About Us
About Our Journey
We're here to help you
We are a family-oriented financial brokerage headquartered in Markham, proudly serving clients across Ontario and Alberta.
Since our founding in 2004, our mission has been to help individuals and families create personalized financial plans that align with their unique needs and goals. We collaborate with leading providers and carriers to offer tailored financial solutions that work for you.
Whether you’re looking to diversify your portfolio or plan for a more secure financial future, we are here to guide you every step of the way.
Call us
(647) 947-8285
With over 20 years of experience
Albert Frias
CHS™, CLU®
As a licensed Financial Advisor in Ontario and Alberta, Albert is dedicated to crafting customized financial strategies that align with each client’s unique needs and aspirations. With professional designations as a Certified Health Insurance Specialist, Chartered Life Underwriter, and a proud member of the Million Dollar Round Table, he brings expertise and confidence in guiding clients toward achieving secure and successful financial futures. Albert is committed to continuous learning, always expanding his knowledge and skills to offer the most effective solutions, helping clients retain more of their hard-earned income and grow their wealth.
When he's not working, Albert is a devoted husband, father of four, and proud grandpaw to a spirited 6-year-old teacup morkie. He also enjoys leisurely walks on the golf course, often with a cigar in hand.