Insurance
Simple protection with adverse planning to help maximize your net worth.
Protection you need, planning to maximize your net worth.
First Avenue Financial is committed to helping you protect what you’ve built and to maximize your net worth. You’ve worked hard for what you have, we realize that and want to ensure you keep that.
Our Process
1. Understanding
Financial picture, values & goals for today and tomorrow.
2. Plan Solutions
Finding the best products & solutions.
3. Recommendations & Action
You review our potential solutions, take actions, and map plans.
4. Review & Achieve
Assessing your plan to determining if your needs align with your changing life.
What We Offer
First Avenue Financial is comprised of brokers & advisors that work for you. Meaning we are able to find the best products and solutions on the market. Tailoring is important, as we get that this is not a one size fits all. Our solution is to find the product and solution that is custom-tailored to your needs.
Estate Planning & Wealth Maximization
Planning for tomorrow, today, through maximizing your potential value and minimizing your taxes. This is one of the most important areas of financial planning no matter the size of your estate.
Small business Benefits
Smart benefits can make a huge difference to you, your family, and your employees. Without having to break your budget, there are plans with zero monthly cost that provides you with the coverage you need.
Large group Benefits
An important aspect of attracting & retaining employees. We have the ability to find the best custom-designed plans that will fit your company just right.
Insurance & Risk Management
We want to make sure you are well suited for any storm that may come your way.
Income Protection
Your ability to earn an income is your greatest asset. Insuring that income will come every month is arguably the most important form of insurance. Disability insurance & income protection comes in many different forms. It’s important that you have a product that suits your exact needs.
Mortgage Protection
Like most Canadians, their house will be their largest investment. It’s important to take care of this investment.
To Learn more about Health Spending Accounts
Products Offered
Have Creditor Mortgage life insurance?
You are most likely paying more for this than the traditional route.
Send us your policy and we will review it for you.
The savings could be thousands of dollars.
Ready for a Better Experience?
First Avenue Financial – Okotoks
205 – 15 McRae Street, PO Box 1483
Okotoks, Alberta T1S 1B4
Office: 403-938-6888
Toll Free Fax: 1-877-758-1206
First Avenue Financial - Calgary
208 - 40 Sunpark Plaza SE
Calgary, Alberta T2X 3X7
Office: 403-938-6888
Toll Free Fax: 1-877-758-1206