What can we help you with?
Joseph Balan
BA , CHS , CIP , CLU®
Financial Planner*
Mutual Fund Investment Specialist**
Joseph provides holistic Financial and Estate Planning services, and prides himself on providing the highest level of service to all his clients by building long-term relationships and putting the utmost stress on our core values... "Care, Confidence, and Security."
Joseph is a Chartered Insurance Professional (CIP), which is the benchmark of insurance professionalism. He is also a Chartered Life Underwriter (CLU). CLU designation holders are regarded as elite professional Financial Advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer. Joseph also holds the Certified Health Insurance Specialist (CHS) designation. CHS holders provide expertise in all areas of health insurance, including Group Benefits, Critical Illness and Disability insurance.
His key specializations include: Advanced Estate Planning and Wealth Transfer Management, Retirement Planning, Financial Planning, Business Succession Planning, Group Benefits, Life and Health Insurance, Commercial General Liability, and Errors and Omissions Liability.
He takes pride in being able to provide financial security to Canadian families and businesses by recommending adequate insurance and investment solutions to help build and preserve their wealth.
Much of his spare time is spent playing soccer, attending Toronto FC and other sports matches, and golfing when he can. He has a passion for non-profit organizations, and is active in the community in many ways.
Location
Kitchener
EmailJessica Reis
Associate Insurance Agent
Jessica has been with the Joseph Balan & Associates team as an Associate Insurance Advisor since 2008. Many of our clients know Jessica well as she provides them with expectational service and care, specializing in meeting our clients' Home and Auto insurance needs.
Location
Kitchener
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.