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Introduction

Introduction

Introduction

Ontario Life Financial is a brokerage of licensed insurance and investment agents.   The broker approach allows us to be unbiased shoppers, working for your best interest. 


We value tailoring managed investment strategies and insurance planning to your specific personal needs.  


Our goal is to  "Trademark in Generational Wealth". 


We enjoy the personal kitchen table approach to client customer service as we seek to advise multiple generations of a family's plan. 


Our offices are based in Burlington and Hamilton and we use a hybrid model of in-person visits plus digital tools to service clients across Ontario. 

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Introduction

Introduction




We are not a fee for service broker. We succeed when you succeed. 


We are not an insurance company or investment carrier, rather we are a broker service. 


License details...


Chandler Horne, Life & Accident and sickness # 22202058.


Ontario Life Financial

1001355064 Ontario Inc.

Corporate Lic. # 42483M




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Partners

Chandler Horne

It is a joy to care for my client's portfolios, from savings accounts & term insurance, to group benefits plans. I specialize in coaching long-term investing strategies, believing that the values of discipline, routine, diligence and regularity create great wealth and financial security.

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Investment Philosophy

Investment Philosophy

Investment Philosophy

We believe...


…In long-term strategies

…In protecting fixed needs with funds that include guarantees for capital protection

…In funds with 40% or more of their holdings in their top 10 companies

…In funds with minimum assets under management of $500,000,000

…In clients finding affinity with the funds they choose

…In seeking funds with a 10 year history showing an average of 8% growth or more

…That the past does not dictate a fund's future

…In diversified and personalized risk allocation

...In Dollar Cost Averaging


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Insurance Philosophy

Investment Philosophy

Investment Philosophy

We believe...


… Life insurance is the unselfish purchase

… Life insurance is it's own asset class

… Life insurance should be for life (ask about our layered approach and our permanent product offerings)

… Disability insurance is often undervalued



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