Founded and led by President Shawna McCrea, Balance Financial is a Canadian financial services company focused on providing holistic and unbiased financial planning. The firm's mission is to build long-term relationships with clients by understanding their unique goals and creating tailored strategies. Their core services include life, disability, and critical illness insurance, as well as investment planning with products like RRSPs, TFSAs, and RESPs. They also offer specialized services for business owners, such as group benefits and succession planning.

Founded in

Canada