Welcome to Levine Financial Group, a leading provider of financial, estate, investment and tax planning solutions for Physicians and their families. We pride ourselves on exceeding our clients’ expectations with our high level of service, knowledge and integrity. We act as your trusted partner to understand your needs and to develop and implement a strategy that evolves with you.
We work with Physicians and their families
With over 3500 Physicians as clients, Levine Financial Group has an excellent understanding of the financial and insurance issues that Physicians and their families face. We created the majority of discounts that physicians enjoy in the marketplace today. We are known for Saving Physicians money on their insurance.
Our priority is to understand your goals, objectives, risk tolerance and time horizon. Our team of professionals will evaluate your financial position and insurance objectives in order to develop a customized program to meet your individual needs.
Ongoing advice and consultation ensures that your investment strategy evolves over time. Being an independent firm allows us to offer you the freedom to choose from thousands of investment products and managers that have performed well in both positive and negative markets.
Critical Illness, Disability, Term, Universal, Whole life and Long Term Care Insurance
Our extensive experience in the insurance industry allows us to select the most competitive products offered to satisfy your insurance needs. We work with tier one insurance companies including BMO, Canada Life, Industrial Alliance, Manulife Financial, RBC Insurance and Sun Life Financial. Our 40+ years of experience in the insurance industry allows us to select the most competitive products and we seek out the best possible plans based on a criteria of cost, quality and benefits.
Retirement and Estate Planning
At retirement, our investment professionals will assist in helping you evaluate your retirement options which may include an Annuity, Registered Retirement Income Fund (RRIF), Life Income Fund (LIF) or Systematic Withdrawal Plan (SWP). We will also help you structure your investment and insurance portfolio for optimum tax efficiency and preservation of your assets and estate.
Our Environmental Policy
Levine Financial Group takes environmental issues seriously. In 2009 we dedicated a team to making our office paperless. Client files are scanned and stored electronically. We have dual servers with offsite data storage. By going paperless, we cut down on our paper, printer and toner use – which in turn helps save trees.