About Us
Four decades of helping Ottawa families, businesses, and professionals plan with confidence.
At TK Financial Group, we provide integrated estate planning services designed specifically for business owners and professionals.
Estate planning is often associated with what happens after we’re gone. In reality, much of the value comes from planning for the years ahead—protecting what you’ve built, preparing for the unexpected, and making thoughtful decisions while you’re still in control.
As an independently owned Canadian firm, we have built our reputation through long-term relationships and a personalized approach to financial planning. We take the time to understand your circumstances, priorities, and goals before recommending a path forward.
Our approach is simple: we start by seeing things from your perspective. From there, we work with you to develop a plan that reflects what matters most to you, your family, and your business.
Milan Topolovec B.A., TEP®, CLU®, CHS®, RCIS® Founder
After I graduated from the University of Ottawa, the Winnipeg Blue Bombers drafted me to play professional football.
I decided to pursue a career in the financial profession, providing customized solutions. Insurance planning, estate planning and business structuring help business owners manage risk, ensure continuity, and optimize tax efficiency. Insurance protects against unforeseen losses and stabilizes cash flow, so we customize coverage to meet your needs. Estate planning facilitates smooth business succession and minimizes tax burdens. Effective business structure enhances operational efficiency and aligns with your goals. Together, these tools safeguard the business and its owner’s legacy.
We specialize in working closely with business owners and professionals and offering services that range from insurance audits to comprehensive estate and business planning.
Our clients have consistently experienced positive outcomes and valuable results by partnering with us.
Family Enterprise advising is an area in which we excel with proven strategies. We help facilitate conversations between family members, which can sometimes be challenging.
We focus on your wants and needs and solve any potential problems. We advise business owners, professionals, and high-net-worth individuals.
In a family business, we create transparency and accountability with our planning process.We provide maximum valued measurable improvement for every client. We always have our clients' best interests at heart while building lifetime relationships.
Our ultimate goal is to provide you with proven estate plan recommendations, minimize taxes, accumulate wealth, and create a safety net for when you get sick or die.
The patented “TK Insurance Audit” process has saved clients substantial money on insurance premiums and taxes.
We are problem-centric in solving our client's concerns with proven strategies.
Amy Pariseau Executive Associate
Amy joined TK Financial Group in June 2026 as an Executive Assistant, bringing over 10 years of experience as a Medical Administrator.
New to the insurance industry, Amy is excited to build her knowledge and experience while working closely with advisors and clients. She takes pride in being approachable, dependable, and dedicated to providing exceptional service and support.