We Proudly Make Dreams Come True
With over 49 years of combined experience, we’ve helped hundreds of customers’ dreams come true. Now it’s your time.
Here’s How We Can Help You
We are an experienced team of independent financial security advisors who deal with Canada’s leading life insurance companies. There is a major advantage in dealing with an independent advisor in that he does not work for a particular life insurance company nor is he limited to offer only the products from one supplier. He works for you! No matter what stage of life you are in, from the purchase of you first home to your full retirement & estate planning, Cloran Financial Planning offers a personalized solution
Investments
Whatever your stage in life, we can help you feel financially secure and help you building your wealth.
Life Insurance, Disability & Critical Illness
Our wide range of insurance products are supported by the most effective, value-added services on the market.
Retirement Planning
Retirement planning is one of our specialties and we offer a wide range of retirement products.
Estate Planning
With that process, you will feel confident knowing that your loved ones are taken care of.
Wealth Management
With our advisors, you can expect a high end level of service to manage your wealth.
Private Wealth Management
With 130 years of experience and $1 trillion in assets, we offer luxurious financial services.
Banking Services
Manulife offers a range of deposit accounts from which you can choose one that suits you.
Over 49 Years of Successful Practice!
We are an experienced team of independent financial security advisors who deal with Canada’s leading life insurance companies. There is a major advantage in dealing with an independent advisor in that he does not work for a particular life insurance company nor is he limited to offer only the products from one supplier. He works for you! No matter what stage of life you are in, from the purchase of you first home to your full retirement & estate planning, Cloran Financial Planning offers a personalized solution.
We’re proudly helping our clients get the best they deserve.
Grant has been amazing for my financial solutions and growth. Thank you for being always there, would recommend at anytime!
I was very impressed by the quality of work done and it was a pleasure to deal with someone who is so responsive to customer needs. His many years of experience have provided him with valuable ideas that others have never mentioned to me! I have had no hesitations in recommending Ross to my family and business acquaintances.
As a retired senior vice-president at Bell Mobility, responsible for the eastern region operation including acquisitions and mergers, I have always paid a great deal of attention to financial details… so does Ross! In addition, he provided me with all the information I required to make a sound decision by introducing me to his elite tax and estate planning team.