Live your dream
Secure Your Future: Retirement and Insurance Solutions for Families, Small Business Owners, and the Self-Employed.
You may qualify up to $700K to $1M without a medical
Become Financially Ready
Plan your life with confidence
We offer you a full line of personal and business insurance & registered retirement and tax-free savings accounts to suit your needs.
Savings & Growth
Combine the power of savings and insurance retirement planning strategies to grow your wealth exponentially and enjoy financial freedom. Also, a portfolio on retirement savings plan or tax-free savings account can help grow your nest egg.
Life Insurance
From universal life to whole life, to term insurance, we got you covered. Life Insurance doesn’t have to be difficult. We can help you explore the difference among them. We can discuss how much coverage you need and how you and your loved ones can both benefit..
Other Services
We can walk you through other services like travel insurance, critical illness protection, or children’s education plans. We also partner with experts for credit consolidation.
Disability Insurance
Secure income protection in the event of disability, and physical limitation to work.
Business Protection
Shield your company’s growth and financial well-being in the event of business interruption or need for operational support.
Final Expense
Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour..
Become an Independent Insurance Broker
Independent brokers and home-based insurance business careers or professions are huge and growing (Business Statistics Canada). We’ll show you a step-by-step system on how to build a successful home-based insurance business.
About us
Hello, I'm Marjorie Bautista and my husband Jeffrey Bautista
We are Independent Insurance Brokers based in Edmonton Alberta. Our office is located at Unit 4 - 2820 Calgary Trail NW Edmonton, AB T6J 6V7.
We currently hold a Life, Accident, and Sickness license in
the following Canadian Provinces: British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Quebec.
We'll keep you updated semi-annually and annually.
We're available to you 7 days a week.
We're partnered with some of the Best Rated Life Insurance Companies in Canada.
Marjorie and Jeffrey Bautista's Story
In 2009, my husband and I arrived in Canada, filled with dreams and determination. I was working tirelessly as a Registered Nurse, and he was dedicated to his role as a Mechanic. Despite our hard work and decent incomes, we faced tough challenges that overshadowed our dreams.
High taxes took a significant bite out of our earnings, leaving us with little to save. The lack of family time & countless missing moments with our kids has led to regrets and constant unhappiness. To make matters worse, our lack of financial knowledge meant we had no savings or plan for retirement, leaving us uncertain about our future in this new country.
We realized our financial troubles are shared by many. Nearly 50% of Canadians struggle with basic money management because, like us, they don't have the necessary financial understanding.
Driven by our own experiences and the desire to make a difference, we became an Independent Life Licensed Advisors, specializing in providing comprehensive financial protection and security through financial education.
"Our work changes lives"
By changing lives, we create legacies that last a lifetime.
Our value proposition lies in combining expert advice with education, empowering our clients to make informed decisions about their financial futures. We believe that understanding how money works is fundamental to achieving more quality time with loved ones and securing a stable future. By tailoring our services to each client's unique needs, we ensure they are not only protected but also prepared for whatever life may bring.
Today, as we help families navigate their financial journeys, our passion for financial education continues to drive us. We are committed to making a meaningful impact, one client at a time, ensuring that no family feels the financial uncertainty we once did. This journey is also about building lasting relationships and creating a more secure tomorrow for everyone we serve.
"Together, with our shared goals,
let's create a meaningful legacy that lasts."
Take the first step towards securing a better future for you, your business, and your family
Take control of your future today for peace of mind tomorrow.
Receive a personalized life insurance quote tailored to your unique needs. ACT NOW for a Secure Financial Future.
Any questions?
We look forward hearing from you! We know that your time is sacred,
we'll be in touch soon! You can also visit one of our offices!
Marjorie and Jeffrey Bautista
Independent Life Licensed Advisors
Unit 4 - 2820 Calgary Trail NW Edmonton, AB T6J 6V7
Main Office:
1223 31 Avenue NE, Calgary, Alberta,
T2E 7W1
Or have a casual chat from our brokers
Want to get in touch?
We love to hear from you.
No jargon. No messy paperwork. Just world-class service, easy to understand process, and incredibly rewarding - allowing more ways for you to create and protect wealth.
Greatway Financial - Marjorie and Jeffrey Bautista ©️ 2024. All Rights Reserved
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