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. With only two years in Canada, we were in a car accident and 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’ve coached community sports as well university football.

I am a strong believer that relationships with our clients begin with having their most profound interests at heart. I see the world through their eyes.

Professionally, I have found a common problem with S/M/L family business owners and professionals. I noted that decisions are made without integration and mistakes are often costly. Business owners at times put business needs ahead of personal/ family needs. Inner Orbis assists business owners/professionals in crafting their customized plan.

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

We have uncovered millions of dollars of undue tax liabilities, as a result of poor business structure and sub-optimal estate planning. Unfortunately, business decisions are often made one at a time rather than gaining vital input from all the professionals seated at the same table as you. We couple our clients with the right person for the right job.

TK Financial Group provides integrated financial solutions to family 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 the finest options for your estate planning, business planning and integrated insurance planning.

– We bring together all the best professionals to work with YOU jointly in meetings to create your plan.
– You will work with skilled professionals who will assist you to navigate through a variety of planning strategies with optimal, time tested results.
– We help you plan for big events , such as selling your business. You may have children in the business and children who are not.
– We advise families across generations.
– Our insurance audits provide tax opportunities and premium savings that expertly confirm your coverage.

We assist you in making the smartest decisions in your business vertical.

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.