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Royalty Consulting Services

Your Path to Financial Security

At Royalty Consulting Services, we offer a comprehensive range of tailored solutions designed to meet your unique business and insurance needs. With our team of experienced consultants and licensed brokers, we are dedicated to helping you navigate the complexities of financial planning, insurance coverage, and business consulting. Whether you're a small business owner seeking affordable insurance options or an individual looking for personalized financial advice, our expertise ensures that you receive the best support to secure your financial future. See below for information on our services  and fees.

Comprehensive Financial Planning

Comprehensive Financial Planning

Comprehensive Financial Planning

  •  What it is: A deep-dive into your net worth, cash flow, investments, insurance, and goals, culminating in a fully customized roadmap.   


  •  Deliverables:   – 60-minute discovery meeting   – Detailed written plan with prioritized recommendations   – Two 60-minute follow-up sessions to refine and implement  

Retirement Planning

Comprehensive Financial Planning

Comprehensive Financial Planning

  •  What it is: A tailored strategy to help you retire on your terms—covering income projections, tax-efficient withdrawals, and estate considerations. 


  • Deliverables:   – 60-minute retirement assessment   – 20-year cash-flow projection   – Written retirement plan with action steps 

Financial Coaching

Comprehensive Financial Planning

Financial Coaching

  • What it is: Ongoing one-on-one support to build healthy money habits, clarify priorities, and stay accountable to your goals.   

Life & Living Benefits Insurance

  • Whole Life 
  • Term Insurance 
  • Mortgage Protection 
  • Creditor Insurance 
  • Keyman Insurance
  • Individual and Group Medical Insurance (Ideal for businesses with 2 or more employees), HSA
  • Critical Illness Insurance
  • Non-Medical Critical Illness Insurance (Guaranteed Issue)
  • Disability Insurance (Ideal for business owners, meal delivery drivers, PSWs, etc.)
  • Temporary Workers and Residents Insurance Coverage
  • Travel Insurance (Perfect for business travellers and snowbirds)
  • Visitor to Canada Insurance (Ideal for immigrants and students)


As licensed Insurance Brokers, we offer all products in collaboration with established insurance carriers in Ontario, Canada.

Request a Quote

Investments

Investments are powered by Seg Funds


  • Tax-Free Savings Accounts (TFSA)
  • Registered Retirement Savings Plans (RRSP)
  • First Home Savings Accounts (FHSA)
  • Registered Education Savings Plans (RESP)

Business Consulting Services

Contact us for customized business services, including:


  • HR Services
  • Training & Development
  • Business Writing Services -  Professional copy and content tailored to your business -  investor proposals, marketing materials, client reports, financial policies, grant writing, and more.  Price varies based on scope and complexity of the project.


Royalty Consulting Services

Virtual and In-Person Financial Literacy & Business Strategy Workshops

Are you a business or group navigating the complex world of insurance and finance? Join our exclusive workshop, where our team of experts will provide in-depth advice tailored to your unique needs. Attendees will:


  • Gain comprehensive insights into the latest insurance products and protection plans for a stable financial future.
  • Learn to optimize financial strategies to maximize returns and minimize risks.
  • Receive personalized advice from industry-leading experts.

Financial Literacy Workshops

Our  workshops are designed with our clients in mind and we facilitate virtual and in-person sessions. Ideal for Schools, Associations and Not-for-Profits. 

Learn More

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