+1-825-852-0333

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 me

Hello, I'm Marjorie Bautista

I'm an Independent Insurance Broker based in Edmonton Alberta. Our office is located at Unit 4 - 2820 Calgary Trail NW Edmonton, AB T6J 6V7.

I currently hold a Life, Accident, and Sickness license in
the following Canadian Provinces: British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Quebec.

I'll keep you updated semi-annually and annually.

We're partnered with some of the Best Rated Life Insurance Companies in Canada.

Marjorie Bautista's Story

In 2009, I arrived in Canada, filled with dreams and determination. I worked tirelessly as a Registered Nurse, but despite my hard work and a decent income, I faced significant challenges that overshadowed my aspirations.

High taxes took a substantial portion of my earnings, leaving me with little to save. The lack of time with my family and the countless missed moments with my children led to deep regrets and constant unhappiness. To make matters worse, my limited financial knowledge left me without savings or a retirement plan, creating uncertainty about my future in this new country

I realized that my financial troubles are shared by many. Nearly 50% of Canadians struggle with basic money management because, like me, they lack the necessary financial understanding.

Driven by my own experiences and the desire to make a difference, I became an Independent Life Licensed Advisor, 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.

My value proposition lies in combining expert advice with education, empowering my clients to make informed decisions about their financial futures. I believe that understanding how money works is fundamental to achieving more quality time with loved ones and securing a stable future. By tailoring my services to each client's unique needs, I ensure they are not only protected but also prepared for whatever life may bring.

Today, as I help families navigate their financial journeys, my passion for financial education continues to drive me. I am committed to making a meaningful impact, one client at a time, ensuring that no family feels the financial uncertainty I once did. This journey is also about building lasting relationships and creating a more secure tomorrow for everyone I 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

Email *

Phone *

Full Name

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business. Reply STOP to unsubscribe at any time.

Answering these questions will help you determine what type, and how much, of insurance your family needs.

What is your date of birth? *

Gender *

Male

Female

Do you smoke? *

Most people have debt - mortgage, credit cards, car payments. It is important that you provide us with information about your current debt so that we can ensure your life insurance will cover these obligations and leave something for your loved ones as well.

Remaining balance of your mortgage?

My total debt (including credit card)

Do you have a current life insurance coverage? *

Relationship *

Dependents *

Yes

If yes, how old are they?

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!

Marj and Jeff Bautista

Independent Insurance Broker

Unit 4 - 2820 Calgary Trail NW Edmonton, AB T6J 6V7

Main Office:

1223 31 Avenue NE, Calgary, Alberta,

T2E 7W1

Contact us

+1-825-852-0333

marjjeffbautista.com

[email protected]

Or have a casual chat from our brokers

Want to get in touch?

We love to hear from you.

Call Us! +1-825-852-0333