Protect Your Future with Expert Insurance & Investment Planning
Helping You Achieve Your Financial Goals with Confidence.
Nicholas Ofner Insurance
and Investment Planning
Welcome to Ofner Insurance and Investment Planning, your trusted partner for all your insurance and financial planning needs. Based in Kitchener, Ontario, we specialize in providing comprehensive and personalized solutions to help you protect and grow your wealth, plan for retirement, and achieve your financial goals.
About us
Our team works with dozens of the top-rated brand name Life Insurance companies in Canada to provide you with the best options available.
Nicholas Ofner, holds an MBA and is the author of “Free Life Insurance,” a comprehensive guide to understanding the ins and outs of life insurance.
By combining our knowledge and experience, we are able to offer you the best product suited to your individual needs. Contact us today to schedule a free consultation and take the first step toward securing your financial future.
40 years of combined experience
in Life Insurance and Investments
Access to 20+ companies
from insurance and investment industries.
Here are the services
that we offer
At N. Ofner Insurance and Investment Planning, we offer a wide range of services to help you achieve your financial goals. Our experienced team is committed to providing you with the highest level of service and expertise, ensuring that you receive personalized attention and guidance every step of the way.
Insured Retirement Plans
Our retirement planning services are designed to help you plan for a comfortable and secure retirement. We can help you create a retirement plan that takes into account your unique financial situation, goals, and risk tolerance.
Investments
We offer a range of investment options that can help you grow your wealth over time. Whether you’re interested in mutual funds, exchange-traded funds (ETFs), stocks, or other types of investments, we can help you choose the right ones for your needs.
Group/Business Insurance
We provide customized insurance solutions for businesses of all sizes, including group health insurance, group life insurance, and other types of coverage to help you protect your business and your employees.
Health and Dental Insurance
We offer health and dental insurance options to provide comprehensive coverage for you and your family’s medical needs. Our policies can cover everything from routine checkups to unexpected medical expenses.
TFSA, RRSP, Child RESP
We offer a range of tax-advantaged savings & investment options, including Tax-Free Savings Accounts (TFSAs), Registered Retirement Savings Plans (RRSPs), Child Registered Education Savings Plans (RESPs), to help you save for you & your child’s future.
Critical Illness Insurance
Our critical illness insurance policies provide financial protection in the event that you are diagnosed with a serious illness. We can help you choose a policy that provides the coverage you need to protect your finances during a difficult time.
Visitors/Travel Insurance
If you’re traveling outside of Canada, we can help you find the right visitors/travel insurance policy to protect you and your family while you’re away. Our policies can provide coverage for everything from medical emergencies to trip cancellations.
Expert Insurance &
Investment Planning
At Ofner Insurance and Investment Planning, we’re committed to providing our clients with the highest level of service and expertise. With our personalized approach, we can help you navigate the complex world of insurance and investments and develop a customized plan that meets your unique needs and goals.
Whether you’re just starting to think about your financial future or you’re looking to optimize your existing plans, we’re here to help. Contact us today to schedule a free consultation and take the first step toward achieving your financial goals with confidence.
Contact us
We are committed to providing the highest level of service & expertise.
We offer life, critical illness, Health, Dental, Group Benefits and travel insurance. As everyone’s needs are different we ask you to book an appointment to discuss your insurance needs.
We offer Register and non-registered financial planning, which includes RRSP, TFSA, RESP, Non registered mutual funds etc. Please book an appointment with us to know more.
Yes, we can definitely help you with retirement planning and income strategies. Feel free to book a no-obligation appointment to discuss your retirement goal.
What Our Client Say?
“I’ve been working with Nick for several years now and have been extremely satisfied with his services. He’s helped me choose the right insurance policies and investments to meet my financial goals, and he’s always available to answer my questions and provide advice. I highly recommend Nick Ofner Insurance and Financial Planning!”
John D
Blog and Resources
Stay up-to-date on the latest news and tips related to insurance and financial planning by checking out our blog and resources section. We regularly publish articles and other helpful content to help you stay informed and make informed decisions about your financial future.