Kaizen Insurance & Financial Services Ltd

05/25/2026

We can definitely help!

05/15/2026

May 15 - another productive discussion with iA director, our new advisors at the conference room. Celebrated our advisor’s birthday.

05/11/2026

Happy Mother's Day to all the moms !

05/08/2026

Doing a review for a client.

Note: personal returns related to client investor profile. Bar graph simply shows the possibilities when one invests in segregated funds compared to GIFs and the like. There will be fluctuations, but in the long run, will provide better returns.

Invest for the long haul. If this is what you have in mind, we can definitely help. :-)

05/05/2026

"We are committed and invested in your family's protection and financial future, the Kaizen Way!"

05/02/2026

05-02-2026- A fruitful discussion - A Case Study: Ronald & Bea.

Congratulations to JB for topping the CPB Rush-Set for Success Q-1!

And, we would like to officially welcome JA to our team. Our new living benefits advisor.

Thanks to CM for joining the discussion via zoom.

04/25/2026

We offer this to our clients & friends who have continuously trusted us and allowed us to be part of their successes.

Because of you, we have been a consistent qualifier to the Million Dollar Round Table (MDRT) for 9 years.

Top 10% financial advisor around the world.

We are passionate to help you achieve your goals and aspirations.

“We are committed and invested in your family’s protection and financial future, the Kaizen way!”

04/10/2026

Productive day for us! Informative presentation on registered pension plans, annuities and corporate Critical Illness insurance.

Also, the CPB, BDB red plaques from iA have arrived. We share them with all our friends and clients who have supported and believed in our efforts to be part of their success.

Congratulations to Living Benefits by Cher - 2 year CPB recipient. Congratulations to Jay Barrientes for topping the "CPB Rush Set for Success contest".

"We are committed and invested in your family's protection and financial future, the Kaizen way!"

04/05/2026