Invest with purpose and protect your most valuable assets.
Reach your financial goals faster with personalized financial advice and insurance policies that protect your most valuable assets.
Reach your financial goals faster with the right advice
We make it possible for you to reach your financial goals according to your timelines. That’s why we walk you through all the steps required to make that possible.
We believe in building lasting relationships, and we’re heavily invested in your long-term success because we are focused on your outcomes.
About Elite Pacific
The relationships we build, and helping you achieve what’s most important to you—that’s our primary focus. Our team specializes in helping Canadians protect their families and drive more value out of their financial assets.
It’s our team’s mission to go above and beyond—to provide thoughtful, personalized, and reliable service.
We take a hands-on approach, guiding you through every step of the process. That way you can make the best decision based on you and your family’s needs.
We love providing consistent service, a collaborative approach, and following best practices—because your outcomes are all we care about.
Our Services
We know every case is different. Our expert team provides personalized insurance and investment plans that caters to your unique needs.
Investment Planning
Work with a financial planner that’s focused on your financial goals. No matter your experience or portfolio, we help to capitalize your assets with a custom plan for success.
Insurance Planning
Protect your income and your family’s financial well being with a customized insurance plan. Whether you have a young family, an empty nester, or have a business to protect, we work with top Canadian insurers to help you build a customized insurance solution that fits your needs, so you can focus on what’s most important.
Post Home purchase financial planning
Your home is one of the most valuable assets that you and your family have the opportunity to enjoy. We can help you protect your most valuable investment with the right insurance plan, while helping you make the right decisions.
Insurance Planning for Businesses
Put a plan in place that protects your business and the talented people that make it happen. We can work with you to create a specialized business continuation plan that ensures your business has the resources needed to continue operating should a key person become ill, disabled, or die.
Group Health & Retirement Benefits
Give back to the people that make your business successful with group health and retirement benefits. We can help you obtain purpose-built plans that ensure your employees are covered for health expenses and simplify retirement planning.
Our Process
Insurance and financial planning requires the right approach. With our five-step process, we make finding the right insurance plans and financial advice easy.
Introduction
It starts with booking a consultation with one of our experienced agents. They’ll get to know you, discuss your goals, and explain some of your options.
Insight
We know how complicated insurance and investing can be. That’s why we take the time to walk you through your options, explain everything, and answer your questions.
Comparison
Next, we help you compare the best options available to you. We’ll look at the different types of coverage and plans to ensure they meet your financial goals.
Implementation
We work so you don’t have to. After choosing your desired plan, we help you with the application process and additional documentation so you can get covered fast.
Ongoing Advice & Service
We believe in creating lasting relationships. You’ll receive frequent updates and check-in calls to see if your financial goals are on track.
We’re here to help you plan for the future, today.
Find out how we can help you build wealth efficiently and protect your family and most valuable financial assets.
Meet the Elite Pacific Team
Here at Elite Pacific Insurance and Investments, we provide more than just insurance and financial advising. Our team is passionate about getting you the coverage you deserve.
Lorenzo Bernabe
Financial Security Advisor
Insurance & Investment Specialist
Lorenzo’s focus on simplifying the insurance process lets him create personalized insurance solutions for his clients. His attention to detail—combined with his passion for doing what’s best for his clients—means his clients are knowledgeable and confident about their coverage.
Chris Kim
Financial Security Advisor
Insurance & Financing Specialist
Chris’s deep experience in the banking industry means he knows exactly how to deliver a value-driven that makes a difference. Today, he’s all-in on helping entrepreneurs and professionals obtain the capital they need to start, grow, and scale their businesses.
Our Partners
We work with Canada’s largest trusted financial providers to help you find compatible investments and insurance coverage at competitive rates. Here are just a few of our partners.
