Our Company

We are a group of professionals in the financial industry with the mission of providing clients the best professional service at all time.

At Excel Financial Group, we proud ourselves for being industry leaders who focus on building your net worth.

We office a wide variety of financial services.  We are a group of professionals in the financial industry with a mission of providing you great services to build up your net worth and ultimately achieve your financial goals. Our wide range of products include Life, Disability, and Critical Illness Insurance Coverage, Mutual Funds, Segregated Funds, RRSPs, RRIFs, and RESPs.

Our Four Key Services:




Excel Insurance Agency Inc. is a MGA insurance company. Being an independent insurance agency, we can help you research the insurance market and to select the best insurance products to meet your specified needs at competitive prices.

Mutual Fund


Excel Financial Growth Inc. is a group of professional money mangers who focus on research, select and monitor the performance of the securities of fund purchases.

Diversification is a popular investment strategy that allows you to spread your investments across a wide ranges of industries and companies to minimize risks.

Real Estate


Excel-First Realty Inc. is a member of the Toronto Real Estate Board.

We provide services in the purchase, sale and lease of commercial, industrial and residential properties. We also provide business brokerage and property management services.



Excel-Mortgage Option Inc. can arrange on-line, same day mortgage financing for both residential and commercial properties. Lenders include charter banks, trust companies, insurance companies and other financial institutions offering competitive financing terms.

Excel Group of Companies/Members:

  • Excel Financial Growth Inc. (Mutual Fund business through Investia) www.investia.ca
  • Excel-First Realty Inc. (A member of Toronto Real Estate Board)
  • Excel Insurance Agency Inc. (A Corporate Licensed Insurance MGA Agency)
  • Excel-Mortgage Option Inc. (A Licensed Mortgage Broker)
  • Excel Pacific Insurance Agency Inc. (Vancouver)
  • Excel Pacific Financial Inc. (Administrator of Visa Sudent Health Insurance Plans) www.vhip.ca

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