Insurance & Segregated Funds · Greater Toronto Area
Protect What You've Built.
Grow What Comes Next.
Insurance and segregated funds strategies designed for Canadians who are serious about retirement — and the legacy they leave behind.
What we do
Two pillars of a retirement-ready financial plan.
Insurance
Life, critical illness, and disability insurance that protects your income, your family, and your estate — no matter what life brings. We match the right coverage to your stage of life and financial goals.
Explore Insurance
Segregated Funds
Invest with the growth potential of mutual funds and the security of insurance guarantees. Seg funds offer principal protection, creditor shielding, and estate bypass — advantages no standard investment account can match.
Explore Segregated FundsWhy seg funds and insurance
Advantages built into every plan.
100%
Principal-protected growth
Maturity and death benefit guarantees protect your original investment — even if markets fall.
Direct
Estate bypass on death benefit
Proceeds pass directly to your named beneficiaries, bypassing probate and keeping your estate private.
Shielded
Creditor protection
For business owners and professionals, seg funds can protect assets from creditors in ways RRSPs and TFSAs cannot.
Who we work with
Built for Canadians planning their next chapter.
Whether you're 10 years from retirement or already there, 7 Avenue Financial helps you build a plan that protects your income, grows your savings, and ensures your estate passes to the people you love — efficiently and privately.
- Individuals and families approaching retirement
- Business owners seeking creditor-protected growth
- Professionals with complex estate planning needs
Ready to Secure Your Retirement?
Book a complimentary consultation with a 7 Avenue Financial advisor. We'll review your current plan and show you exactly where insurance and segregated funds can strengthen it.
75%
of Canadians underestimate retirement costs
100%
principal guarantee on qualifying seg funds
0
probate fees on direct beneficiary payouts
GTA
serving families across the Greater Toronto Area