Helping you choose the financial path that's right for you

At Intrepid Financial Solutions Inc., we offer sound insurance and investment advice to individuals and businesses.

Was COVID-19 a Financial and Health eye opener to you?

With a comprehensive Financial Plan, we can help you feel prepared and confident.  Some key area’s that are included in your comprehensive financial plan include:

  • Cash Flow and Budgeting
  • Building a Liquid Reserve with 3-6 months worth of expenses
  • Goal Definition and Prioritization
  • Protecting your family or business through death, disability or major health changes
  • Estate Planning
  • Credit Financing
  • Plan Focussed Portfolio Design and Savings Plans

If you would like to better understand how this could help you, please feel free to reach out for a consultation.  We are here to help, when you are ready.

Post written by: Tony Leith