Insurance & Financial Education for Individuals and Incorporated Professionals

Helping Canadians Protect What Matters and Plan for What's Next

ProSight Financial Group helps individuals, families, incorporated professionals, and business owners understand insurance and corporate planning strategies in clear, practical language.

Whether you are protecting your income, building long-term estate value, or exploring corporate-owned insurance, we help you make informed decisions with no pressure and no obligation.

Book a Complimentary Strategy Session Explore Our Services

✔ Education-first

✔ Licensed insurance guidance

✔ No obligation

About Us

A Different Kind of
Financial Education Conversation

Many financial conversations focus on investments, registered plans, and retirement projections. But protecting your income, your family, and your business is also an important part of a strong financial foundation.

At ProSight Financial Group, we work with individuals, families, incorporated professionals, and business owners who want to better understand their insurance options and how coverage may support their personal and corporate planning needs.

We support clients at different stages of life and business growth, including physicians, dentists, lawyers, engineers, entrepreneurs, and families looking for clear guidance around financial protection.

Our approach is simple: we explain insurance concepts in clear, practical language so you can make informed decisions based on your needs, goals, budget, and stage of life.

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Personal & Incorporated Professionals Served

Clients across Canada who trust our personal and corporate insurance education

Years of Experience

Supporting individuals and incorporated professionals with insurance and Financial Education guidance

Strategy Sessions Completed

Complimentary consultations with no obligation

Carrier Illustrations Produced

From Canada's leading Tier-1 insurance providers

Who We Serve

Personalized Guidance for Every Stage of Life and Business

Individuals & Families

We work with individuals and families to help them better understand insurance and financial protection options — including life insurance, critical illness, income protection, estate protection. Our goal is to make these conversations clear, practical, and tailored to your personal circumstances.

Incorporated Professionals

For physicians, dentists, lawyers, engineers, and other incorporated professionals, we provide education-focused discussions around corporate insurance strategies — including the Immediate Financing Arrangement — to help you better understand how these structures may support your long-term financial goals.

Business Owners & Entrepreneurs

We work with business owners and entrepreneurs to explore insurance concepts and protection strategies relevant to their corporate structure — including key person coverage, buy-sell planning considerations, and corporate insurance strategies designed to support business continuity and long-term financial security.

Every conversation begins with your situation. We aim to provide clear, educational guidance so you can make informed decisions — and we encourage clients to consult with their accountant, lawyer, and other professional advisors regarding tax and legal matters.

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Our Signature Strategy

For Incorporated Physicians and Business Owners Turn Retained Earnings Into a Planning Advantage

For the right client, strategies such as an Immediate Financing Arrangement may allow your corporation to fund a permanent life insurance policy, assign the policy as collateral, and borrow back a portion of the premiums.

This is an advanced strategy and is not suitable for everyone. The first step is a simple fit conversation.

See If Your Corporation Qualifies

If you have surplus funds inside your corporation, you may be wondering how to use that money more strategically.
Corporate-owned insurance may help you:

Protect your family

Create long-term estate value

Preserve access to capital

Support business continuity

Reduce future estate liquidity concerns

Create potential Capital Dividend Account value at death

"Your corporation pays the premium. The lender issues line of credit. You keep both the insurance and your capital — while two legislated tax deductions reduce your real annual cost."

Tailored Services

Our Insurance & Financial Education Services

We offer a focused range of insurance and Financial Education discussions designed for individuals, families, and incorporated professionals. Each conversation is education-first — explained in plain language, with no obligation.

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Life Insurance & Family Protection

Corporate-Owned Insurance Strategies

Critical Illness & Disability Income Protection

Estate Protection Planning

Permanent Insurance & Cash Value Planning

Client Perspectives

What Our
Clients Say

ProSight took the time to explain insurance concepts I had never fully understood. The conversation was clear, educational, and never felt like a sales pitch. I left the session with a much better understanding of my options.

Feyi, Ontario

As an incorporated professional, I had questions about corporate insurance guidance that my accountant couldn't fully answer. ProSight walked me through the options in plain language and helped me understand how different structures might work for my situation.

Dr Wilfred, Alberta

I appreciated that they were upfront about what they could and couldn't help with. They focused on insurance planning, explained the concepts clearly, and encouraged me to involve my accountant in the tax-related decisions. That kind of transparency built real trust.

Stephen, Manitoba

How We Work

Education First.
Guidance Always.

The Initial Conversation

Every engagement begins with your situation — your personal or corporate circumstances, your current coverage, and what you are trying to understand or accomplish. We listen before we discuss any strategy or insurance concept.

Reviewing Your Options

Based on what we learn, we walk through the insurance concepts most relevant to your situation. Where carrier illustrations are involved, we review them directly from the carrier-provided materials so you can clearly understand the assumptions and considerations.

Personalized Guidance

We explain relevant options in plain language — including how different insurance structures may work, what they cost, and what they are designed to accomplish. We aim to give you a clearer picture of what is available so you can make an informed decision.

Ongoing Support

Our relationship with clients doesn't end at the initial conversation. We remain available to answer questions, review coverage as your circumstances change, and continue providing educational support over the long term.

Financial Partners – Canada and US

Since 1923 with strong roots in Insurance and investments

100+ years of legacy, part of Aegon Group

Over 200 years, Canada's oldest bank, built on trust

Fortune 100 company with over 90 years of service

Since 1892 Canada-born, publicly traded, financially solid

Established in 1868, serving millions with stability

Founded in 1920. Mutually owned, focused on long term value

One of the largest US Insurance firms

135+ years, one of Canada's most trusted financial giants

Advanced Markets Solutions for tailored financial strategies

Since 1923 with strong roots in insurance and investment

Get Started Today

Ready to Start the Conversation?

Whether you are an individual looking to better understand your insurance options, or an incorporated professional exploring corporate insurance strategies, we are here to help. Book a complimentary session and let's talk through your situation in plain language.

Book a Strategy Session

Complimentary · No obligation · Education-first