About us
Independent Financial Advice, Tailored for You
At Safri Financial, we help individuals, families, and business owners make smarter financial decisions — without high fees or investment minimums.
Based in Brampton and serving clients across the Ontario for Investments and in Ontario, Manitoba, New Brunswick and Alberta for insurances.
We specialize in:
Retirement planning and RRSP strategies
Tax-efficient investment portfolios
Insurance protection for life, critical illness, and travel
Corporate and small business investment planning
Whether you're just starting out or looking for a second opinion, we're here to offer independent, unbiased advice that puts your goals first.
Our Business Philosophy is that our clients' success is the heart of our business
Because of our personalized service, we have the biggest success getting "underserviced" clients from Banks and Credit Unions.
Note : No company or individual can ever satisfy 100% of the people, 100% of the time. There are no products or services that will always be perfect for everyone.
