Services Built Around You
Insurance, investments, and group benefits—designed to protect today and grow tomorrow, with clear, actionable planning at every step.
Green Mountain Financial Services Inc. is a full-service brokerage contracted with multiple leading insurers, specializing in insurance, investments, group benefits, retirement planning, and holistic financial planning solutions. It offers clients the flexibility to choose the right coverage at the best value. Its independent approach ensures tailored solutions, competitive pricing, and exceptional service to meet clients’ unique financial needs.
Insurance, Investments, Group Benefits & Planning — Built Around You
GMFSI is an independent, multi-carrier brokerage helping Canadians with insurance, investments, group employee benefits, and holistic financial planning. Rated 5.0★ on Google — read reviews or write one.
Core Services
Insurance Planning
Life, disability & critical illness protection tailored to your risks, cash-flow, and goals.
Investments
Goal-based portfolios and disciplined guidance—RRSP, TFSA, RESP, non-registered, and more.
Group Employee Benefits
Plan design, market surveys, renewals, employee education—built to attract & retain talent.
Financial Planning
Integrated planning across cash-flow, tax, retirement, insurance, and estate—so every decision works together.
Popular Journeys
Seg funds • Mutual funds • GICs • TFSAs • RRSPs • RESPs • RDSP • Corporate investing
RRSP → RRIF • TFSA • Pension integration • Order of withdrawals • Tax-efficient drawdown
Who We Help
Benefits that support retention, wellness, and budgets.
Income sustainability, tax efficiency, and legacy planning.
Proof & Next Step
We’re proud to serve clients across Canada. Read Google reviews or share your experience. Ready to begin?
FAQs
Are you independent or tied to one provider?
We’re fully independent and work with multiple leading carriers (Sun Life, Manulife, Canada Life, iA, Empire Life, Desjardins, and more) to tailor solutions to you.
Do you work virtually across Canada?
Yes—Zoom/phone meetings are available nationwide. Book a time.
How do fees and compensation work?
Insurance is typically compensated by the carrier; planning and investment engagements may have fees based on scope. We disclose all compensation and any conflicts.
Can you review my current policies or group plan?
Absolutely. We’ll audit coverage, pricing, and gaps, and compare alternatives. Request a review.
Where can I learn more before booking?
Visit Tools & Insights and read our article on why comprehensive planning matters in 2025.
Protect Your Future
Retire Confidently
Fast & SecureGet Started
Request a Quote
Tell us a few details and we’ll prepare tailored options for you—life, disability, health & dental, group benefits, business coverage, and more.
Quick turnaround • No obligation
Request Your Quote
Teams That Thrive
Group Benefits
Enhance employee satisfaction and retention with customized group plans aligned to your business goals.
Get a Free Group Benefits Quote ➜
Clarity • Confidence • Control
Financial Planning
Comprehensive planning tailored to your goals—cash flow, investments, tax, retirement, insurance, and estate—so every decision works together.
Cash Flow • Investments • Tax • Retirement • Insurance • Estate
Start Your Financial Plan ➜
Protect What Matters
Insurance Solutions
Tailored protection for your family and business—covering life, disability, critical illness, and health & dental.
Life • Disability • Critical Illness • Health & Dental • Travel • Estate Planning
Explore Insurance Solutions ➜
Grow With Clarity
Investment Planning
Achieve your financial goals with personalized strategies designed to grow and preserve your wealth.
Seg Funds • Mutual Funds • GICs • Annuities • RRSP • TFSA • RESP • RDSP
Get Your Personalized Investment Strategy ➜
Plan with Confidence
Retirement Planning
Build a sustainable, tax-efficient retirement income strategy—so your lifestyle lasts as long as you do.
RRSP • TFSA • RRIF/LIF • Pension Integration • Tax-efficient drawdown
Clarity & Momentum
Financial Wellness
Improve your financial health with budgeting, debt strategies, and professional planning powered by SNAP Projections.
Start Your Financial Wellness Checkup ➜
Private Clients
Professional & High Networth Clients
Discreet, goals-driven strategies for professionals and high-net-worth families: advanced planning, disciplined portfolio management, and integrated risk protection.
Tax-efficient structures • Corporations/Holdcos • Estate & legacy planning • Insurance for wealth transfer
Explore Private Client Services ➜
For Business Owners
Business Services
Advisory for entrepreneurs and SMBs—cash-flow planning, risk management, benefits, and owner compensation strategy.
Group Benefits • HCSA • Key Person • Buy-Sell Funding • Corporate Investing
Explore Business Services ➜Needs
- Life, disability, and critical illness insurance
- Retirement planning & wealth management
- Financial wellness & estate planning
Challenges
- Securing family financial stability
- Building a comfortable retirement fund
- Protecting against unforeseen events
Needs
- Benefits plans to attract & retain employees
- Business insurance & succession planning
- Investment options for company growth
Challenges
- Employee satisfaction & retention
- Navigating complex benefit options
- Planning the future of the business
Needs
- Transition planning for retirement
- Preserving & transferring wealth
- Long-term care & elder planning services
Challenges
- Sustainable income throughout retirement
- Navigating healthcare costs & insurance
- Protecting their estate for heirs
Needs
- Wealth & estate planning
- Tax-efficient investment strategies
- Tailored insurance solutions
Challenges
- Balancing growth with risk mitigation
- Complex estate & succession planning
Needs
- Affordable life, disability, and CI coverage
- Starting investment & savings plans
- Guided financial education
Challenges
- Building financial literacy
- Balancing priorities (home, kids, debt)
Needs
- Funding protection & key person coverage
- Employee attraction & retention benefits
- Scalable, budget-friendly planning
Challenges
- Limited budgets in early stages
- High growth uncertainty & cash flow risk
- Balancing personal and business risk
Stay Informed & Empower Your Financial Future
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Looking for group benefits? Just fill out the form above, and we’ll send you a free quote. It’s quick, easy, and completely hassle-free. Get started today and find the best plan for your team!
Partners & Carriers We Work With
Independent access to multiple leading insurers across Canada.
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada
Visit Assumption Life
Visit Foresters Financial
Visit Humania Assurance
Visit Canada Protection Plan
Visit Industrial Alliance
Visit Sun Life Financial
Visit Desjardins Financial Security
Visit Canada Life
Visit Empire Life
Visit RBC Insurance
Visit Equitable Life of Canada
Visit Manulife Financial
Visit Beneva Insurance
Visit Green Shield Canada