Welcome to Insured Wealth
At Insured Wealth, we are dedicated to providing you with the best insurance and financial services. Our mission is to ensure that you and your loved ones are protected, financially secure, and prepared for the future. Contact us to benefit from our range of services and take the first step toward securing your wealth.
Founder
Niko Bruno, Fin.Pl.
Niko's journey in the world of finance began with a degree from the prestigious Concordia John Molson School of Business, where he cultivated a profound passion for money management and financial strategies. Raised in a household that thrived on a family business, Niko initially directed his career towards the construction industry, adhering to familial commitments.
​
However, driven by an intrinsic desire to leverage his financial acumen, Niko transitioned to the financial services sector in 2017. This pivotal career shift was marked by an unwavering dedication to continuous learning, resulting in his attainment of both the Insurance of Persons license and the distinguished Financial Planner designation (Fin.Pl). His excellence in the field was recognized when he qualified for the Vice Presidents Club two years in a row (2023 and 2024), honoring the top 50 advisors in Quebec.
​
Over the years, Niko has successfully guided hundreds of clients, encompassing individuals and enterprises, toward financial empowerment and sustainability. His firm, Insured Wealth, embodies a philosophy dedicated to identifying and reclaiming lost financial resources. This approach ensures that clients can redeploy these resources more effectively and efficiently, ultimately reducing their tax burdens, enhancing their lifestyles, and fortifying their financial security.
​
At Insured Wealth, our mission is to provide bespoke financial solutions that help families and business owners optimize their financial potential and safeguard their future prosperity.
Who We Serve
At Insured Wealth, we serve individuals, families, and businesses seeking comprehensive insurance solutions and personalized financial planning. Our tailored approach ensures that each client receives the attention and support they need to achieve their financial goals.
Our Approach
We believe in a holistic approach to financial security. By understanding your unique circumstances and aspirations, we design custom insurance and investment strategies to protect your assets and build long-term wealth. Let us partner with you on your journey to financial prosperity.
Benefits of Partnering with Us
Partnering with Insured Wealth offers you peace of mind, expert guidance, and access to top-tier insurance products and investment opportunities. Discover the advantages of working with our dedicated team and take control of your financial future.