Optimizing the Net Worth of Successful Entrepreneurs and Families.

How We Can Help

Bespoke insurance solutions expertly crafted to safeguard wealth, protect assets, and secure legacies.

With almost $14B of life insurance under management and $3B+ of insurance financing facilitated per year, we are the most sophisticated insurance brokerage in Canada.

STRATEGIC ADVISORY

Custom life insurance solutions. Tailored to our client’s financial goals.

LIFE INSURANCE SOLUTIONS

Our team of experts work with your advisors to guide strategies and solutions.

About Us

With a 20-year history and a team of experienced professionals, we collaborate with our clients and their advisors to provide ideas, strategies, and solutions to complex financial problems.

When you work with The Targeted Strategies Group, you’re gaining the support of a team with decades of hands-on experience. Fully transparent and accountable, we work to help our clients achieve their wealth and legacy goals.

about
info@targetedstrategies.com