We are independent.
We help with estate and financial planning and provide strategies to help you accumulate and protect your wealth.
Our goal for each client is to provide them with financial security through tax strategies that build and conserve wealth
through tax-exempt life insurance, and most importantly, give each client a better quality of life.
Over the past three decades, the Canadian insurance marketplace has changed dramatically. There was a time that life insurance was acquired primarily by the family breadwinner to provide a financial cushion for their family or to pay off debts and pay for funeral expenses. However, over the years, other types of needs have arisen which require life insurance. Some examples are the payment of capital gains tax, estate equalization and charitable bequests. On the corporate side, it is to provide funding for buy-sells, share redemption, key person insurance, CDA maximization, insurance to cover loans and a few other strategies which can be extremely beneficial to the corporate business owners and incorporated professionals. Read More
I have consulted Adnan regarding my insurance and financial planning needs for a numbers of years.
The Financial and tax-planning world can be confusing and daunting at times. Adnan has helped me navigate through some complex planning strategies. He is knowledgeable and experienced; takes the time to listen, and has the patience to explain things in a manner that is easy to understand.
He has gained my trust, and I now have my family members consulting him, and I have no hesitation in recommending him to any of my friends and colleagues.”
— Dr. Vino Padayachee, Chair of the Board, Life Stem Genetics
Adnan has been my insurance advisor for over 10 years and I enjoy working with him. Time after time, Adnan has demonstrated a thorough understanding of a variety of insurance solutions and the related tax implications. I appreciate his knowledge and experience with respect to complex insurance planning strategies that can be very helpful to business owners.
I have heard from clients that Adnan’s approach is unique – focusing on their specific situation and then recommending the most appropriate insurance solution. I trust Adnan to do what is in the best interest of his clients. I have full confidence that he will take care of any referrals of clients and friends.
— Trevor Sundbo, Partner, Virtus Group LLP
Adnan and his staff have been a pleasure to work with. They have been extremely helpful to my family and I, with their knowledge and ability to explain the benefits of certain insurance, wealth management and tax planning. We feel very comfortable in continuing our business relationship.
— Ray, Terri and Perry Hilderman
Adnan explains complex tax and insurance models in a clear manner that is easy to understand and I believe that my best interests are always his key focus.
I have nothing but good things to say about Adnan Parwez and Parwez Financial Group. Adnan provides excellent quality service, and has looked after our families’ needs for a long time.
— Bill Wylie, Wylie Farms, Biggar, SK