No matter the size of your wealth, everyone has an estate to plan for. Regardless of the monetary value of your assets, your family and loved ones will appreciate a plan being in place. Making sure you have a wealth preservation strategy can help your beneficiaries avoid conflict, confusion and delays, and ultimately, increase the value of your estate.

Outline Financial aims to make your legacy and wealth planning as smooth as possible. We will work with you to understand your wants and needs, and then introduce or collaborate with your existing professionals (accountants, lawyers, and wealth managers) to create an appropriate plan that may include best-in-class insurance options to serve your legacy. Life is unpredictable and ensuring you have a plan in place can make a world of difference for your loved ones.

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Why Work with Outline Financial?

Creating a legacy and wealth plan entails having the correct documentation and having the right advisors in place. There are many things to consider during this time, and having a strong team by your side is the best way to make sure all of your bases are covered. Outline Financial can help you make the process easy, ensuring you have all the documentation you need to make sure your beneficiaries receive what is rightfully theirs.

If you’re interested in planning for your legacy, contact Outline Financial to learn more about your options. We will make sure you fully understand the process and options so that when the time comes your loved ones get what they are entitled to. The experts at Outline Financial can help you create a plan tailored to you, leaving your beneficiaries with exactly what you want them to have.

Benefits of Working with Outline Financial?

Professional Insurance Advisors
Access to Canada’s Top Insurers
Exceptional Guidance & Advisory
Customer-Focused

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Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Get Started

Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Get Started

Is it worth taking a chance on the wrong mortgage provider?

We’ll ensure that you work with the same Outline account manager and team members from start to finish, while our extensive network of associated professionals—from real estate agents to accountants and lawyers—make sure your needs are met every step of the way.

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Testimonials

“The team are top notch in every way. Always going above and beyond to stay ahead of the curve for their clients. Most people talk about it, but they actually do it. They define success and we are very fortunate to be able to work with them.” – Dave

“Professional, Personable, and Service Oriented. Anytime I recommend the Outline Financial team I know they will be welcomed with a friendly smile, treated with respect and get the information they need to make an educated and informed decision.” – Corrie

“I would like to take this opportunity to thank you all for your help and advice. Samantha, without your detailed explanation of budgeting, I would never have a clear picture of where I stand before making and offer. Joanna, without your advice, I would have given up on buying this home…just to let you know I am very grateful. Heather, you provided me lots of advice and help, and in the end, the rate worked out very well too, so thank you very much. Now that the closing is done…I am excited to plan for the future.” – Wayne

“The team is professional and knowledgeable in their field. Not only have they provided me with exceptional service, they have also given me excellent advice on related matters. The team is highly responsive and committed and I am pleased to provide them with a strong recommendation.” – Robin

“We want to thank you and your team! You not only provided us with a great mortgage…you and your team gave us peace of mind and that’s priceless!” – Melanie

“My wife and I have relied on Joanna and the team several times over the years to help us navigate the byzantine world of personal finance, debt management and mortgage renewals. They always strive to provide the best deal thoroughly customized to meet our needs. I would gladly recommend the team to anyone – and in fact, I have on several occasions.” – Adrian

“The Outline Financial team provided outstanding service for my client. They work fast, arranged the most suitable plan, and helped my client through the mortgage process. I recommend the team to anyone looking for a great advisor!” – Blair

“The team was an absolute pleasure to work with. They made the mortgage process the easiest part of homeownership. We were confident they would go above and beyond to get us the best rate – and they did. Their approach was professional and customer-focused. We knew we were in good hands from the beginning. I wouldn’t buy another house without them.” – Melissa

A Few of Our Lending Partners

Canadian Mortgage Award Recipient

Get Started

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Why Work with Outline Financial?

Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Is it worth taking a chance on the wrong mortgage provider?

Testimonials

A Few of Our Lending Partners

Canadian Mortgage Award Recipient

Have questions?

Send us a message:

Or give us a call:

(647) 363-7463

Outline Financial FSCO Mortgage Broker License #13151

Outline Financial

Contact

Legal

Search Outline Financial News

Get a Quote

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Professional Mortgage Advisors

Rates from 30+ Lenders

Designed to Fit Your Goals

Why Work with Outline Financial?

Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Interested in learning more about your options when it comes to legacy and wealth preservation? Contact Outline Financial to create your personalized plan today.

Is it worth taking a chance on the wrong mortgage provider?

Testimonials

A Few of Our Lending Partners

Canadian Mortgage Award Recipient

Have questions?

Send us a message:

Or give us a call:

(647) 363-7463

Outline Financial FSCO Mortgage Broker License #13151

Outline Financial

Contact

Legal

Search Outline Financial News