Welcome to Toolbox Financial Services.

We help trades workers protect their income, grow it, and turn it into long-term peace of mind.

By understanding the unique needs of the industry, we create practical financial strategies for people who don’t have time for financial jargon or generic advice.

Together, we’ll make sure your money is working just as hard as you are - today and down the line.

Our Agents Are Licensed Under the Financial Services Regulatory Authority of Ontario

Day-Zero Income Protection Video

Paycheque Protection For Ontario Trades Workers

Our Services

Custom Financial Strategies

Income Protection

Private Investment Portfolios

Estate Planning

Tax-Advantaged Solutions For Business Owners

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TESTIMONIALS

What Our Clients Have To Say

I’ve had a couple of people try to talk about finances with me before, and I always walked away feeling like I was being pitched. This was different. It felt more like sitting down with a buddy who actually cares about me. We talked about my goals, we looked at what made sense, and I didn’t feel pressured at all. I’d recommend it to anyone who wants to get their finances sorted without all the BS.

— Rameet, 28 (Construction Worker)

Between work and family, it’s easy to feel like there's no time to sit with someone to help with finances. But Shayan made things very quick and easy, and after talking to him, I realized I was leaving money on the table. He helped me figure out a better strategy for my money, and I feel way more at ease now about my family's future.

— Babak, 43 (Mechanic)

I wasn’t even looking for a financial guy. My accountant mentioned something about insurance I should probably have, and that’s how I got connected. I figured I’d hear him out and then move on. But it actually opened my eyes. I was exposed to risks I didn't even know about. Shayan helped me fix that, and now he's my go-to guy for any financial question I have. I'm very happy with the service and would recommend to anyone!

— James, 36 (Mason)

Frequently Asked Questions

Does it matter if I'm employed, self-employed, or run my own incorporated business?

Not at all. We work with all types of tradespeople - whether you're on payroll, running a crew, or working your own jobs. Even if your income isn't steady, we can build strategies that are flexible enough to meet your needs. Wherever you're at, we'll find a way to make it work for you.

What do you actually help with?

In plain terms: we help you keep more of what you earn, protect your income, and plan for the future. Think of it like having a financial blueprint designed for you, not some generic advice off the internet.

What makes you different from other financial professionals I've seen or spoken to in the past?

Because of our strategic partnerships with the top financial institutions in Canada, we have access to dozens of unique financial tools that you just won't hear about from your advisor at your local bank branch.

Is it too early/late for me to start?

You may have heard the saying: "The best time to plant a tree was 10 years ago. The next best time is now."

This could not be more true when it comes to taking action on your finances. There are a dozen different reasons why TIME is your biggest friend when it comes to working with your money. So wherever you are on your timeline, there's something that we can do to improve your situation - now and into the future.

How do we get started?

It’s simple. Book a quick call to see if we’re a good fit. No commitment, no pressure - just a straightforward chat about your goals, your challenges, and what kind of strategy could work best for you.

Address

8111 Jane Street Unit #5, Concord Ontario L4K 4L7

Compliance disclaimer: “Insurance products provided through licensed Canadian insurers. Subject to terms, conditions, and approval. Returns of premium apply after 10–20 years, less claims paid. See guide for details.”

© 2025 | Toolbox Financial Services