@abramsfinancial.ca
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About
Description
Abrams Financial is a leading brand that specializes in providing creative insurance and investment solutions for medical professionals, business owners, and high net income individuals and families. With over 10 years of experience, the President, Dale Abrams, is recognized as one of Canada's experts in income and asset protection strategies for physicians. He is known for his expertise in tax efficient wealth accumulation and preservation strategies, helping clients minimize taxes, enhance retirement income, and maximize net estate value.
In addition to his professional expertise, Dale is actively involved in his local community and supports various charitable organizations, including Sick Kids, The Hospital for Sick Children. His dedication to his clients' success and his personal interest in their financial future ensure that he goes above and beyond to identify innovative strategies tailored to their evolving needs. The team at Abrams Financial is committed to providing exceptional service and ensuring client satisfaction.
Gabriela Sassi, the Executive Marketing Assistant, plays a vital role in client relations, marketing initiatives, and new business processing, ensuring that clients receive the highest level of professional support. By partnering with key subject matter experts, Abrams Financial provides access to a wide variety of trusted professional services, ensuring that clients receive comprehensive financial solutions. Choose Abrams Financial for expert advice, professionalism, and a dedicated team focused on your financial success
Company Type
Privately Held
Company Size
2-10
Year Founded
2011
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