We offer following services
Multiple Life Insurance and More Insurance Products
Right insurance for all occasions and age-groups
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Full Disclosure Mortgage Insurance
- Health and Dental Benefits
- Sickness Insurance
Wealth Management
Right wealth management throughout life
- GIC: Guaranteed Investment Certificate
- RRSP: Registered Retirement Savings Plan
- RESP: Registered Education Savings Plan
- TFSA: Tax Free Savings Account
- RRIF: Registered Retirement Income Fund
- LIRA: Locked-in Retirement Account
- Individual Pension Plans for business Owners
- Open Investment
The right time is now!
Your Baby's Insurance
Book your child’s life insurance for getting the dual benefit of investment and insurance.
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Education opens a door to a bright future
Education Planning
Plan your educational objective in advance with strategies, policies, procedures and standards.
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A goal without a plan is just a wish
Life Planning
Life planning is a road map for your life that helps you to prioritize what is important to you.
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Knowledge which transforms life
University Education
University education teaches students to new research and technology. It encourages creative and independent thought.
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Prepare yourself
Urgent Life Situations
Prepare yourself for any type of urgency that comes into your life. Get useful tips from our talented team.
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Precaution is better than cure
Medical Care Planning
Contact us to get personalized medical care planning for you and your family.
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Tension-free retirement
Planning Retirement
Book your appointment to get personalized retirement planning for you.
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Planning Legacy
Legacy planning is important to consider before you pass away. Let's plan a legacy for your wealth and possessions.
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WE ARE CONNECTED WITH YOU FOR THE ENTIRE CYCLE
We are connected with you for the entire Cycle. There can be many challenges in the way of getting the right insurance, RESP decisions, claims services etc. We are your immediate point of contact to help you overcome those challenges in a systematic way, at the time when you need it, at the speed you need!
CONSULTATION
We’re a collaborative, highly responsive team. We are proud to offer you free consultation. At front, one person is helping you. At back, there are many!
REQUIREMENT ASSESSMENT
We work hard to assess your insurance and wealth management requirements and dig deep to find right solutions. This affirms the right product selection.
POLICY ISSUANCE
Once the requirement assessment is complete, you have an absolute clear picture of the insurance or wealth product that is best for you and why.
CLAIMS AND MATURITY
We understand that it is about you. We will be there for you when you need any advice for claims and maturity. Our team is trained in the concept of your needs!
Why Next Level Financial?
Flawless Experience
We are here for you. We offer you a flawless experience by providing you with appropriate products best suited to your needs, with exceptional customer service one conversation at a time.
Professional Team
Our team is a rock-solid combination of experience, information, and network. You will have all information in time and in detail About us.
Always Learning
We believe in lifelong learning, and it is an important requirement for our team to serve our clients. We are always up to date on changes.
Vast Support
All our services are supported by our team and more importantly, by the teams of the issuing and management companies so you are never alone. There are many companies we serve you through!
Start Strong, Finish Stronger. We follow along with you.
Getting from where you are to where you want to be is really easy when you work with our team. Lean on us for advice on insurance and wealth management matters, requirements, processes, timelines etc. We help to map the best route, develop the plans and steps for you to get you there efficiently.
CUSTOMER REVIEWS
What our customers think about us
STEVEN CALLAGHAN - RED DEER: ALBERTA
Craig provides a personalized, responsive service. He took the time to explain my coverage options and get a policy that was tailored to my needs. Craig was able to answer all of my follow-up questions, and I took plenty of time to review my options before purchasing. If you want a service you can count on, Craig is your guy!
DALLAS DUNCAN - MEDICINE HAT: ALBERTA
Craig is a high integrity person who I trust very much. When Craig says hes got a plan for you he has your best interest at heart. looking forward to years of good positive growth and friendship.
PATRICIA SLATER - RED DEER: ALBERTA
If you are looking for someone who puts your best interests first; then Next Level Financial is it. I have never met someone who works so hard! Second to none service!
DEREK HECKLEY - RED DEER: ALBERTA
Craigs focused pursuit of the right type and level of coverage is what made me smile. He took the time to understand our needs before presenting us with appropriate options. Assurance to me that I was being cared for by someone who only has my best interest in mind. Thanks Craig
Insurance and wealth - tips and advice
Working with our experienced, professional staff will help you gain insurance and wealth management tips and advice that best suits your interests. Don't miss your assessment opportunity today
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Monday to Friday: From 9:00 AM to 5:00 PM
Saturday & Sunday: Closed