“Our firm’s clients have complex company and tax structures. When it comes to their Investments or Life Insurance configuration, we lean upon the expertise of Paul Boparai. We feel confident in referring our clients to him.”
“Paul has provided professional and diligent follow up to our firm’s clients whenever there is a need or questions about Corporate Owned Life Insurance. Whether it be funding a Buy Sell Agreement or providing solutions to invest corporate surplus… we have no hesitations to refer our clients to Paul.”
“Paul assisted with my Corporate Insured Pension and the process was smooth and efficient. This plan provides coverage for my family and business, and will also supplement my retirement income. I feel confident in referring Paul to my colleagues.”
“Paul showed me how to invest and provided Life Insurance for my business and family through one of my companies. He clearly explained everything, and after the first meeting my accountant was convinced it was the right strategy. I highly recommend Paul as he makes complex planning simple.”
“I had given up on gaining the peace of mind that Paul was able to secure for me through his network and product knowledge. I would definitely recommend his services to anybody that needs solid dependable advice given in simple to understand terms. Thanks Paul!”
“We needed to fund our companies’ Buy Sell Agreement with Life and Disability Insurance but given our many partners with companies structured quite differently, it was a complex requirement. Our Chartered Accountant referred us to Paul and he came up with solutions that met our companies and families’ needs, and our accountant was also satisfied. We feel confident to refer Paul to other business owners.”
“After building retained earnings in our medical professional corporations we needed a strategy to invest the funds and simultaneously protect our business and family in the event of a premature death. We had some challenges gaining life insurance previously.
Through Paul’s expertise and industry connections we were able to secure competitive whole life insurance that meets all of our requirements, and provides additional security in retirement. We highly recommend Paul to our physician friends and colleagues.”
“One question to ask your current financial advisor…’Are you a Certified Financial Planner CFP & Chartered Life Underwriter CLU’? Paul is trained in complex financial planning and business life insurance.”
“We have received sound advice from Paul for a number of years. He structured our Buy Sell Life Insurance and created a lucrative Corporate Insured Pension that we will enjoy in our retirement. His recommendations are unbiased, and after searching the market for the best performing products and rates, he customized a plan for our needs. We highly recommend Paul to the physicians that we work with.”
“I was referred to Paul Boparai because he specializes in working with successful small business owners, medical professionals and private enterprise. My company’s insured pension was created much quicker than I’d expected and I now feel confident that my business, family and retirement are all looked after.”