Our Services

Our mission is to help position our clients to protect and grow what matters most to them. We work with clients to discern their total financial picture, and seek to align their financial decisions with their goals, priorities, and values. We do this by developing a customized plan according to the client’s priorities, budget, and timeline.

Financial planning is charting a course or a road map to peace and prosperity. It is choosing the path to a desired destination and taking steps towards it, while being prepared for the turns the road may take. We’re with you on this journey, every step of the way.

Manage Risk

Build Wealth

Houses, vehicles, jewelry - when an asset is valuable, we insure it, not because we’re planning to lose it, but because we know sometimes the unexpected happens, and we want to manage the risk.

At Navarro Financial Group, we believe that your most valuable assets are your life, health, and ability to earn income. Because of that, we help you protect those assets using:

  • Life Insurance

  • Critical Illness Insurance

  • Disability Insurance

  • Long-Term Care Insurance

  • Mortgage Insurance

You work hard for your money, and you deserve to benefit from it. With a few simple moves, we can make every dollar count.

At Navarro Financial Group, we believe sound financial advice isn’t just for the 1%. We can help you grow your wealth in order to empower contribution and live the good life. Services include:

  • Mutual Funds and Segregated Funds

  • GICs

  • RRSPs

  • RESPs

  • RRIFs

  • Annuities


Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated. 

Segregated fund products are offered through Investia Financial Services Inc. and/or Hub Financial Inc.

Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or Hub Financial Inc.

“In addition to my business-related needs, I also have trusted Richard with my personal and family insurance protection and retirement planning concerns. Richard is a CFP who can be trusted; it is my pleasure to recommend him to you.”

ELMER NIEZEN, PRESIDENT - IRONSIDE DESIGN MANUFACTURING

CLIENT SINCE 2003