Boulos Financial Group

Managing General Agent

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Boulos Advantage

Time is money

Let the Boulos sales and administrative people work with you and save time.

  • Benefit from our excellent back office support.
  • Our long experience in negotiating with the underwriters will be of benefit to you.
  • Track and manage your business, with our state of the art client management software.
  • Faster contract approvals.
Administration

Your independence

We offer you top products from leading insurance, investment and banking providers.

  • Retain 100% ownership and control of your book at all times.
  • Continuous training and help in managing your own business.
  • Compliance advice and support to further protect your business.

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Create greater value

Our tax and estate planning department will help you access higher net worth markets.

  • Many concepts from Canada’s leading providers
  • Take advantage of our Estate Planning and Tax Specialists
  • Our large case consultant will assist you with your high end clients.
  • Access to Money Product Experts.
  • Access to Group Insurance Benefits Experts.
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Be rewarded

Become a Boulos advisor and enjoy our leading incentive packages and conferences.

  • Our compensation packages are amongst the most competitive in the industry.
  • Bonuses are paid on total production placed with all companies.
  • Enjoy conferences held around the world.
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Stay ahead of the curve

We provide educational resources, training materials and industry leading seminars .

  • Attend industry-leading seminars and receive ongoing industry support and education.
  • New sales and marketing ideas, including cross-selling tools.
  • Latest industry news and updates emailed to you regularly.
Speaker at Business Conference

Robert Boulos
Managing General Partner

Contact Us

Do not hesitate to contact us:
514-448-9080
marketing@boulos.net
Contact Us

Roger Boulos
Managing General Partner
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