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. After only two years in Canada, we were in a car accident and I was orphaned. Upon graduating from University of Ottawa, I was drafted to play in the Canadian Football League. Coaching university football and various community sports has been a passion of mine for over fifteen years.

We assist people in areas of estate planning, business planning and integrated insurance planning. We find common problems that business owners and professionals face that we address.

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 with clients.We bring clients existing advisors and invite specialists when required to work with us collaboratively.

David Mason, a 𝐬𝐞𝐧𝐢𝐨𝐫 𝐭𝐚𝐱 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭, shared: “𝑰 𝒉𝒂𝒗𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝑴𝒊𝒍𝒂𝒏 𝒇𝒐𝒓 𝒂 𝒏𝒖𝒎𝒃𝒆𝒓 𝒐𝒇 𝒚𝒆𝒂𝒓𝒔. 𝑯𝒆 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒊𝒔𝒔𝒖𝒆𝒔 𝒇𝒂𝒄𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒐𝒘𝒏𝒆𝒓𝒔 𝒂𝒏𝒅 𝒅𝒆𝒗𝒆𝒍𝒐𝒑𝒔 𝒄𝒓𝒆𝒂𝒕𝒊𝒗𝒆 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔 𝒕𝒐 𝒉𝒆𝒍𝒑 𝒕𝒉𝒆𝒎. 𝑴𝒊𝒍𝒂𝒏 𝒘𝒐𝒓𝒌𝒔 𝒄𝒍𝒐𝒔𝒆𝒍𝒚 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒄𝒍𝒊𝒆𝒏𝒕’𝒔 𝒐𝒕𝒉𝒆𝒓 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍 𝒂𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒂𝒏𝒅 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒏𝒔𝒊𝒅𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 𝒂𝒓𝒐𝒖𝒏𝒅 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒊𝒐𝒏, 𝒕𝒂𝒙 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈, 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝒊𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆.”

With our patented process, ”TK Insurance Audit”, clients have saved hundreds of thousands of dollars in yearly premiums. We saved them from paying unnecessary taxes. We work with leading insurance companies as well their most senior underwriters to get our clients the very best offer for their desired coverage.

We consistently identify the finest options for our clients in estate planning, business planning and integrated insurance planning:

➡️ Advising families across generations is what we specialize in.

➡️ We help our clients eliminate tax, build wealth and leave a legacy.

➡️ Our clients work with skilled professionals from their team and other specialists we bring to joint meetings who will assist them to navigate through a variety of planning strategies with optimal and time tested results.

➡️ Our insurance audits have provided clients with tax savings, premium savings, identified what is currently in place and provided better alternatives.

My calling is to give you clarity and then go accomplish.

Milan Topolovec

Catherine Pierre

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.

Mary MacKinnon

Insurance litigation lawyer, Mary McKinnon, who had a personal claim. She speaks about the distinct service TK Financial provided her. Mary did not have to deal with the insurance claim, everything was done for her by TK Financial Group.
When you have a critical illness, executive/professional disability and life insurance claim who will take care of you?