Regulatory Compliance & Disclaimers
Licensing & Regulation: Anurag Nayak is licensed to provide insurance and investment services in Canada. We are regulated by provincial insurance councils and comply with all applicable Canadian financial services regulations.
Important Disclaimers:
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Insurance products are underwritten by licensed Canadian insurers. Policy terms, conditions, and availability vary by province.
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Investment returns are not guaranteed and may fluctuate. Past performance does not guarantee future results.
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This website provides general information only and should not be construed as personalized financial advice.
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All insurance and investment recommendations are subject to individual underwriting and suitability requirements.
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RESP, FHSA, RRSP, and TFSA contribution limits and eligibility requirements apply as per CRA guidelines.
Privacy Protection: We are committed to protecting your personal information in accordance with Canadian privacy legislation including PIPEDA. Your information is never sold or shared with third parties without your consent.
Complaints Process: If you have concerns about our services, please contact us directly. If not resolved, you may contact your provincial insurance regulator or the Ombudsman for Banking Services and Investments (OBSI).
Website designed for Canadian residents only. Products and services may vary by province.
Vision
In today’s world, protecting your family’s future is more important than ever. My mission is simple — to help create a safety net for families when life takes an unexpected turn. I know how much your loved ones mean to you, and I’m here to help you safeguard what matters most.
Join me for a friendly, no-pressure information session where you can explore your options, ask questions, and get guidance tailored to your needs. Let’s work together to make sure your family is ready for whatever comes their way.
Why us?
Our priority is all about you — understanding your needs, helping you make informed choices, and supporting you every step of the way.
We focus on building genuine relationships, offering honest advice, and adjusting your financial strategy as your life evolves. It’s not just about products; it’s about making sure you feel confident and cared for in every decision you make.
Here’s what you can expect:
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Licensed insurance advisor with solid knowledge of the Canadian market
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Thorough needs analysis with personalized recommendations
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Access to top-rated insurance and investment providers
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Regular portfolio reviews and ongoing guidance
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A free, no-obligation consultation to get started
I’m here to stand beside you — not just today, but for the long run.
Our Services
Providing comprehensive, transparent, and personalized
financial guidance to Canadians.
Life Insurance
Term and permanent life insurance solutions to protect your loved ones. We'll help you choose the right coverage amount and term to fit your budget and needs.
Critical Illness Insurance
Financial protection against major illnesses like cancer, heart attack, and stroke. Receive a lump sum to focus on recovery without financial stress.
Disability Insurance
Replace your income if you're unable to work due to illness or injury. Short-term and long-term disability coverage options available.
Extended Health Insurance
Comprehensive health coverage beyond provincial plans. Includes dental, vision, prescription drugs, and paramedical services.
RESP Planning
Registered Education Savings Plans to fund your child's post-secondary education. Maximize government grants and tax-free growth.
FHSA (First Home Savings Account)
Tax-free savings and withdrawals for your first home purchase. Combine the benefits of RRSP and TFSA in one account.
Investment Solutions
Grow your wealth with tailored investment options like diversified portfolios and segregated funds — offering market growth potential with added protection for you and your family.
Retirement Planning
Plan for a worry-free future with tailored strategies, RRSP, TFSA designed to help you thrive in retirement.
But here’s the thing—if your RRSP or TFSA isn’t keeping up with inflation, it might be time to rethink your investment choices.
Latest Updates
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Ready for a Real Conversation About Your Financial Future?
No pressure. No jargon. Just a friendly chat about where you are now — and where you want to be. Whether you’re curious, have questions, or simply want a second opinion, I’m here to listen and help.
Let’s connect and start a conversation that could make all the difference.