Rafikifinancial

Rafikifinancial Giving Canadian families financial security-through insurance and investment products.

Acting in your best interest is more than just a duty; it's our commitment to you. We strive to ensure that your Univers...
09/23/2025

Acting in your best interest is more than just a duty; it's our commitment to you. We strive to ensure that your Universal Life Insurance serves a genuine purpose in your financial plan. Let's discuss how we can support your goals!

Selling life insurance? Equip yourself with our Advisor Compliance Checklist. It’s designed to help you assess client ne...
09/23/2025

Selling life insurance? Equip yourself with our Advisor Compliance Checklist. It’s designed to help you assess client needs and ensure transparency. Because every client deserves a trustworthy advisor. Start today!

Selling UL? Ensure your clients can fund it long-term. Let's discuss the best options for their financial future!
09/23/2025

Selling UL? Ensure your clients can fund it long-term. Let's discuss the best options for their financial future!

Keeping accurate documentation and recordkeeping is crucial in insurance. Our team guarantees that all recommendations a...
09/22/2025

Keeping accurate documentation and recordkeeping is crucial in insurance. Our team guarantees that all recommendations and analyses are meticulously documented, ensuring your peace of mind. Choose us for a transparent and trustworthy insurance experience.

Cheaper options exist! Explore term or whole life insurance when UL's investment isn't necessary. We're here to help!
09/22/2025

Cheaper options exist! Explore term or whole life insurance when UL's investment isn't necessary. We're here to help!

Ready to enhance your client relationships? Use our Advisor Compliance Checklist to ensure you cover all bases in the li...
09/22/2025

Ready to enhance your client relationships? Use our Advisor Compliance Checklist to ensure you cover all bases in the life insurance process. A well-informed client is a happy client. Let's build that trust!

Are you aware of the necessary disclosure requirements for Universal Life Insurance? Our expert advisors provide detaile...
09/21/2025

Are you aware of the necessary disclosure requirements for Universal Life Insurance? Our expert advisors provide detailed product illustrations and written explanations to help you make informed decisions. Let us assist you in navigating your financial journey!

Document your legacy goals! Understanding tax implications is key to your financial success. Reach out for clarity.
09/21/2025

Document your legacy goals! Understanding tax implications is key to your financial success. Reach out for clarity.

Life insurance can be complex, but we simplify it for you. Our Advisor Compliance Checklist covers everything from risk ...
09/21/2025

Life insurance can be complex, but we simplify it for you. Our Advisor Compliance Checklist covers everything from risk tolerance to policy illustrations. Help your clients make informed decisions and protect their future!

Is your life insurance process compliant? Our comprehensive checklist ensures you cover every important aspect, includin...
09/20/2025

Is your life insurance process compliant? Our comprehensive checklist ensures you cover every important aspect, including disclosure of fees and beneficiary discussions. Let’s keep your clients informed and secure!

The Fair Treatment of Customers is our top priority. We ensure that every aspect of Universal Life Insurance, from costs...
09/20/2025

The Fair Treatment of Customers is our top priority. We ensure that every aspect of Universal Life Insurance, from costs to investment options, is clearly communicated. Trust us to guide you through this lifelong commitment. Reach out for more information!

Know the differences! UL is not a substitute for RESP or TFSA. Let us simplify it for you.
09/20/2025

Know the differences! UL is not a substitute for RESP or TFSA. Let us simplify it for you.

Address

5-1786 BATH Road
Kingston, ON
K7M4Y2

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Website

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