About Zohar Financial
Comprehensive and practical financial advice for all life stages
Financial planning
Estate planning
Investments
Insurance
Group benefits
We offer a range of policies for individuals, families, & businesses
Providing Coverage for All Aspects of life
Analysis – Client’s current situation, analyzing financial status covering: budget, cash flow, net worth, and investment profile.
Planning – Goal based planning for retirement, next generation education, major purchases, financial growth, and estate planning.
Securing – Needs based protection for the future generation, your income, yourself, business buy sell strategies, long term care, health, travel, and fraud protection.
Group benefits – Provide group plans services from major Canadian providers.
Our Mission
Provide comprehensive financial advice to individuals, families, and business.
Securing our clients financial wellbeing by analyzing, planning and execution of their unique financial needs.
Our Vision
Help anyone with their financial a financial security plan and fulfillment.
Coverage provided
Clients advised to
Providers
Free Instant Life insurance Quotes
Get an instant free life insurance quote.
What We Offer
Our service finds the best financial products for your needs and goals
General Insurance Policies
Life, Disability, Critical Illness, Health, Travel, Fraud, and Group benefits.
Premium Customer Service
We pride ourselves on providing state of the art customer service to all our clients
Customized Plans
we tailor each plan based on our client unique needs analysis.
Fraud Detection & Warnings
Proactive identity theft and credit management service
Online Policy and Investment Management
All our providers provide digital access to manage your policies and investments
Low Rates & Best Quality
We provide fiduciary advice. As such you search for the best rates for your financial products based on your needs
Our Experts Advisors
David Zohar
Financial Security Advisor | Group insurance plans | Investment representative
David provide his clients with financial security answers for all of life’s stages. Whether your financial goals include buying a home, paying for a child’s education, building a successful business, or retiring comfortably, David can help you get there.
David’s career spans across multiple business disciplines including financial services, general management, sales, marketing, professional services, engineering, and operations. His knowledge coupled with his strategic management experience enables him to simplify complex problems and provide solutions to achieve goals.
Some of the companies David worked for are: Freedom 55 Financial, Microsoft, Excel Data (CompuCom), Interwise (AT&T), and others.
David holds a Bachelor of Arts in Economics and Management and an Associate Degree in Aviation Technology. He loves motorcycles and boats, but most of all he loves his family and helping others.
Put You & Your Family in Good Hands
Get In Touch
Have a question, need advice, or need a financial product. Send us your question and we will help you find the right answer to your case.
