Insurance Services
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Health, Dental & Drug Insurance
- Super Visa & Visitor Insurance
- Funeral Insurance
Building Financial Foundations That Grow With You
People-first advice. Education over pressure. Protection and prosperity for every stage of life.
5+
Years of Experience
LLQP
Certified Professional
15+
Financial Solutions
100%
Client-Focused
Comprehensive Financial Services Across Canada
Investment Services
- Retirement Savings Plan (RRSP)
- Tax Free Savings Account (TFSA)
- First Home Savings Account (FHSA)
- Registered Education Plan (RESP)
- Pension Plans
- Non-Registered Investments
Referral Services
- Mortgage Referral
- Savings, Chequing & Credit Accounts
- Debt Management (DebtMedic)
Our Trusted Product Partners
We work with Canada's leading insurance and financial providers to bring you the best solutions.
A Different Approach to Financial Planning
People-First Philosophy
I don't start with products - I start with understanding you, your goals, and your unique situation.
Education & Transparency
Every strategy is explained in simple terms, so you always know why something is being recommended.
Long-Term Relationships
I build solutions that grow with you and adapt as your life changes - not quick fixes.
No Pressure, Just Confidence
You should feel informed and empowered, never pressured into decisions you don't understand.
What Our Clients Say
Romieo took the time to really understand our situation as new parents. He didn't push products - he educated us about our options and helped us build a plan that protects our family without breaking our budget. We finally feel secure about our children's future.
Sarah & Michael Chen
Young Family, Toronto
As a self-employed consultant, I was overwhelmed trying to figure out RRSPs, TFSAs, and insurance on my own. Romieo explained everything in plain English and created a strategy that reduces my taxes while building my retirement savings. Best financial decision I've made!
Priya Patel
Self-Employed Professional, Mississauga
I've worked with financial advisors before, but Romieo is different. No pressure, no jargon - just honest advice tailored to my business and family needs. His mortgage and debt management referrals saved me thousands. Highly recommend!
James Robertson
Small Business Owner, Brampton
We needed Super Visa insurance for my parents visiting from Colombia. Romieo not only found us the best coverage but also helped us set up RESPs for our kids' education. He treats us like family, not just clients. Truly grateful!
Maria & Carlos Rodriguez
Parents & Grandparents, Oakville
Get in Touch
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