About Us
One of Ottawa’s leading independent professional financial planning firms
We provide integrated estate planning services focused exclusively for business owners as well as professionals. Estate planning can be seen as planning for one’s death however in reality it focuses primarily on planning while you are alive. TK Financial Group has earned the right to be recognized as one of the leading firms and is independently owned Canadian corporation. Our objective is to see the world through your eyes and only then begin the joint planning process.
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.
Catherine Pierre Executive Associate
Catherine has been in the insurance business for over 40 years. She emigrated from Trinidad and
Tobago in 1989 and joined TK Group of Companies in 1995 as a Field Underwriter in the Life
Department.