Our Mission

Our mission is to be the “leading provider of Employee Benefits, Investment and Financial Planning solutions for our valued clients.”

We are:

Certika Financial Group is an Ontario based Financial Services Company with offices in Ottawa, Perth and Smiths Falls, Ontario.

We are a very dedicated group of Brokers who, as a team combine our skills, knowledge and expertise to work with you to customize workable solutions for Employee Benefits, Investments and Financial Planning.

Certika Financial Group is the exclusive Employee Benefits Broker for the Ottawa Construction Association and the Smiths Falls Community Chamber Association. We are also a Licensed Brokerage for the Canadian Automobile Dealers Association (CADA) Employee Benefits programs.

We do Business:

Through local and Provincial markets our clients include; major Trucking and Automobile operations, Embassies, High Tech Firms, Manufacturing Companies, Healthcare Units, Daycare Franchised Centers, Construction companies and Professional Organizations and Associations. We work with all credible, competent and competitive insurers in Canada.

We Consult and Broker:

Employee Benefit and Pension programs, Life Insurance, Disability Insurance, Financial Planning, Segregated Funds & Investments, RSP’s, TFSA’s, Corporate Insurance, Healthcare Spending Accounts and Wellness Accounts.

We are different because:

The stability, length and quality of service provided to the community is unmatched by any other Benefits Broker or Financial Planner in our area. We assist our clients in designing their own programs unique to the needs of their employees or members.

We create partnerships between the insurers, Certika Financial Group and you, the client, to encourage cooperation and communication.