Business Details
23 Years
experience
Your Trusted Financial Security Partner in Quebec
Delsan Group is a financial services firm dedicated to delivering personalized strategies that empower businesses and families to achieve financial security and protect their hard-earned assets. Founded on principles of integrity and client-centric advice, we specialize in tax-saving strategies, retirement planning, estate tax planning, and comprehensive life insurance solutions tailored to high net worth individuals and business owners. Our team leverages extensive industry expertise to identify gaps in clients' financial plans and develop customized solutions aligned with their unique goals.As an independent insurance broker, we offer unbiased access to products from leading Canadian insurers, ensuring competitive rates and optimal coverage. With a focus on long-term relationships, we provide ongoing monitoring and adjustments to financial plans, adapting to clients' evolving needs. Our commitment to transparency and ethical practices has earned the trust of clients seeking to minimize tax liabilities, safeguard family assets, and create sustainable wealth across generations.
Services
Tax Reduction Strategies
Estate Planning
Life Insurance
Succession Planning
Retirement Planning
Critical Illness Insurance
Key Person Insurance
Buy/Sell Agreement Funding
Details
- Year established: 2003
Highlights and features
- We offer personalized financial strategies tailored to high net worth clients
- Our independent broker status provides access to competitive insurance rates
- Specialized expertise in tax reduction and estate planning for business owners
- Comprehensive approach combining financial security and risk management
- Ongoing plan monitoring ensures evolving needs are consistently addressed
What people say
Personalized strategies
Expertise in tax planning
Competitive insurance rates
Long-term financial security
Dedicated support
Services
Tax Reduction Strategies
We develop customized tax-saving structures for business owners and high net worth individuals. Our strategies optimize deductions, minimize liabilities, and ensure compliance with Canadian tax regulations. Clients benefit from enhanced cash flow and wealth preservation through legally sound planning techniques.
Estate Planning
Our comprehensive estate plans protect family assets and facilitate smooth wealth transfer across generations. Services include wills, trusts, and insurance solutions that address tax implications while maintaining family harmony and financial security for beneficiaries.
Life Insurance
We provide term and whole life insurance products from major Canadian insurers. Our solutions protect business interests, secure family finances, and support estate planning objectives with competitive rates and flexible policy structures.
Succession Planning
Our succession plans ensure business continuity through leadership transitions. We implement buy/sell agreements, key person insurance, and shareholder protection strategies that maintain organizational stability during ownership changes.
Retirement Planning
We create tailored retirement strategies combining investment planning and insurance products. Our approach ensures financial security throughout retirement while addressing tax efficiency and legacy goals for high net worth clients.
People
Yisroel Sandel
President & Founder
With over 20 years in financial services, Yisroel Sandel established Delsan Group to provide personalized wealth management solutions. His expertise in tax strategies and estate planning helps clients achieve long-term financial security.
Questions
What financial services does Delsan Group offer?
We provide tax reduction strategies, estate planning, life insurance solutions, retirement planning, and business succession planning for high net worth individuals and business owners.
How can I get a free life insurance quote?
Visit our website to request a free instant life insurance quote or contact our office directly to compare rates from multiple Canadian insurers.
Do you work with all types of businesses?
We specialize in serving business owners through key person insurance, buy/sell agreements, and corporate succession planning tailored to specific industry needs.
What areas do you serve?
While based in Boisbriand, Quebec, we serve clients throughout Montreal and surrounding regions with personalized financial planning services.
How do you ensure competitive insurance rates?
As independent brokers, we access multiple insurance providers to compare policies and pricing, securing optimal coverage at competitive rates for our clients.
