SUCCESS THAT SPANS GENERATIONS

About Fleury Financial

Expert life insurance advice and wealth management services for over 45 years

Since 1970, Fleury Financial has been offering knowledgeable life insurance advice and wealth management services to generations of families and businesses across Toronto. The company was originally founded by Herb Fleury to provide local residents a hands-on and customized financial alternative to big bank services. Today, with Herb’s son, Ryan, now on board bringing his market-tested insights and new-school analytics to the Fleury team, the financial services firm offers unsurpassed portfolio stewardship to clients both rich in life experiences, and rich in youth.

Whatever your life stage, here are some of the ways we can help you map out a secure and confident future:

Personal/family life insurance advice and wealth management services

  • Saving for the future at minimal cost and with minimal reduction of cash flow
  • Estate planning such as the logical transfer of assets through liquidity
  • Wealth management strategies including RRSPs, TFSAs and more – to create retirement income by utilising segregated funds

Business insurance, corporate group insurance plans and more

  • Business protection such as fund buy/sell agreements, key-man and stock redemption plans through insurance
  • Executive benefits/retirement planning to create retention and motivation
  • Cost/benefit analysis of both existing life insurance policies and new coverage
  • Evaluating contractual guarantees of life and disability insurance policies
  • Minimizing taxes by using tax-favoured vehicles

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