Driven by a passion for excellence and a strong commitment to meeting your financial and insurance needs, we take pride in offering solutions tailored specifically to your unique situation.
Business owners, families, and individuals across Ontario, British Columbia, Alberta, Manitoba, New Brunswick, and Prince Edward Island, providing local support wherever you are.
As the world becomes increasingly complex, you need a firm capable of guiding you toward your goals. That’s why we’re here — to support and empower you every step of the way.
About Us
Next Level Financial’s leadership team brings over a decade of experience in the financial services industry, having built a highly successful brokerage business throughout Canada.
Our Services
Professional Services
Insurance
Our team of Insurance professionals help explore your options to create an insurance program that provides a financial security for your loved ones.
Investment
Our holistic financial planning approach is core to your investment management needs at Max Financial to ensure consistency and inclusivity of advanced investment management tools.
Financial Planning
At Next Level Financial, our financial planning is an end-to-end process to maximize your financial growth while minimizing risk.
Life
Insurance Services
Initial one-on-one consultation, comprehensive Health & Fitness assessments, personalized training program design, tailored Nutrition plan with recipes, and weekly progress reviews.
- Life Insurance
- Critical Illness
- Disability
- Health & Dental
Business
Investment Services
Initial one-on-one consultation, health and fitness assessments, bespoke training program design, custom nutrition plan with recipes, and weekly progress reviews.
- Retirements Plans
- Children's Plan
- Disability
- RRSPs & RIFs
And more
Mortgages
Wealth management
Debt solutions
Debt solutions
Travel insurance
Super visa insurance
Why Choose Us
Personalized Solutions
Expertise & Experience
Comprehensive Services
Local Support Across Canada
Client Testimonials
