Family Oriented Financial Strategies
Family Oriented Financial Strategies Carefully Tailored For You! Are you tired of financial services that treat your family as just another number?
About Fate Financial Inc.
Your Family Oriented Financial Strategist.
We are a family-first financial brokerage based in Markham that services clients primarily within the Greater Toronto and Hamilton areas.
Founded in 2004, our mission is to help our clients create plans best tailored to their needs. We work with major investment and insurance providers to find financial solutions that work for you.
Let us help you diversify your portfolio and build a plan towards a better financial future, no matter what your goals may be.
ALBERT FRIAS
FINANCIAL PLANNER – CLU®, CHS™
Creating plans catered to your specific needs and goals at all life’s stages. He will build a plan designed for you – whether it be for health and dental or group benefits plans, life insurance, or insured investment strategies, our team will be there to help you every step of the way.