• External link opens in new tab or window4168892068
  • External link opens in new tab or windowpeggy.steele@summitproposalgroup.com
  • External link opens in new tab or window608-28 Harrison Garden Blvd. , Toronto, ON M2N7B5
  • External link opens in new tab or windowFacebook
Site Title
Menu

Services


Our solutions are designed to meet the planning and implementation needs of our clients. These services are geared toward problem solving, creating plans and moving into action.


Small Business Guidance

  • Bookkeeping and Accounting

  • Finance

  • Management

  • Reporting

Services

  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Life Insurance
  • Mortgage Insurance
  • Critical Illness
  • Dental Plans
  • Long Term Care Insurance
  • Travel Insurance
  • Group Benefits
  • Pension Plans
  • And more...

 

What Our Clients Say



EDIT

Happy female customer

"We are thankful that you have helped us reach our goals."


- Customer Name

EDIT

Happy male customer

"After the first meeting, I turned my financials over to Summit Proposal Group Inc.. They go above and beyond."

 

- Customer Name

EDIT

Happy female customer

"They helped me see the light at the end of the tunnel, what a positive experience."

 

- Customer Name

 

  • Management
  • Consulting
  • Planning
  • Advisory
close lightbox