The Boulos Profile

Boulos Financial Group has been at your service since 1979. We are recognized for our “personalized level of service” – tailored to make your business easier to manage, and enabling you to diversify your time. We are a complete resource for business risk management and personal asset protection. To assist you in keeping pace with the ever-changing world in which you live and compete, we maintain cutting edge technologies for today’s marketplace.

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.

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.

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.

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.

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.