Estate Financial Inc. was established in February of 1999 through the partnership of Andree McLean and Joe Daley. Together they have used their previous experience and training to form a brokerage operation that delivers customer satisfaction as the corner stone for doing business.

Today, Estate Financial Inc. has grown to over 200 brokers servicing clients in four provinces. In an effort to add value to our clients, both past and present, Estate Mortgage Inc. was formed in 2002 to provide similar product selection and service through a Mortgage Centre Franchise.

Estate Financial Inc. was one of twelve founding members of “The United MGA Group”. Established in July 1999, this group includes some of Canada’s most respected Managing General Agencies. Collectively, our member firms have been entrusted with over 2 billion dollars of financial protection and investment assets."The United MGA Group" represents and administers to both corporate and individual clients spanning all financial products and markets.

Our Mission

To provide our clients with superior products and services, so that we can meet their ever changing needs. We will offer the freedom and flexibility that only Independent Advisors can provide with the continued strength and commitment that Canada’s leading suppliers entrust through our representation of their products. Our clients will find it easy, enjoyable, and economically rewarding to place their business in the hands of Estate Financial Inc.