Our Story

Your Financial Services Company Of Choice

Financial Horizons Group is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

As an MGA, Financial Horizons Group is appointed by 24 insurance companies to distribute their products and services, through independent financial advisors to Canadian consumers.  Financial Horizons Group partners with financial advisors for support in growing advisors' businesses. This commitment translates into providing advisors with the ideal mix of resources, products and services that they, in turn, can offer to their clients.

What sets Financial Horizons Group apart from the competition is the exceptional level of support extended to advisors by the firms' employees. A national team of insurance professionals use their knowledge and resources to respond quickly to advisor inquiries and needs. The team is committed to providing the highest quality products, world-class services and premier solutions to help advisors boost their business. Advisors rely on the Financial Horizons Group team to sift through vast volumes of industry information; permitting them to focus on their business and clients. 

Financial Horizons Group is firmly fixed on a goal of being the financial services company of choice and works to ensure the needs of affiliated advisors are fully met in todays’ ever-changing financial services industry.

 

Divisions of Financial Horizons Group

Financial Horizons Group offers insurance, investments, group benefits and succession planning to meet the full range of our advisors' needs -- providing solutions for their clients' varied needs. This is done through the Financial Horizons Group, as well as through our divisions:

Excel private wealthHeritage group financial
Continuum financial centers

 Financial horizons group | group benefits support team

 

Mission & Vision

As your financial services company of choice, Financial Horizons Group has made a commitment to grow its business to help advisors grow theirs.

Mission Statement:
Financial Horizons Group will provide an extensive range of financial services and products to Canadian advisors by supporting local needs with the benefits of a strong national presence.  In all we do, we are dedicated to going beyond the expected.

Vision:
Financial Horizons Group will be the independent financial services company of choice for Canadian advisors throughout the country.

 

History & Growth of FHG

Financial Horizons Group was established in 1990 by John H. Hamilton, CFP, CLU, CH.F.C., as a financial planning firm specializing in retirement and estate planning.

Since that time, we have evolved into a leading MGA representing all financial institutions nationally who have an MGA channel; providing life company products and services to independent advisors throughout Canada, and further into a full service financial services company offering insurance, investments, group benefits and succession planning. 

Today, Financial Horizons Group has 30+ offices across the country, a dynamic team of over 300 employees and is licensed in every province to provide world-class service to thousands of advisors Canada-wide. 

Our team of professionals possesses the knowledge and resources to respond quickly to advisors' inquiries and needs. We are committed to providing the highest quality products, world-class services and premier solutions to help advisors boost their business.

Advisors can confidently rely on the FHG team to sift through vast volumes of industry information; permitting advisors to focus on their business and clients.

Since February of 2012, the following successful companies have merged with Financial Horizons Group, expanding our service offerings and presence across the country:

  • Audis Canada Ltd
  • Belec & Company
  • Estate Financial Inc.
  • Excel Private Wealth 
  • Force Financière Excel
  • Marcolin + Associés
  • Odyssée 
  • Optio Financial Facilitators
  • Performance Financial Services Inc.
  • R.G. Packman & Associates, Ltd
  • S&V Planning Corporation