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Ankit Patel (M.Comm)
Licensed Insurance Professional
About Ankit Patel
Turning Financial Chaos into Strategic Wealth Systems
I help individuals, families, and business owners turn uncertainty into clarity — building financial systems that protect, grow, and sustain wealth through insurance, investments, and strategic planning.
For over a half of decade, I’ve guided clients to make smarter financial choices, not through sales tactics — but through structure, education, and measurable results.
At my financial brokerage, we integrate insurance planning, investment diversification, and tax-efficient strategies into one cohesive roadmap — designed to protect your present and build your future.
🌐 What I Do
=> Financial Planning & Wealth Strategy: Creating custom blueprints that align protection, investment, and tax goals.
=> Insurance Solutions: Term, Whole, and Universal Life; Critical Illness; Disability; and Health coverage — all tailored for maximum return and flexibility.
=> Investment & Retirement Planning: RRSP, TFSA, FHSA, and Segregated Fund strategies built for growth and guaranteed protection.
=> Business Owner Solutions: Key Person coverage, Buy-Sell funding, Employee benefits, and business continuity planning.
=> Estate & Legacy Planning: Tax-efficient wealth transfer solutions ensuring your legacy lives on — not lost to taxation or mismanagement.
=> Financial Coaching & Mentorship: Empowering individuals and advisors through programs like Legendary Coaching & Mentoring, integrating mindset, money, and mastery.
📊 Results That Matter
✅ Clients have improved financial efficiency by 20–40% within the first year.
✅ Protected millions in family and business assets.
✅ Recruited and developed high-performing advisors through Work-Integrated Learning (WIL).
✅ Built referral ecosystems connecting Realtors, Accountants, and Legal Professionals for mutual growth.
🌟 Why Clients Choose Me
✅Holistic, results-based financial strategy.
✅Multi-carrier access and unbiased recommendations.
✅Deep expertise in insurance, investments, and business finance.
✅Transparent, educational, and forward-thinking approach.
📩 Let’s build your financial system, not just a portfolio.
👉 Let's Connect!!!
Our Services
Achieve financial security and peace of mind with our comprehensive, expert-driven approach tailored to your unique needs. We provide personalized solutions that empower you to reach your financial goals, protect your assets, and ensure a prosperous future for you and your family
Retirement Solutions
Secure your future with our comprehensive retirement planning services. We help you build a solid financial foundation, ensuring peace of mind and a comfortable lifestyle in your golden years. Our expert advisors tailor strategies to meet your unique goals, maximizing savings and minimizing risks.
Start planning your dream retirement today.
Insurance Solutions
Secure your future with our comprehensive insurance protection plans. We offer tailored coverage to safeguard your health, property, and loved ones. Enjoy peace of mind knowing you're protected against life's uncertainties. Trust us to provide reliable and affordable insurance solutions designed to meet your unique needs.
Get covered today.
Wealth Building & Legacy Solutions
Unlock your financial potential with our Wealth Building & Preservation services. We provide expert guidance to help you grow and protect your assets, ensuring a secure future. From personalized investment strategies to estate planning, we are dedicated to your long-term financial success.
Start building your wealth with confidence today.
Wealthy Child Solutions
Secure your child's future with our Education Plan RESP. Invest today for tax-free growth and government grants, ensuring your child’s educational success. With flexible contribution options and expert guidance, we help you maximize your savings and provide a brighter tomorrow. Start your journey to a better education today!
And with Whole Life Insurance plan, learn how you can set everything for your children's need for life!
