Solutions based planning for small to medium size businesses and professionals.

We have a dedicated team to put all the puzzle pieces together.

Our clients are our first priority.

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One of Ottawa’s leading independent professional financial planning firms

We provide integrated estate planning services focused exclusively for business owners as well as professionals. Estate planning can be seen as planning for one’s death however in reality it focuses primarily on planning while you are alive. TK Financial Group has earned the right to be recognized as one of the leading firms and is independently owned Canadian corporation. Our objective is to see the world through your eyes and only then begin the joint planning process.

 

Our Senior Advisory Team:

Milan Topolovec

B.A., TEP®, CLU®, CHS®, RCIS®
Founder

Connect with Milan

Read Bio

I moved from Croatia with my parents and after two years in our new country we were in a car accident when I became an orphan.

Upon graduation from the University of Ottawa I was drafted to play in the Canadian Football League. Over my career I have also coached community sports as well university football.

Being a strong believer that relationships with our clients begins with having their most profound interests at heart and seeing the world through their eyes.

Professionally, I have found a common problem with business owners and professionals. I noticed that decisions are made without integration and mistakes are often costly. Business owners sometimes put business needs in front of personal needs and family needs. Inner Orbis assists business owners/professionals to create their customized plan.

My career and business began without mentors. My advisors were not top notch and I did not know who to turn to for help which cost me, my family and my business. This is my “WHY” and my motivation for serving the people I do.

We have uncovered millions of dollars of undue tax liabilities as a result of poor business structure and sub-optimal or limited estate planning. Unfortunately, often business decisions are made one at a time rather then having collective input from all the professionals sitting at the same table. We bring to our clients the right person for the right job.

TK Financial Group provides integrated financial solutions to business owners as well professionals. With our patented process the “TK Insurance Audit” our clients have saved hundreds of thousands of dollars in yearly premiums as well unnecessary taxes. When securing insurance coverages we work with leading insurance companies and their senior underwriters to get you the very best insurance offers.

With collaborative discovery we identify all possible options for your estate planning, business planning and integrated insurance planning.

Why do our clients chose us?
– We bring together all the professional to work with YOU in joint meetings to create your plan.
– You will work with skilled professionals that will assist you to navigate through various planning strategies with time tested experience.
– We help you plan for big events , such as selling your business. You may have children in the business and other children that are not.
– We advise families across generations.
– Insurance audit provides tax opportunities, premium savings and confirms your coverage.

Trust in your tomorrows.

Catherine Pierre

Executive Associate, TK Insurance Inc, a division of TK Financial Group

Connect with Catherine

Insurance

Not all Life Insurance products are equal among the variety of Life Insurance options, and most importantly each Life Insurance company has its own Life Insurance product portfolio. We at TK Insurance represent products from 18 leading Life Insurance carriers and by doing so we secure the best Life Insurance product to meet your planning needs.

Corporate and Professional Clients

Life Insurance
Critical Illness Insurance
Executive/Professional Disability
Long Term Care

TK Financial Group provides integrated life insurance solutions to meet the needs of business owners and professionals. We are independent advisors representing 18 insurers which allow us to present you with cost effective products from leading insurers.

 

Investments

We connect your professional world with your personal world hand in hand. They both affect what you do and we are here to help. It’s not just about making sure you pick the right funds for your portfolio. It’s about you and what you want out of life and retirement. TK focuses on providing a comprehensive holistic financial plan for your family’s future that will make sure you are protected.

 
 

Investments

We connect your professional world with your personal world hand in hand. They both affect what you do and we are here to help. It’s not just about making sure you pick the right funds for your portfolio. It’s about you and what you want out of life and retirement. TK focuses on providing a comprehensive holistic financial plan for your family’s future that will make sure you are protected.

Consulting

The TK Insurance Audit is a Life Insurance service that closely examines your existing Life Insurance contracts, summarizes the findings in a detailed report and provides you with valuable Life Insurance recommendations which can be utilized to make informed decisions. Further planning is available from our consulting company Inner Orbis Inc. Visit innerorbis.ca »

 

Testimonials from our Clients

Michael Curran

We are known in the business and professional community for providing value added services beyond an insurance or financial solution. On a regular basis, those that work with us will tell you, we are connecting them to improve their revenue and business opportunities.

Richard Labbé

We have enjoyed a long relationship with Richard which began on a personal level and extended to the business services we provide: Key Person coverage, Employee Benefits and Shareholder Funding. As you may know, Richard in early years used himself to demonstrate bomb blast protective suits. Through our connection, we were able to facilitate from start to even translating a presentation at Ministry of Defence in Croatia, which resulted in a sale for Med-Eng

Dr Patrick & Diana Murphy

Working with Dr. Patrick and Diana Murphy started off as a TK Insurance Audit. As we engaged it became clear that our planning services will be of value. Working with them has been enjoyable as they quickly realized we were in their corner and not looking for a quick sale. Taking care of them, their family and their professional practice.