Jigarkumar Patel   jigar@saachinsure.com  Call: (647) 403-5560

A Saachi Insurance & Investment Services Inc., proudly serves you and many more Canadians, offers financial protection and wealth management products and services to its clients. The Company deals with all major insurance companies of Canada like RBC Insurance, Sunlife, Manulife, Industrial Alliance, BMO Insurance, Canada Life and many more. This provides us with an opportunity to shops around for our clients and save their time and helps them to make an informed decision of their life. Jigarkumar Patel is known for their professionalism, transparency and complete disclosure to their clients so that the clients know what they are buying and why.

Need based, very affordable solutions are provided to the clients. The plans are very flexible and customized to meet their short term and long term needs and to fit to all age groups.

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My Introduction

Jigarkumar Patel (B.E. Chemical)
President, Life Insurance Advisor

Jigarkumar Patel helping Canadian families for life insurance and related products since 2009. A loving husband and father of two lovely children, Jigarkumar’s passion to help families for money management to save more and help them to protect their financial future. His professionalism and willingness to help and understand each of his client’s needs is what sets him apart from the rest. His ability to put himself in his client’s shoes and to be able to tailor the solution best suited to their future needs

“ Every one earning income…..but not every one managing their money….once you start managing your money and plan wisely…you will live ahead…”

Our Process

Cash Flow Analysis / Money Management

Money in and money out is the vine of a sustainable financial path. We will be provided to help you manage this aspect of your financial path.

Need Analysis: Risk Management & Retirement Planning

We will do details need analysis to understand your risk management and retirement planning, tax planning and estate planning. That will help us to understand risk and how to protect you financially.

Tailored Insurance

Insurance is not to be offered as a product off the shelf, you’ll discover what risk you’d like to retain and what you’d like to pass along to an insurance company based on your specific needs.

What to Expect

Cash Flow Analysis / Money Management

Gather relevant information about you and your family: “Discovery meeting:…Just a fancy term for simply getting to know each other. What’s formed at this stage is that starting point of a relationship, we’ll look at what’s your cash flows, what’s your financial goals/dreams are, what’s plan you have placed to full fill your plans, what insurance protection you have inforce….we will dig deeper and collect all details……

Analysis

All data from above is fed to financial need analysis tools to help create financial blueprint that allow you to understand insurance need for you and your family.

Recommendation

This is final step and also first step, let me explain:

Here you will have tailored recommendation, made unique as per your situations and suitability. Once you agree, it will the first step for submitting application process.

Reviews

   

“I refer all of my friends and family to Jigar for their insurance needs. Jigar treats each and every client with the utmost respect and professionalism, regardless of their status in life. Jigar focuses on providing sound financial advice that will provide security and comfort to the families of his clients, and in doing so, Jigar builds long-lasting client relationships based on trust.

Jigar has worked hard to gain a level of knowledge of underwriting and the underwriting process, that far exceeds the level of knowledge most advisors possess. This gives Jigar’s clients a significant advantage. For all of his clients, but most particularly for those difficult-to-insure clients, Jigar works tirelessly to obtain the best insurance coverage options available. Using his significant product and underwriting knowledge, Jigar is often able to secure coverage for clients where other advisors were previously unsuccessful.

I have known Jigar for almost three years, and over that time, I have come to fully trust and respect Jigar. I consider Jigar not only to be an industry colleague but also to be a very special personal friend.”

Rita Coward

Senior Underwriting Specialist at PPI

THE RIGHT ADVICE…ADVICE WITH ONLY YOU IN MIND.

Determining what type of insurance policy is right as per your need can be a tough decision to make. I am here to offer you expert advice and help you every step of the way, from insurance planning to money management. I will make insurance easy to understand with affordable options that best suit your needs. Speak with me today about how you can start 1st step towards protecting your financial future.

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