YAM Financial Solutions
1240-100 Wellington Street West, Toronto, Ontario M5K1B7
(416) 303-8292
Sponsor
YAM Financial Solutions is a boutique insurance and estate planning brokerage dedicated to enhancing the wealth management experience for affluent individuals and institutions. Operating from its head office in Toronto, YAM specializes in comprehensive insurance solutions that support estate planning, business continuity, and financial security.
With a client-first approach, YAM researches the market to deliver competitive insurance products from leading providers. Their tailored services include life insurance (term, whole, and universal), critical illness coverage, individual health and dental plans, and investment-driven solutions like segregated funds, annuities, and universal life policies.
For business owners, YAM offers key person insurance, shareholder agreements, group benefits, retirement plans, and corporate financial arrangements. Additionally, they provide estate and trust planning services, ensuring long-term wealth preservation and protection.
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