Insurance &
Financial Specialists
Our role is to understand your situation, provide clear guidance, and put the right insurance and financial structures in place.
CODE FINANCIAL GROUP.
30+
Years of Experience
500+
Clients Served
20+
Insurance Partners
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Communicate Openly Design Efficiently
- Communicate Openly Design Efficiently
Code Financial is a Boutique
Insurance Brokerage
Based in Toronto
ABOUT US
We combine specialized expertise with a collaborative, client-first approach to simplify complex insurance and financial decisions. Through thoughtful design, education, and efficient processes, we deliver solutions built around each client’s unique needs.
Who We Help
Individuals / Families
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Protect your family’s financial future with life insurance and critical illness coverage designed to replace income and cover major medical events.
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Income protection that replaces lost earnings if illness or injury prevents you from working, short- or long-term.
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Professionally managed investment solutions offering growth potential, risk management, and estate planning benefits.
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GIC Deposits
Annuities
Lifetime income benefit plan
Leverage investment solutions
Mortgages
Health and dental insurance
Business Owners
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Protect your business from financial loss due to the death or disability of a critical employee or owner.
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Insurance-funded agreements ensuring smooth ownership transitions in the event of death or disability.
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Tax-efficient income replacement strategies for incorporated business owners during disability.
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Advanced retirement plans for business owners and executives seeking higher contribution limits than RRSPs.
Business / Corporation
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Traditional Benefit Plan
Administrative services only
Healthcare spending accounts
Executive benefits
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Defined Benefit Plans
Defined Contribution Plans
Deferred Profit Sharing Plan
Group RRSP
Contact Us
Interested in working together?
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We can’t wait to hear from you!