Life Insurance for Business Owner's
Peace of Mind
Our Services
1
Corporate & Business
Products
-
Life Insurance
-
Critical Illness Insurance
-
Disability Insurance
-
Group RRSP Plans
-
Health Expense Accounts
-
Investments
​
​
2
Corporate & Business
Solutions
-
Key Person Insurance
-
Buy/Sell Agreement
-
Charitable Giving Tax Strategy
-
IFA – Immediate Financing Arrangement
-
No Limit TFSA
-
IPP - Individual Pension Plans
-
Shared-Ownership Critical Illness Insurance
-
Tax-Exempt, Corporate-Owned Life Insurance
Latest Posts
About Diana Feliz
Experience You
Can Count On
Hi, I'm Diana!
As a business owner and mother of 3 (Including my oldest who has special needs) ​In 2004 I delve into the financial industry and was impacted by how far sharing knowledge goes.
I understand that all business owners wear many hats and your life impacts many others. Your family, your employees.
My priority is to simply:
TAKE CARE OF THE PEOPLE THAT
TAKE CARE OF THE PEOPLE
That's you! I do this by listening to what you want and finding a solution that's right.
​
Three things that fuel my purpose:
JESUS + PEOPLE + INSURANCE
​
As a licensed Life Insurance Agent with Carte Financial Group I specialize in Group Benefits and Life Insurance for Business Owners, also:
- Represent Canada's leading insurance companies
- Collaborate with a team of specialists in financial planning, tax, estate planning, investments, and retirement solutions
​
How can I help you? I look forward to serving you!