Insurance Planning

Insurance is a meaningful way to protect your family and your business from financial hardship. Getting insured before an emergency strikes is vital, as it can be difficult to make clear-headed decisions about insurance plans during times of crisis. 

How we help

How much do you need?

Determining the appropriate coverage amount is essential to ensure that your loved ones are financially protected and a needs analysis can help you determine this amount.


Choosing the best coverage

As independent advisors, we have the ability to assess all available options in the market and select the best one for your specific needs, ensuring that you receive the most suitable and comprehensive insurance plan.

Peace of Mind

Gain peace of mind when it comes to insurance, and at Numo Financial, we strive to provide our clients with just that.


life insurance

We offer a range of life insurance options, including both term and permanent coverage, to provide peace of mind and financial security for your family’s future. We offer a range of insurance options, including personal and corporate coverage such as Buy-Sell and Key Person insurance.


With Critical Illness coverage, you will have the necessary financial support to take care of yourself, your family and your business in the event of cancer, stroke, or heart attack diagnosis.


We believe that illness or injury should not prevent you from providing for your family. Our plans replace your income and enable you to return to work when you are ready, not just because you need the income.

Our Trusted Companies

We work with leading insurers and investment firms in Canada to create customized packages that meet your specific needs.

“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”

– CM