
Let us help you make a plan.
SERVICES
How can we help?

Life & Health Insurance
- Term Life Insurance
- Permanent Life Insurance
- Universal Life Insurance
- Disability Insurance
- Critical Illness
- Individual Health & Dental coverage – Buy Online (Manulife)
- Travel Insurance – Buy Online (Tugo)
- Travel Insurance – Buy Online (Manulife)
- Travel Insurance – Buy Online (Ontario Blue Cross)
Employee (Group) Benefits
- Health & Dental
- Prescription Drug Coverage
- Life Insurance
- Critical Illness
- Disability Insurance
- Group RRSP/DPSP/Pension
- Health Spending Accounts
Savings & Investments
- RRSP/RIF/LIRA (Registered Retirement Savings Accounts)
- TFSA (Tax-Free Savings Account)
- RESP (Registered Education Savings Plans)
- FHSA (First Home Savings Account)
- Segregated Funds
- Annuities

ABOUT US
What is Make A Plan Financial?
Make A Plan Financial is a family-run business with over 40 years of insurance and investment experience.
Serving Ontario and British Columbia, we take the time to get to know our clients so that we can make personalized recommendations that meet their unique requirements.
Our advisors, Andy and Emily have the knowledge and connections to find the right products to protect what is most important and to help you reach your financial goals.