Company Profile
About Us
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 of doing
business.
Today, Estate
Financial Inc. has grown to over 200 brokers servicing clients in
five 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
throughout 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.
