1-888-451-6133 [email protected]

Andrej Kopac
Insurance Advisor
CFS Wealth Management Inc.

Tel: (647) 965-2927

Email: [email protected]

Fax: 1(866) 410-2675

Web: www.cfswealth.ca

Meet Your Insurance Advisor

Andrej Kopac

Andrej Kopac brings our team 20+ years of successful Business, Marketing and Project Management experience. The last half dozen years of his advertising career saw increasing exposure to marketing financial products, including banking, robo-investment and regulatory firms, culminating in program management for one of the world’s larger international banks. That work re-ignited his passion for financial analysis and products and led to his dedication to better understanding investment and insurance products.

After completing certifications via the Canadian Securities Course exams and the Life License Qualification Program, Andrej was licensed to sell Life, Accident & Sickness Insurance and related Life Insurance-based investment products. Being an independent broker allows Andrej to offer the best-matched and priced product in the market for any of your insurance-based needs. MGA, HUB Insurance, and connections add to an experienced investment and financial planning expert network. So no matter the topic, Andrej can ensure the right people are brought on board.

Financial planning doesn’t have to be intimidating. It all starts with a simple conversation about needs and goals and putting an achievable plan in place. Having been on both sides, Andrej is well-situated to help talk you through what you want out of your finances. Let’s talk!

Product Offerings

Click the button below and get the insurance coverage you need!

Term Insurance

The most affordable way to mitigate risk.

Accident & Sickness Insurance

Protect yourself from loss of income in case of injury or illness.

Extended Medical Insurance

Coverage to reduce healthcare costs.

Group Policies

For employers and associations to offer group benefits.

Whole Life Insurance

To protect your estate.

Participating & Unlimited Life Insurance

To balance asset protection and investment growth.

Segregated Funds

Unlimited potential growth combined with risk mitigation.

Annuities

Reliable income from investments or retirement plans.

Business Overhead Coverage & Insurance

Reliable income from investments or retirement plans.

CFS wealth management. Contact us.

Contact Andrej