your legacy
together.













I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.

I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
I became a financial advisor because I wanted to understand money on a deeper level — how it works, how it grows, and how it can create long-term security. My own journey started with a simple but powerful desire: to achieve financial freedom, retire early, and build a future where I could live confidently and comfortably.
As I learned more, my perspective broadened. I realized that financial security isn’t just a personal goal — it’s a family goal. Every family deserves protection, stability, and peace of mind. No one should have to face emotional loss and financial hardship at the same time. That belief became my purpose.
I help families design financial solutions that provide security, continuity, and dignity. Through life insurance and thoughtful financial planning, I make sure that when someone passes away — especially the breadwinner — they leave behind a meaningful legacy, not a burden. My goal is to protect their hard-earned money and ensure their loved ones can continue their lives without financial disruption.
Beyond life insurance, I also focus on preparing for health challenges. When someone becomes seriously ill, income can stop — but the bills don’t. Having a dedicated fund to replace lost income allows families to maintain stability and navigate difficult moments without added financial stress.
To me, financial planning is far more than numbers and policies. It’s about safeguarding futures, protecting dreams, and giving families the peace of mind they deserve. My mission is to stand beside the families I serve, guide them with clarity, and ensure that their security is never left to chance.
We are committed to the highest standard, in terms of client confidentiality.
Please be assured that I will never sell or distribute the personal information you provide.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.
© 2026 Claire Gantalao Patoc All rights reserved.