc. These are individuals with other expertise & backgrounds.

 

               

      Payam Ala'i

      Insurance / Investment Advisor

 

 

 

                         We do business the old-fashioned way-by word of mouth

                      Please introduce us if you are satisfied with our Services

 

 

 

Tax Efficient Corporate Risk Mitigation Solutions incl. Cash Flow

                                               

604 892-0131

 

 

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