Paul Boparai Mortgage Consultant

Rated 5.0 We needed to fund our companies’ Buy Sell Agreement with Life and Disability Insurance but given our many partners with companies structured quite differently, it was a complex requirement. Our Chartered Accountant referred us to Paul and he came up with solutions that met our companies and families’ needs, and our accountant was also satisfied. We feel confident to refer Paul to other business owners.

Rated 5.0 After building retained earnings in our medical professional corporations we needed a strategy to invest the funds and simultaneously protect our business and family in the event of a premature death. We had some challenges gaining life insurance previously. Through Paul’s expertise and industry connections we were able to secure competitive whole life insurance that meets all of our requirements, and provides additional security in retirement. We highly recommend Paul to our physician friends and colleagues.

Rated 5.0 Paul assisted with my Corporate Insured Pension and the process was smooth and efficient. This plan provides coverage for my family and business, and will also supplement my retirement income. I feel confident in referring Paul to my colleagues.