Why Choose Right Place Financial?

Trusted Canadian Expertise

Right Place Financial Inc. is your trusted Canadian partner for Life, Health & Travel Insurance, Investment Planning, and Tax & Accounting Services.Here’s why clients choose us:

Comprehensive Services Under One Roof

From Life Insurance (Term, Whole, Universal) to Health, Travel, FHSA, RRSP, TFSA, Investments, and Corporate & Personal Tax & Accounting, we cover all your financial needs in one place.

Client-Focused Approach

Every recommendation is customized, not generic. We take the time to understand your unique situation before suggesting any plan.

Expert Guidance You Can Trust

Our certified professionals provide personalized advice, ensuring your financial decisions—whether it's insurance, investments, or tax planning—are tailored to your goals.

Transparent & Easy-to-Understand Solutions

Complex financial products are explained clearly, with examples, benefits, and tools like calculators to help you make informed decisions.

Interactive Tools & Calculators

Use our calculators for Life Insurance, RRSP, TFSA, FHSA, Travel Insurance, and Tax Estimations to plan your financial future with confidence.

Peace of Mind

Protect your family, health, investments, business, and finances with our carefully designed plans—giving you financial security and freedom.

Our Services

Insurance, Investments & Planning

Life Insurance

Term, Whole, Universal, Corporate

Health & Critical Illness

Disability, Group Plans, Critical Illness

Travel Insurance

Travel, Super Visa, Visitor Insurance

Investment Planning

RRSP, TFSA, FHSA, RESP, Corporate Investments

Tax & Accounting

Personal & Corporate Filing, Payroll, CRA Audit Support
Our Approach

Step Into Strategic Business Excellence

01

Understand Your Goals

02

Tailored Strategies

03

Transparent Advice

04

Ongoing Support

Testimonials

What Client Say About Right Place Financial

Excellent services!! Extremely knowledgeable. From our first meeting to plan execution in terms of investing money through various accounts, Right Place Financial Inc. was professional, responsive, and genuinely caring. Their recommendations were tailored to my goals, not a generic package. Very happy with the results

Kishan Amin

Right Place Financial Inc. did an outstanding job handling my tax return with CRA. They were very organized, professional, and made the whole process smooth and stress-free. Every detail was carefully reviewed, and they explained everything clearly. I truly appreciate their efficiency and the quality of their work. Highly recommend them to anyone looking for reliable and trustworthy financial or tax services!

Nikunj Radadiya

Best place to get financial advice, taxes, and all other necessary advice needed for financial needs

Kautul Patel

I always appreciate the expertise and advice.Taxes are prepared accurately even with latest changes to the tax code. Thank you

Nirmal Patel
Tools & Resources

Plan with Confidence

Investment calculators, tax tools, and info request forms

Free guides on insurance, investments, and financial planning

Are you interested in joining our Team?