Unique and tax-efficient financial strategies and services for business owners, their companies and their families. We carefully advise you on how to maximize and protect wealth while minimizing risk and taxes. From investing to retirement and succession, we provide insurance and benefits planning tailored to your situation.
We develop a collaborative and long-term working relationship with you and your professional advisors. By working closely with professional advisors and drawing on our collective experience, we can apply a full range of proven investment and insurance-based strategies for more effective results.
We develop a collaborative and long-term working relationship with you and your professional advisors. By working closely with professional advisors and drawing on our collective experience, we can apply a full range of proven investment and insurance-based strategies for more effective results.
Services
With over 85 combined years of experience in financial planning, our commitment is to listen, evaluate, and enact tailored plans that meet individual financial needs and expectations. Our team will work with you to formulate strategies that lighten your tax load and free up funds to enhance your life - now and in the future.
Along with our partners, we participate in a number of charitable causes and foundations that have a large impact on the lives of others. Since 2016, $261,000 has been raised to help eliminate financial barriers for children to participate in organized sport. Canuck Place offers a 24/7 continuum of care to children with life-threatening illnesses and their families.
We collaborate closely with clients and their professional advisors, including CPAs and business lawyers. We work with our clients and their professional advisors from the very beginning. We essentially create an advisory board to support them, their business, and their family. Working closely with advisors allows us to create the most effective and tax-efficient financial structures.
Reviews (4)
Dean Lawton
Jan 27, 2021
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Alejandro went above and beyond for myself and my business partners by structuring a sound strategy that will protect us for many years to come. When it comes to corporate insurance needs Alejandro and the Quasar team would be my only recommendation. Lastly I must mention the attention to detail and level of execution is always there regardless of the client's needs. Alejandro also helps assist our Mortgage Clients with standard protection and financial planning. Thanks for all your hard work!
Eckart Adam
Oct 12, 2020
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My wife and I were referred to Quasar Financial and Alejandro Mejia by some close family members. As recent retirees, we were looking for advice on how to best manage our RRSP portfolio and preserve its value. We have found Alejandro to be very attuned to our needs and very thorough, honest and personable in our dealings with him. He is very knowledgeable about market conditions and makes the time and effort to explain them in easily understood terms. We find him to be very “hands on” with regard to our investments and he is quick to reach out when he feels it is time to make changes or adjustments
Sefora
Oct 04, 2020
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My husband and I recently purchased a home and were looking to discuss a long term life insurance policy and didn’t know where to start. Alejandro at Quasar Financial was recommended to us and we were not disappointed. Alejandro and his team made everything seamless and straightforward, making sure to answer all of our questions. Although we had limitations meeting face to face because of the current health crisis, Alejandro was available to us through phone calls, emails, and zoom calls. I would definitely recommend using Alejandro and his team!
Best Buds
Aug 14, 2020
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