Financial Planning & Insurance

Plan your future
with clarity, not jargon.

WestPro Financial Solutions helps families and business owners build a plan for life insurance, retirement, and everyday financial decisions — explained plainly, built around your actual life.

10+ yrsAdvisory experience
LicensedLife & health insurance
1:1Personal planning, no scripts
Retirement Ready
On Track
Coverage Reviewed
Annually
Services

Guidance for every stage of your plan.

Whether you're protecting a young family or preparing to retire, each service starts with a conversation, not a product pitch.

01

Life Insurance

Term, whole, and universal life coverage sized to your family's real needs — not a one-size number.

02

Retirement Planning

RRSP, TFSA, and segregated fund strategies built around when you actually want to stop working.

03

Group Benefits

Employee health, dental, and disability plans for small business owners who want to take care of their team.

04

Critical Illness & Disability

Income protection so an unexpected diagnosis doesn't become a financial crisis on top of a health one.

05

Estate & Legacy Planning

Make sure what you've built passes on the way you intend, with less tax and less friction for your family.

06

Annual Plan Reviews

Life changes — your plan should too. A standing yearly check-in keeps coverage and goals aligned.

About Your Advisor

Financial advice that starts by listening.

WestPro Financial Solutions was founded on a simple idea: people deserve a financial plan they actually understand. No inflated promises, no products you don't need — just a clear-eyed look at where you are and what it takes to get where you're going.

Every client relationship starts with a conversation about your life, not a sales pitch about a product.

Licensed Life Insurance Advisor Segregated Funds Licensed Group Benefits Specialist
Why WestPro

What working together looks like.

1

Plain-language advice

Every recommendation is explained in terms you'd use with a friend, not an actuary.

2

No product pressure

Recommendations are based on your goals first — the right product follows, not the other way around.

3

Ongoing relationship

Plans are reviewed yearly as your life changes — a marriage, a new business, a growing family.

4

Independent guidance

Access to multiple carriers means the plan is built around you, not one company's product lineup.

"I finally understood what my coverage actually meant. WestPro walked me through it like a person, not a policy number."
A. Thompson — Client since 2023
Get In Touch

Let's build your plan.

Book a free, no-obligation call to talk through your goals — or send a message and we'll get back to you within one business day.

Email iby@westprofinancialsolutions.com
Phone (000) 000-0000
Location Serving clients across Western Canada
Book a Free Call